Rewards & Offers

Setting Up Discount Presets

Discount presets are pre-configured offers the AI can suggest to customers.

To Create a Discount:

1. Go to Settings → Rewards → Discounts

2. Tap Add Discount

3. Configure:

Field	Description	Example
Name	What customers see	"20% Off Your Next Visit"
Type	Percentage or Dollar amount	Percentage
Value	The discount amount	20
Severity	When AI should suggest this	Medium
Expiration	Days until code expires	30

1. Set redemption options:

   • In-store - Add a POS code for your system

   • Online - Add a code for your website

2. Tap Save

Recommended Discounts:

Severity	Suggested Discount
Low	10-15% off
Medium	20-30% off
High	40-50% off

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Setting Up Free Item Presets

Free items are often more memorable than discounts.

To Create a Free Item:

1. Go to Settings → Rewards → Free Items

2. Tap Add Free Item

3. Configure:

Field	Description	Example
Name	What customers see	"Free Dessert"
Description	Details	"Choice of any dessert up to $10"
Severity	When AI should suggest this	Low
Expiration	Days until code expires	14

1. Set redemption options (POS code, online code)

2. Tap Save

Popular Free Items by Business Type:

Business	Low	Medium	High
Restaurant	Free dessert	Free appetizer	Free entree
Cafe	Free cookie	Free drink	Free meal
Retail	Free accessory	Free item up to $X	Store credit
Salon	Free product sample	Free add-on service	Free service

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Severity Tiers

Severity tiers connect complaint severity to appropriate offers.

How It Works:

1. AI analyzes complaint → assigns severity (Low/Medium/High)

2. AI looks at your severity tier configuration

3. AI suggests the offer you've assigned to that tier

To Configure:

1. Go to Settings → Rewards → Severity Tiers

2. For each tier, select:

   • Default discount preset

   • Default free item preset

3. Save

Example Configuration:

Severity	Discount	Free Item
Low	10% off	Free cookie
Medium	25% off	Free appetizer
High	50% off	Free entree

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Online vs In-Store Codes

You can set different codes for online and in-store redemption.

In-Store (POS) Codes

• Used by your staff when customer visits

• Can match your POS system's discount codes

• Customer doesn't see this code

• Staff enters it during checkout

Online Codes

• Sent to customer in their email

• Customer enters at checkout on your website

• Must match your e-commerce system

Configuration:

When creating a discount or free item:

• Allow In-Store: Toggle on, enter POS code

• Allow Online: Toggle on, enter customer-facing code

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Expiration Settings

Set how long customers have to redeem their offers.

To Configure Default Expiration:

1. Go to Settings → Rewards

2. Set Default Expiration Days (e.g., 30)

3. This applies to all new offers

Per-Offer Expiration:

You can override the default for specific presets:

1. Edit the discount/free item

2. Change Expiration Days

3. Save

Recommendations:

Offer Value	Suggested Expiration
Small (10-15% off)	14-30 days
Medium (20-30% off)	30-45 days
Large (40%+ off)	45-60 days

Shorter expirations create urgency. Longer expirations show generosity.