Help Centre
Adtro Help Centre
Crawlable, public guides for using Adtro. Account-specific assistance remains available through iBot inside the authenticated dashboard.
Where everything lives (dashboard map)
The sidebar has ten doors. Open one and its sub-pages appear underneath it.
Getting started / onboarding
Home is the one place to start. Its "Set up your business" list shows what to do next, ticks each step off as it sees it…
Home
Home (first sidebar item) is the day-to-day overview: what still needs setting up, headline sales, and recent orders.
Storefronts
Storefronts (sidebar) holds each customer-facing ordering link. Each storefront sells from its own Location, so a second…
Launch a new storefront
Launch (from Home, or Storefronts > new) creates a storefront in three steps and takes about five minutes.
Designing a storefront (the Design screen)
Storefronts > open one > Design is where a storefront's look and layout are built. Two columns: the controls on the left…
Payment methods (Stripe, PayNow QR, cashier)
Per storefront: Storefronts > open one > Settings > Payment.
Products & stock
Products (sidebar — labelled "Menu" for a restaurant and "Services & Products" for a salon) manages the catalogue.
Bulk import products (Excel/CSV)
Three ways to bulk-import products. The first two run through the Operations assistant (Assistants > Operations) — it is…
Food cost: ingredients, recipes and margin per dish
Products > Food cost works out what a dish costs to make, from the supplier bills you have already posted.
Orders & fulfilment
Orders (sidebar) lists every order across every Location with live status, and chimes when a new one arrives.
Refunds, returns & exchanges
Products > Returns & exchanges (called Refunds on an F&B menu) is where money goes back and stock comes back.
Delivery queue & shipments
Orders > Delivery is the dispatch queue: every order that has to travel, newest first, with the delivery fees they carry…
POS (walk-in orders)
POS (sidebar) is the staff-facing register for keying in walk-in orders: pick products, take payment (cash/card/PayNow),…
Bookings & reservations
Orders > Bookings shows all reservations, the floor plan and the walk-in queue for a Location.
Locations, opening hours & holiday closures
Settings > Locations manages the physical places you trade from: create one with a name, address, opening hours, and its…
Reports (revenue & trends)
Reports (sidebar) shows revenue dashboards and trends across Locations and time ranges — it was called Sales, and the na…
Customers
Customers (sidebar) lists customer profiles with contact info, order and visit history, and loyalty progress. There is o…
Segments (saved customer audiences)
Customers > Segments holds audiences you define over your own customers. The Sales assistant works through them and camp…
Leads (enquiry pipeline)
Assistants > Leads tracks every enquiry from arrival to won or lost — including enquiries from companies who have never…
Quotes
Assistants > Quotes prices a job from your own menu, sends it as a document, and turns it into a real order rather than…
Outreach sequences (follow-ups)
Assistants > Sequences sends a planned follow-up over an audience you saved, from your own WhatsApp number, and stops th…
Rewards, wallets & vouchers
Customers > Rewards runs loyalty, in four tabs:
Vouchers at checkout
Vouchers are Grab-style — no codes to type. When a customer has vouchers, checkout shows a voucher dropdown ("N availabl…
WhatsApp connection & templates
Settings > WhatsApp connection manages the WhatsApp Business account for the whole business:
Link your social (WhatsApp, Instagram, Messenger, Telegram)
Customers can message you on any channel you link, and each one can send them their ordering link.
Messages (customer chats)
Messages (sidebar) is the conversation inbox — one inbox for the whole business, across WhatsApp and any other channel y…
Social posts
Campaigns > Social connects social accounts and manages posts: create a post, publish, and track per-platform stats (imp…
Broadcasts (WhatsApp to many customers)
Campaigns > Broadcasts sends one approved message to many customers at once, from your own WhatsApp number.
Ads (paid placements)
Campaigns > Ads runs self-serve ads shown on OTHER merchants' Adtro storefronts across the network — it is the one campa…
Assistants: Guide, the expert bots, and who does what
Assistants (sidebar) opens the hub. Two kinds of assistant live there, and the difference is the whole point.
Knowledge base documents
In Assistants, each bot's Knowledge tab stores the files it reads (PDF, Word, Excel, CSV).
eBot (customer-facing AI)
eBot chats with your customers on WhatsApp: answers FAQs from PUBLIC knowledge-base documents, quotes the live menu (inc…
Team, roles & permissions
Settings > Team manages staff access:
QR codes (tables & shopfronts)
Settings > QR codes generates the QR cards customers scan:
Billing, plans & packs
Settings > Billing shows the current plan (Solo, Growth, Enterprise), usage, and upgrades — features like POS, expert bo…
Settings (business profile, AI models & memory)
Settings (sidebar) is everything you set up once and rarely touch again, in four groups:
What customers see (storefront flow)
Customer flow: they open your storefront link, scan your QR, or message your WhatsApp number for a personal link > brows…
Menu scheduling & happy-hour pricing
Show items only at certain times, or sell them cheaper during a window:
Operations assistant: stock, bookings, buying and food cost
The day-to-day running of the floor lives in the Operations assistant: Assistants > Operations > Floor. It has up to eig…
FinBot: setting up your books
FinBot keeps your accounts: Assistants > FinBot > Books. Before its figures can be trusted it needs five facts. The Dash…
FinBot: bills, sales and the bank, week to week
Sales from your storefront post themselves every day. The rest of the books is four jobs, each in its own workspace in A…
FinBot: month end, reports and your accountant
Once a month, in this order (Compliance only appears in the Accountant view — switch at the bottom of the workspace list…
FinBot: when something looks wrong
"Add to P&L" is greyed out: FinBot could not read a total. Type it into the bill's Total box, or open Review & fix — if…
HR: staff, hours, leave and pay runs
The staff work lives in the HR assistant: Assistants > HR > Dashboard. It has eight workspaces in the rail on the left.
Staff on WhatsApp: payslips, leave and clock-ins from their phone
Staff can read their own payslips and leave, apply for leave, ask for a letter, claim an expense and clock in or out — o…
Appointments: treatments, staff and rooms (salon, spa, clinic)
For a Salon / Spa / Clinic, Orders > Appointments (the Bookings page) books a person for a length of time. It has three…
Packages: prepaid sessions, bundles and credit
A package is something a customer pays for now and uses over several visits.
Commission, incentives and targets
Two names are kept on every sale: Served by (who was at the till — it prints on the receipt) and Done by, per item (who…
Hiring: post a role and move applicants to staff
Hiring lives in Assistants > HR > Hiring.
AI usage, credits and which model runs each assistant
Assistants > Manage > Usage and credits shows what the assistants have consumed this cycle; the credits left this cycle…
Automatic report emails
Three opt-in emails run themselves (Settings > Brand memory > Automated insights):
Assistant personality & reply feedback
Make the assistants sound like your brand:
Promo codes
A promo code is one code anyone can type at your online checkout or the till — for a flyer, a post or a partner. Unlike…
Closing, reopening or deleting a location
Settings > Locations shows each location with its status. A location's menu (three dots) has three different ways to sto…
Several brands on one login, and handing over ownership
One login can belong to more than one brand — for example if you run two businesses, or someone invited you to theirs. O…
Help & support
Every dashboard page has a help button in the top bar — it opens the guide for the screen you are on, without leaving it…