Adtro Help Centre

The dashboard sidebar groups every feature. Where things live: - Top: Dashboard (home overview), Stores (each outlet's customer storefront), Sales (revenue trends). - Operations: POS (walk-in register), Inventory (products & stock), Orders (fulfilment & refunds), Bookings (reservations), Outlets (locations, hours, holiday closures), AI Assistants (this workspace), Marketing (social posts). - CRM: Messaging (WhatsApp inbox), Advertise (storefront ad campaigns), WhatsApp (Business connection & templates), Guests (customer profiles), Rewards (loyalty programs). - Settings: QR Codes (table/outlet codes), Team (staff, roles & permissions), Packs (unlock expert bots). The avatar menu (top-right) has Brand, AI Models, Brand Memory, and Billing. Availability varies by plan/permissions, so some items only show for certain roles or plans. Tell me what you're trying to do and I'll take you straight there — or do it for you.

Recommended setup order for a new brand: 1. Dashboard > Onboarding wizard (or the setup checklist on the Dashboard home) — walks through the essentials. 2. Operations > Outlets: create each outlet (name, address, opening hours, WhatsApp number). 3. Operations > Inventory: add products manually, or attach an Excel/CSV in this iBot chat and ask me to import it — any column layout works. 4. Stores: create a storefront per outlet, pick its mode (ordering, booking, queue), set payment methods, then Publish. 5. Settings > QR Codes: design and print table/outlet QR cards so customers can order via WhatsApp. 6. CRM > Rewards: switch on a loyalty program if wanted. 7. Team: invite staff and assign roles. I can do several of these for you — just ask (e.g. "import this spreadsheet", "set up a stamp card loyalty program").

Dashboard (first sidebar item) shows the day-to-day overview: headline sales, recent orders, and shortcuts into each area. For deeper numbers use Sales (trends, revenue) or ask me directly — I read live data, e.g. "how were sales last week?" or "what are my best sellers this month?".

Stores (sidebar) is where each outlet's customer-facing storefront lives. 1. Stores > Add Store: pick the outlet, a mode (ordering, booking, or queue), and a URL slug. 2. Products shown come from Operations > Inventory (assign stock to the outlet). 3. Open a store to manage it: Settings covers payment methods, delivery/pickup/dine-in options, and the checkout policy text; theme options control look and feel. 4. Publish when ready — customers reach it via the WhatsApp link or QR code (see Settings > QR Codes). Customers don't browse a URL directly: they message your WhatsApp number and receive their personal session link.

Per store: Stores > open the store > Settings > Payment. - Stripe: card payments, captured automatically. - PayNow QR: customer transfers and uploads a payment proof screenshot. With manual approval on, new orders wait in Operations > Orders where staff tap View proof and approve or reject. - Pay at cashier: order is placed unpaid and settled in person. You can also set a checkout policy line (e.g. "No refunds") in Settings > Payment — it shows in the customer's confirm dialog.

Operations > Inventory manages the product catalogue. - Add product: name, category, price, stock, images, variants (e.g. size/flavour with price add-ons), tags. - Stock: total stock plus per-outlet allocations; storefronts sell from their outlet's allocation. - Status: active, out of stock, or archived. I can make changes for you: "set Curry Chicken price to $8.50", "mark Kaya Toast out of stock", or "restock Milo to 100" — each creates a pending action a teammate confirms.

Three ways to bulk-import products: 1. Fastest — right here in chat: attach your Excel (.xlsx) or CSV (paperclip icon) and tell me to import it. Any column layout works; I read the headers, map the columns, and prepare an import that a teammate with inventory permission confirms with one tap. 2. Menu PDF or photo — attach a PDF menu or a clear photo of your menu/price list in chat and say "import this into my inventory". I extract every item with its price and category for one-tap confirmation. 3. Template — Operations > Inventory > Import > Download template. Fill the inventory_template sheet (name*, category*, price*, total_stock* required) and upload it on the same page. Invalid rows are skipped and listed so you can fix and re-upload.

Operations > Orders lists every order across outlets with live status. - Move an order along with the action button on its card (confirm > preparing > ready > completed). When an order is marked ready, the customer gets a WhatsApp message to collect; pickup orders then show Mark collected to finish. - PayNow QR orders with manual approval show View proof — approve or reject the payment there. - Open an order for full details and a printable invoice (Print / Save as PDF). - Refunds: open the order > Refund item or Full refund. Card payments are refunded via Stripe automatically; you can also choose to hand back cash instead. Every refund records which staff member did it and why. Cashiers can also refund without leaving the register — POS > Refunds shows today's paid orders. - End-of-day report: the button on the Orders page downloads today's takings by payment method plus every order line (Z-report CSV) — or turn on the nightly email in Settings > Brand Memory. - There is no customer self-service cancellation; staff handle exceptions directly. Ask me things like "orders today", "any unpaid orders?", or "show pending QR payments".

