AI Agents (Scale Plan)

• How AI agents automatically monitor your production, inventory, and business performance
• How to configure notifications and review agent suggestions
• How to approve, dismiss, or execute agent recommendations

What are AI Agents?

AI Agents are specialized assistants that work 24/7 to keep an eye on your bakery's operations. Unlike one-time reports, agents continuously monitor your data and proactively alert you to opportunities, risks, and actionable insights. You get four types of agents, each focused on a different area of your business:

• Production Agent — Monitors your baking schedule, matches demand to production capacity, tracks equipment use, and suggests batch optimization
• Inventory Agent — Watches stock levels, suggests reorders before you run out, alerts you to unusual ingredient usage, and prevents stockouts
• Analytics Agent — Detects trends in your sales and customer behavior, flags anomalies, and identifies growth opportunities
• Marketing Agent — Recommends product promotions, targets the right customers, and suggests loyalty engagement tactics

Accessing Your AI Agents

To view your agents and their activity, go to Dashboard and select Agents from the sidebar. You'll see a real-time overview of all four agents, their current activity, and recent suggestions.

How Agents Work

Agents run automatically on a daily schedule and also respond instantly to important events in your bakery. For example:

• If your Production Agent detects a potential stockout, it automatically alerts your Inventory Agent to suggest a reorder
• If your Analytics Agent spots a sudden spike in demand, it can trigger your Production Agent to recommend a schedule adjustment
• Agents can cascade up to 3 levels deep, meaning one agent's finding can trigger another, which can trigger a third

Reviewing and Acting on Agent Suggestions

When an agent makes a suggestion, you'll see it on the Agents dashboard with three options:

1. Approve — Accept the suggestion and execute it now
2. Dismiss — Decline the suggestion; the agent will learn from this feedback
3. Execute Now — For pending suggestions, run the recommendation immediately instead of waiting

Each suggestion shows a risk level (low, medium, or high) and a clear explanation of why the agent made that recommendation. Take time to review the reasoning — agents are smart, but you know your bakery best.

Setting Up Notifications

Control how and when you hear from your agents by configuring your notification preferences:

1. On the Agents dashboard, click Notification Preferences (usually in the top right)
2. Choose your alert settings:
   • Email alerts — Get critical and urgent suggestions sent to your email
   • Daily digest — Receive a summary of all agent activity at a set time each day (timezone-aware)
   • Push notifications — Enable notifications on your phone or browser for time-sensitive alerts
3. Click Save Preferences

Viewing Execution History

Every action your agents take is logged in your execution history. To review what happened:

1. Go to the Agents dashboard
2. Click the Execution History tab
3. Browse the complete audit trail of agent actions, including timestamps, status, and results

This history helps you understand what your agents are doing and gives you confidence that nothing is happening without a record.

Next Steps

• Learn about AI usage limits on the Scale Plan
• Create and manage recipes for better production insights
• Add and manage your ingredient inventory