Getting Started

Start a Conversation

Coach AI works just like chatting with a person — simply type your question or request into the chat bar. You can start with something simple like:

  • Show me drive thru sales for the last month.
  • Trend my net sales for the last 14 days.

Coach AI understands natural language — no formulas or coding needed.

How to Ask Better Questions

The more context you give, the better your results. Here's how to move from simple to powerful prompts:

Prompt Type Weak Prompt Strong Prompt What Makes It Strong
Descriptive → Diagnostic "Show me Discounts." "Why did discounts increase this week over last week?" Asks why, not just what.
Contextual "Show transactions." "Show transactions by discount type to see which promos drive the most sales?" Connects data to business goals.
Predictive "Show last month's net sales." "Based on last month's Net Sales, what should I expect for this month?" Focuses on forecasting and planning.