Operations > POS is the staff-facing point-of-sale for keying in walk-in orders: pick products, take payment (cash/card/PayNow), and the order enters the same Operations > Orders flow. - Refunds: the Refunds button in the POS header lists today's paid orders — refund an item or the whole order without leaving the register. Card-paid orders can be refunded back to card (Stripe) or handed back as cash; every refund records the staff member and reason. - Happy-hour prices apply automatically at the register during their windows (regular price shown struck through). Available when the POS feature is enabled on your plan.

Operations > Bookings shows all reservations; confirm, seat, complete, cancel, or mark no-show from each booking. Customers book through a store in booking mode (Stores > create/open one with booking enabled). Policy settings — turn time, lead times, slot interval, party size limits, reminders — can be changed by asking me (e.g. "set booking slots to every 30 minutes, max party of 8") — I'll prepare the change for a teammate to confirm.

Operations > Outlets manages physical locations: create an outlet with name, address, opening hours, and its WhatsApp number. Each outlet gets its own stores, inventory allocations, QR codes, and appears in reports. - Opening hours: per-day schedule with quick-fills (same hours every day, or weekday/weekend split). - Public holidays & closures: in the same dialog, one tap closes the outlet on every gazetted Singapore public holiday; you can also add specific dates (renovation, private events). On a closed date the storefront blocks ordering and eBot tells customers you're closed. You can also just ask me: "close us on all public holidays" or "close the Bedok outlet on 17-18 Feb for CNY" — I'll prepare it for one-tap confirmation.

Sales (sidebar) shows revenue dashboards and trends across outlets and time ranges. For instant answers ask me: "sales last month vs this month", "best sellers this week", "worst sellers", "top customers", or "how is my business doing?" — I read live data and can generate a finance report.

CRM > Guests lists customer profiles with contact info, order and visit history, and loyalty progress. Profiles build automatically as customers order via WhatsApp. Ask me for segments and insights: "top 10 customers by spend", "who hasn't visited in 60 days?" — and I can send a WhatsApp campaign to a segment (pending your confirmation).

CRM > Rewards runs loyalty: - Program types: stamp card, spend & save, visit milestone, first-timer reward, and a points program. - Points: set the earn ratio (e.g. 1 point per $1, or 1 point per $10) and the redemption rate (points needed per $1 off). Customers redeem points as a discount at checkout. - Tiers give member discounts applied automatically at checkout. - Reward catalog: percentage off, dollar amount off, or a free item (pick the product); optional minimum spend per reward. - Customers tab tracks each guest's progress; you can adjust a guest manually or ask me to. Customers see their loyalty card and vouchers in their storefront profile ("My loyalty card").

Vouchers are Grab-style — no codes to type. When a customer has vouchers, checkout shows a voucher dropdown ("N available"); they tap one to apply it. Ineligible vouchers show why (e.g. minimum spend not met, free item not in cart) and vouchers auto-release if the cart changes and no longer qualifies — nothing is burned. Vouchers come from the reward catalog (CRM > Rewards) when a guest redeems a reward, and from first-order or milestone programs.

CRM > WhatsApp manages the WhatsApp Business connection: - Connect/Reconnect links your Meta WhatsApp Business account; Re-check readiness verifies the setup. - Template Submission & Approval: broadcast messages must use Meta-approved templates — submit and track them here. - Campaigns tab shows broadcast history and status. To send a broadcast, ask me ("send a 10%-off campaign to lapsed customers") — I'll draft it as a pending action for confirmation, using an approved template.

CRM > Messaging is the WhatsApp conversation inbox. eBot (the customer-facing AI) answers routine questions automatically; when it escalates or you want to step in, open the conversation and reply as staff. Use this for order queries, complaints, and anything needing a human touch.

Operations > Marketing connects social accounts and manages posts: create a post, publish, and track per-platform stats (impressions, reach, engagement) once posted. Ask me for "trending content ideas" for inspiration grounded in what's popular now.

CRM > Advertise runs self-serve ads shown on Minishop storefronts across the network. 1. New campaign: set objective, budget and schedule, then the creative (headline, description, image, CTA) — a live preview shows exactly how customers see it. 2. Review and pay: the campaign goes to payment, then approval, then serves. 3. Draft campaigns show Resume setup; the list tracks status, spend, impressions, and clicks. Ask me to draft one: "create an ad campaign for my weekend promo, $50 budget" — it becomes a pending draft you finish in Advertise.

Operations > AI Assistants is this workspace. - iBot (me): ask about live business data, how to use any feature, or tell me to do things — imports, price changes, campaigns, loyalty changes. Changes always become pending actions a teammate confirms; I never change data silently. - Expert bots (Finance, Bookkeeping, Legal, HR, Marketing, Operations) go deeper in their specialty — switch via the bot selector. Availability depends on plan/packs (Settings > Packs). - Attach files (paperclip) to give me documents, spreadsheets, or menu PDFs/photos to work with. - Personality: managers can set the assistants' tone, voice notes, and an eBot customer greeting via the Personality button — your brand's voice on top of the platform rules. - Rate replies with 👍/👎 — thumbs-down replies are reviewed to improve the assistants.

