Chapter 07 Overview: Messages, AI, Tools
What You Will Complete
- Use Messages to communicate with customers and manage conversations reliably.
- Understand how to use the AI Assistant / AI Phone features (where available).
- Use the Tools Center for common operations and shortcuts.
- Configure safety tools and kiosk mode for in-store devices.
Preparation
- Decide which devices are “front desk” vs “staff only” and who can access them.
- Make sure staff understand basic privacy and account security practices.
Suggested Learning Order
- 01 Messages and Conversations
- 02 AI Assistant and AI Phone
- 03 Tools Center
- 04 Safety Tools and Kiosk Mode
Estimated Time
- Quick read: 20-30 minutes
- Hands-on setup: 30-45 minutes
Completion Checklist
- You can find, reply to, and manage message conversations without missing customers.
- You can enable/disable safety and kiosk settings appropriately for store devices.
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