AI Agents are Rundoo AI workers you set up once — they run on a schedule and text you the results.
In the POS mode, open Rundoo AI at the bottom of the Analytics group — then switch to the Agents tab at the top of the page.
An agent is Rundoo AI set up to run on its own. You write one natural-language prompt, pick a schedule and the Staff who should get the result, and Rundoo AI runs it every day, week, or month — texting the output to those Staff's phones.
The split is: Chat is ask-now; Agents is schedule-and-forget. Same model, same data, same plain-English prompts — just the difference between you sitting down to ask a question and the answer showing up at 6pm without you opening the app. Start in Rundoo AI to get a feel for how Rundoo AI answers; come back here when the same question is worth asking every day.
Think of an agent as your night manager. While you're locking up, it's reviewing the day and deciding what you need to know in the morning.
Every agent is one of three Types. The Type is the mental shape of what the agent produces — pick it first, then write the prompt.
Inspects yesterday's activity and texts you what's worth noticing. Good for the morning-coffee read: sales totals, margin outliers, lapsed customers, inventory that slipped under the line. The flagship is the Daily AI Summary itself — a Rundoo-shaped version of "how did yesterday go?" that real owners tap into before they drive to the store.
Prompt pattern: "At 6pm each day, review yesterday's sales and flag anything unusual — low-margin transactions, customers who went quiet, inventory running low. Text me the top 3–5 issues with transaction IDs and a one-line reason each."
Proposes a purchase order or similar action-oriented output. Good when a restock or reorder question recurs on a predictable cadence: weekly Benjamin Moore, monthly cycle count list, seasonal catch-up on slow-moving SKUs. The agent doesn't place the order — it drafts the list so you can review, adjust, and submit.
Prompt pattern: "Every Friday at 7am, review Benjamin Moore product levels across Menlo Park and Redwood City. Text me a proposed order with SKUs and quantities based on sales the past 4 weeks and current stock."
Answers a recurring business question. Anything you'd otherwise pull a Report for every Monday morning — customers past due, aging balances, top-20 price vs competitors, negative-on-hand. One prompt; one scheduled answer.
Prompt pattern: "Every Monday at 8am, check our top 20 SKUs against nearby competitors. Text me any SKU priced more than 5% above competitors, with the gap and competitor name."