Using AI Boss for Marketing
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AI Boss helps with guests, tags, segments, campaigns, automations, loyalty and gift cards. Select the correct restaurant and open AI Boss in the administration sidebar. The assistant is available to the Admin group and to groups with the Använda AI Boss (Use AI Boss) permission, and only does what your group is permitted to do.
Start with a question
| Example | What you are asking for |
|---|---|
| “Find the guest Anders Andersson.” | Find the correct guest. Include a phone number if names overlap. |
| “Show the order history for the guest we just found.” | Read recorded order history. |
| “Show guests with the VIP tag.” | Inspect a tagged audience. |
| “Show our segments.” | Find saved audiences. |
| “Show our recent campaigns.” | Check campaigns and their status. |
| “Show results for Autumn Menu.” | Follow up recorded campaign results. |
| “Which automations are active?” | See which automated flows are enabled. |
| “How many guests came back after their first visit?” | Retention month by month, as in the CRM insights. |
| “How large is our points and gift card liability?” | The loyalty overview figures. |
Replies are mainly text. Find guests, tags and segments under Marknadsföring → Gäster → Register / Taggar / Segment (Marketing → Guests → Register / Tags / Segments). Campaigns and automations have their own main tabs.
Prepare a campaign
- Specify audience, channel and purpose. For example: “Create an SMS draft about our new autumn menu for guests tagged VIP. Do not send or schedule it.”
- Read the reply. Check that it is a draft and uses the intended audience.
- Open Marknadsföring → Kampanjer (Marketing → Campaigns) and review the text, recipients, contact details and consent for the chosen channel. If chat displays a campaign card, you can also read its preview.
- Send only after reviewing the result, from the campaign page or by asking AI Boss to send it. Then follow the campaign’s status and delivery results.
“Send the campaign” instructs the assistant to start sending. It differs from requesting a proposal. Explicitly say do not send when discussing or drafting a campaign. A later “stop” message cannot recall messages already sent.
What AI Boss can send
AI Boss always asks before anything is sent or scheduled, and shows how many people receive the message in each channel and what the text messages cost. The message is only sent after you say yes.
- Campaigns to a tag, a segment, all guests or the guests at an event date. Recipients are chosen as in Admin: only guests who have given consent for the channel and have not unsubscribed. AI Boss works out the recipients when the draft is saved and again when it is sent.
- Quick campaigns. If you ask AI Boss to create and send a campaign straight away, for example to a tag, it is first saved as a draft. AI Boss then asks with the number of recipients and the cost, and only sends after your yes.
- Scheduled campaigns. A campaign with a date and time (Swedish time) is sent automatically at that time, so scheduling also requires your yes. A time that has already passed is rejected.
- A single text message or email to one guest, like the buttons on the guest card, for example about a forgotten jacket. It goes to the guest's saved number or address, never to an unsubscribed guest, and the text may not contain links.
The reply after sending says how it went. If every message failed, AI Boss says the sending failed. Follow delivery under Marknadsföring → Kampanjer (Marketing → Campaigns).
Update guests and automations
You can also ask AI Boss to create or update tags, segments, guest information and automations. Specify the exact object and change. Review an automation’s trigger, audience and message before enabling it.
- Automations: trigger (event, birthday or weekday and time), channel, discount code, audience tags and whether the automation sends a message or adds a tag. Example: “Create an automation that adds the tag New guest on the first visit.”
- Email content: AI Boss can change the texts in a campaign email block by block. You change links and images in Admin.
- Data export: ask for a guest's data export and you get a link to the guest card, where you download the file. The content is not shown in the chat.
Loyalty and gift cards
AI Boss can change loyalty tiers (including the tier's free item and welcome message), stamp cards and points, and read members, balances and gift cards. Gift card rules and the online gift card shop are changed as in Admin. Opening the shop only happens after your yes, and you set the terms link in Admin.
Include only personal information needed for the task. A guest record or a selected consent checkbox is not by itself evidence that you may send advertising. Check that the guest’s choice was recorded correctly before sending marketing.
If the answer is unclear
Check the result in Marknadsföring before repeating an instruction. A message saying a campaign has started does not mean every message was delivered. If no recipients are found, check the audience, contact information, unsubscribe status and consent for the selected channel.
This feature is part of Vendion Marketing.
Curious how it looks in practice? Read more about the product or book a short demo.
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