AI assistant
Ask questions about your operation in plain language, in the app or from Slack.
Page: Chat (/chat) · Setup: AI configuration
Ask a question
- Click Chat in the left sidebar.
- Type a question and press Enter.
Examples:
What were yesterday's sales at Downtown?
Which store has the worst labor percentage this week?
Compare this week's forecast to the same week last year.
How many hours are we scheduling for servers on Friday?
What does the employee handbook say about closing procedures?
The assistant answers with text plus charts or tables when the data suits them.
What it can use
| Source | Used for |
|---|---|
| KPI catalog and warehouse data | Numeric questions about sales, labor, and traffic |
| Published forecasts and actuals | Plan against actual questions |
| Indexed documents | Policy and procedure questions, see Documents |
How answers stay trustworthy
- Metric questions are answered by running validated, read-only SQL against your warehouse rather than from model memory.
- Generated SQL is parsed before execution and must be scoped to your organization.
- Retrieval and query results respect the asking user's location permissions, so two users can ask the same question and correctly get different numbers.
- Relevant KPI values are pre-fetched (grounding) so common questions answer quickly.
Ask from Slack
After connecting Slack, direct-message the bot or @mention it in a channel. Answers respect the Slack user's linked UnitOps permissions.
Tips for better answers
| Instead of | Ask |
|---|---|
| "How are we doing?" | "How is net sales this week against forecast at Downtown?" |
| "Labor?" | "What is labor cost percent by store for last week?" |
| "Why is it down?" | "Which day parts drove the sales decline at Downtown last week?" |
Name the location and the period. If you do not, the assistant uses your default location and the current period.
Admin oversight
| Page | Purpose |
|---|---|
| Admin -> AI Usage | Requests, tokens, and limits |
| Admin -> AI Conversations | Review Slack and Teams assistant transcripts for quality; channel conversations are shown to any admin, while direct messages with the assistant are shown only to an owner or an admin |
| Admin -> AI Coaching | Shape the advice the assistant gives |
Troubleshooting
| Symptom | Fix |
|---|---|
| "AI is not configured" | The platform AI configuration is unavailable; contact whoever operates your deployment, see AI configuration |
| Answers say no data | The warehouse connection is missing or the location is not mapped, see Data stores |
| Documents are ignored | Index the document; document search also needs the platform embedding provider, see Document storage and embeddings |
| The bot does not reply in Slack | Invite it to the channel with /invite @UnitOps |