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Documentation · AI

The right suggestion, at the table, while it still matters.

Real-time prompts to waitstaff mid-service, based on the guest's order and loyalty history, not a generic checkout suggestion.

Live Upsell Nudges setup guide
Estimated setup time: 10 min
Before you start
  • POS and Loyalty set up
  • Staff devices capable of receiving prompts (handheld POS or smartwatch)
Setup steps
  1. 1

    Enable Live Nudges

    Turn it on under AI Agent → Upsell Nudges.

  2. 2

    Choose delivery devices

    Select which staff devices receive nudges (handheld POS, smartwatch, or both) under Upsell Nudges → Devices.

  3. 3

    Set nudge frequency

    Cap how many nudges a staff member gets per table per visit, so it stays useful, not noisy, under Upsell Nudges → Frequency.

  4. 4

    Review suggestion sources

    Confirm it's drawing from order history and loyalty tier, not just a fixed high-margin item list, under Upsell Nudges → Sources.

  5. 5

    Train staff on response

    Show staff that a nudge is a suggestion, not a script — the point is timing, not a forced line.

Tips
  • Cap frequency low at first (1-2 per table) — a constant stream of nudges gets ignored fast.
  • The best nudges reference something specific ("they usually add a side") rather than a generic upsell prompt.
  • Review which nudges actually convert under Analytics → Menu Performance and prune the sources that don't.
Troubleshooting
  • Nudges aren't reaching a device.
    Confirm the device is registered under Upsell Nudges → Devices and signed in for that shift.
  • Staff say nudges feel repetitive.
    Lower the frequency cap under Upsell Nudges → Frequency, and check the source list isn't too narrow.
Still stuck on live upsell nudges setup?
Email us directly, a real person on the team replies.