Ask AI

▶ Watch — a quick walkthrough of ask ai

Ask AI is the assistant built into Retailer OS. Open it from the Ask AI button in the top bar and ask questions about your store in plain English — no report-building required. It needs an AI plan.

What you can ask

Ask AI looks things up in your store:

• "Find the cordless drill": finds items by name, SKU, barcode, or brand and lists the matches.
• "What does SKU 12345 sell for?": gives the item's sell price.
• "Find customer Rivera": finds customers by first or last name, phone, email, or company. Search for one name at a time, not a full name.
• "List my store locations"
• "Show my held orders"

It can also add or update items, customers, and vendors, adjust stock, and create purchase orders. It shows you each change first, and nothing happens until you confirm it.

For numbers about your sales and customers, such as "What sold best last week?" or "Who are my top 10 customers by spend this year?", use the Ask button at the bottom left of the screen instead. It answers in plain English, with a table. You'll find it on a computer or tablet, but not on a phone or on the Point of sale and Price check screens.

Ask AI doesn't answer how-to questions. Search this help site for those.

AI plans and the AI wallet

AI features draw from your AI wallet, shown as a balance badge in the top bar. An AI plan keeps it funded: it's billed with your subscription on the same card, and each month it adds credit to your wallet. Unused credit carries over, up to three months' worth.

There are three plans — AI Lite ($19.99/mo), AI Plus ($49.99/mo), and AI Max ($99.99/mo). Every plan unlocks every AI feature; they differ only in how much monthly usage they include. Pick or change yours under Setup → Billing → Plans & Modules, and see detailed usage under Setup → AI. More in Payments & billing.

NOTE

Ask AI answers about the store and location you currently have selected. Switch locations in the top bar to ask about a different shop.