In Operations > AI Assistants, the documents/knowledge area stores uploaded files (PDF, Word, Excel, CSV). - Visibility: INTERNAL documents are only used by iBot and staff; PUBLIC documents also feed eBot's answers to customers — check visibility before uploading anything sensitive. - Files you attach in iBot chat are stored as INTERNAL. - eBot answers customer FAQs from PUBLIC knowledge; ask me "what are customers asking that we can't answer?" to find gaps worth adding.

eBot chats with your customers on WhatsApp: answers FAQs from PUBLIC knowledge-base documents, quotes the live menu (including happy-hour prices), and escalates to staff when unsure (conversations appear in CRM > Messaging). - "Where's my order?" — eBot looks up the sender's own recent orders (matched by their WhatsApp number, never anyone else's) and replies with live status. - Hours & holidays — eBot answers "are you open on Chinese New Year / this Sunday?" from your outlet schedule and closure dates. Configure its behaviour in Operations > AI Assistants; set its greeting and tone via the Personality button. Keep its knowledge fresh by uploading PUBLIC FAQ documents.

Team (sidebar, under Settings) manages staff access: 1. Invite Team Member: enter their email and pick a role; they join via the invite link. 2. Roles: built-in owner/admin/staff roles, or Create Custom Role and Edit Role Permissions to fine-tune (e.g. orders only, no billing). 3. Department Bot Access controls which AI expert bots each department can use. If someone can't see a page, their role is missing that permission — an owner/admin can edit it here.

Settings > QR Codes generates the QR cards customers scan: - Per outlet: a storefront QR; for dine-in, per-table QRs that carry the table number into orders. - Customise the design (colours, logo), then download or print the cards (per-outlet "QR Cards" print view). - Copy QR destination link gives the underlying link if you want it elsewhere. Scanning opens WhatsApp with a friendly prefilled message; sending it gets the customer their personal ordering link.

Click your avatar (top-right) > Settings > Billing for the current plan (Solo, Growth, Enterprise), usage, and upgrades — features like POS, expert bots, and higher AI usage unlock on higher plans. Settings > Packs (sidebar) manages subscription packs that unlock specific expert bots. For disputes or account deletion, contact the platform administrator.

Click your avatar (top-right) for the Settings pages: - Settings > Brand: brand profile (name, logo, details). - Settings > AI Models: choose which AI model powers each assistant. - Settings > Brand Memory: the persistent facts I remember about your business (goals, preferences) — view and manage them here, or tell me "remember that ..." and I'll save it (with your confirmation).

Customer flow: they scan your QR or message your WhatsApp number > receive a personal storefront link > browse the menu, add to cart, and check out (choosing pickup/delivery/dine-in and a payment method). In their storefront profile they see order history, "My loyalty card" (points, tier, progress), and their vouchers; at checkout eligible vouchers appear in a dropdown and points can be redeemed for a discount. Order updates (confirmed, ready for collection) arrive via WhatsApp automatically.

Show items only at certain times, or sell them cheaper during a window: - Availability windows — Operations > Inventory > edit a product > Menu Scheduling: pick days and hours (overnight windows supported). Outside the window the item is hidden from the storefront. Great for weekend-only or lunch-only menus. - Happy-hour price — same card: a promo price with its own windows. During the window the storefront and POS charge the promo price with the regular price struck through; checkout honours it automatically. Or just ask me: "set Tiger beer to $5 on weekdays 5-8pm" or "remove the beer promo" — I'll prepare it for one-tap confirmation.

Adtro keeps real books with almost no data entry: - Revenue posts itself — every day's net sales flow into the ledger automatically (refunds included). - Expenses from receipts — upload a supplier invoice or receipt to the Finance bot and say "record this as an expense"; it extracts the vendor, amount and date for one-tap confirmation. - Reports — ask any assistant "generate a P&L for this month" or "balance sheet" for a downloadable PDF, ready for your accountant. Finance and Bookkeeping expert bots (Growth plan+) also handle bank statement CSV imports and reconciliation.

Three opt-in emails run themselves (Settings > Brand Memory > Automated insights): - Business digest — sales, bookings, inventory and top customer questions, weekly / fortnightly / monthly, sent to the owner plus up to 10 staff emails. Growth+ includes revenue vs costs with the P&L PDF attached. - Daily anomaly alerts — a heads-up when sales drop sharply, stock runs critically low, or eBot escalations spike. - Nightly end-of-day report — after 9pm, today's takings by payment method with the full order list attached as CSV (drawer reconciliation, or import into your POS/accounting software).

Make the assistants sound like your brand: - AI Assistants > Personality (managers): pick a tone (friendly, professional, playful, concise), add voice notes (e.g. "call customers 'boss' casually"), and set eBot's greeting for new customers. Platform safety rules always still apply. - Rate any reply 👍/👎 — thumbs-down replies go to a review queue so the assistants keep improving.

Ask me first — I can explain any feature or do many tasks for you. There's also Help & Support in the dashboard for platform contact options. For billing disputes or account deletion, contact the platform administrator.