What can I ask the AI Assistant?

Leat AI answers questions about your own data, explains how to do things in Leat, and can make changes for you. Ask it the way you would ask a colleague, and ask follow-up questions to drill down, compare periods or change how results are grouped.

Questions about your data

Loyalty performance

How is my loyalty program doing?
Show me loyalty transactions per month for the past 12 months.
Show me loyalty transactions per month, broken down by business profile.
Are contacts redeeming points or just collecting them?
How many contacts earned or redeemed points in the last 30 days?

"Active contacts" can mean different things for different businesses. If that's what you're after, say what active means to you, for example contacts who earned or redeemed points in the last 30 days.

Sales and products

These questions need order data, which comes in through a POS or webshop integration.

What are my top-selling products?
Which business profile generated the most revenue?
Show revenue by month.
What's my average order value?
What did this contact buy, and how often?

Rewards

Which rewards are redeemed the most?
Which rewards are rarely or never used?

Redemptions at the till

Why can't this reward be redeemed at the till?
Is anything wrong with our rewards at the till?
This voucher works in one location but not in another. Why?

The assistant reads back every failed attempt to apply a reward, voucher or stamp card at the till: the cause, how to fix it and the locations where it failed. On a Lightspeed K-Series account it also tells you which Lightspeed settings to check, in order. Before it gives advice on the products or discounts linked to an offer, it checks when your K-Series items and discounts last synced, and asks you to sync again if that sync failed or is older than your latest menu change.

Emails

How did my last campaign perform?
Which campaign had the highest click rate?
How are my automated emails performing?

Trends

Give me a year-in-review summary.
What changed compared to last month?
What were the biggest changes this quarter?

How-to questions

Ask how something works or where to find it, for example "How do I set up a birthday email?" or "Why didn't this contact get their points?". The assistant searches the help center and answers from it.

If it can't help, ask for a person. It hands the chat over to the Leat team, and you carry on in the Support tab.

Changes it can make

You can also ask the assistant to do things for you. It tells you what it's about to change and waits for your yes before it does.

Loyalty and rewards

Create a reward or an earn rule. Both are created switched off, so nothing reaches your contacts until you activate them in the dashboard.
Add or remove visibility filters on a reward.
Add, change or switch off tier milestones.
Create or change a promotion: how many vouchers it hands out, how often a contact can redeem one and when its vouchers expire.
Set up the discount a reward, promotion or stamp card applies at the till, including how a Lightspeed K-Series till applies it.
Create or change a voucher issuance or a points issuance, once or on a schedule. It's created as a draft and hands out nothing until you issue or activate it on its page.

Gift cards and prepaid

Create a gift card issuance. It starts as an empty draft: you add the recipients by importing a file and start it on its page.
Top up a gift card or take an amount off its balance, deactivate a gift card or activate it again, or put it on the Fraudulent cards list so it's refused at the till until you review it.
Add or change the prepaid values contacts can buy in your contacts portal, including a bonus on top of what they pay, for example pay €45 and get €50.
Add or change the gift card amounts buyers pick from in your widget and contacts portal.

Contacts

Create a contact list or rename one, add contacts to a manual list, or activate a dynamic list.
Add or deduct points, give a reward, add stamps, or send a voucher, a loyalty token or a gift card to one contact.
Send one contact an automated email again, or start a manual automation for them.
Deactivate, activate or rename one of a contact's identifiers, such as a loyalty card. An inactive identifier is refused at the till.
Create a custom attribute, or change its label, description or choices.

Emails, automations and forms

Write or change the content and design of a campaign, automated email, recurring email or template, copy one email's content over another, or change an email's name and subject line. A campaign can only be changed while it's a draft.
Save an email as one of your own Templates, or save part of one as a saved block.
Create or change a recurring email: a birthday, retention, loyalty update or custom email. It's created as a draft and sends nothing until you activate it.
Build or change an automation: its trigger, steps, branches, filters and settings. It's created switched off. Activating it is a separate yes, because an active automation starts acting on your contacts straight away.
Create a form from a preset or as a copy of another form, change its pages, blocks and settings, or close it. A new form is live straight away, but nobody has its link yet.

Contacts portal, wallet pass and brand kit

Change the texts of your contacts portal pages, and add, edit or remove sections on its home page. Images are changed in the editor.
Change a wallet pass location notification, the text an Apple Wallet pass shows on the lock screen near one of your business profiles, or switch it on or off. Contacts see the change the next time their pass is updated.
Set your brand kit's colours, tagline, form of address and tone of voice, or its social media links.
Create a link code to link a tablet or phone to the Business App, rename a device, switch its debug mode on or off, or link it to a configuration.

Insights and exports

Save a chart it made to one of your dashboards in Insights.
Turn a table it showed you into a CSV file you can download.

It only does what your own role is allowed to do. If your role can't change rewards, the assistant can't either, and only admins can change the brand kit through it.

Tips for the best answers

Time period: last month, last quarter, last 12 months.
Business profile: one location, or all of them.
Breakdown: by month, by business profile.
Comparison: this year against last year.