HomeLive Upsell Nudges
Documentation · AIThe 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
Enable Live Nudges
Turn it on under AI Agent → Upsell Nudges.
- 2
Choose delivery devices
Select which staff devices receive nudges (handheld POS, smartwatch, or both) under Upsell Nudges → Devices.
- 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
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
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.
Related modules
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