Ask Yedric in POS
Let store staff ask your Yedric assistant about stock, orders, customers and return policy from Shopify POS, by typing or dictating on the register.
Store staff can ask your assistant questions from the register in Shopify POS: whether a product is in stock, where an order is, who a customer is, what your return window is. They type, or tap the microphone on the keyboard and dictate. The answer appears on screen with cards they can act on, such as adding a product to the sale.
Ask Yedric in POS is part of the Pro plan.
Setting it up
Section titled “Setting it up”You do this once per store, then once on each register.
1. Turn it on in Yedric
Section titled “1. Turn it on in Yedric”- Make sure your store is on Pro. See Plans and billing.
- In the Yedric app, open Capabilities. Under Better with friends, find the Shopify POS card and click Turn on. If Shopify asks for access to your customers, approve it: staff use it to look customers up.
[image:Screenshot of the “Better with friends” section of the Yedric Capabilities page (Apps > Yedric > Capabilities) on a Pro store, showing the Shopify POS card with its point-of-sale icon, the “Off” badge, the text “Staff ask {assistant name} about products, stock, orders and customers from the register.” with a “Setup guide” link, and the “Turn on” button. Spotlight the “Turn on” button.]
2. Add the tile on each register
Section titled “2. Add the tile on each register”On each POS device:
- On the POS home screen, tap Add tile in the smart grid.
- Choose Yedric, then Ask Yedric.
Tiles belong to a device. Adding the tile on one register does not add it to the others.
[image:Screenshot of the Shopify POS home screen on an iPad with the smart grid showing the “Ask Yedric” tile and its rotating example question “Do we have this in a medium?”. Spotlight the “Ask Yedric” tile.]
3. Give staff permission
Section titled “3. Give staff permission”In your Shopify admin, go to Point of Sale > Staff roles and give Use apps that work with Shopify POS to each role that should use Ask Yedric. Without it, the tile does not show for that staff member.
How staff use it
Section titled “How staff use it”Tap Ask Yedric on the POS home screen. Type in Ask a question and tap Send. To talk instead of type, tap the box, then the microphone key on the keyboard, and dictate.
[image:Screenshot of the Ask Yedric window in Shopify POS, with a staff question “Do we have the harbor jacket in medium?” and the answer with a product card showing “Add to sale” and “Open product” buttons. Spotlight the “Add to sale” button.]
Answers are a sentence or two, with cards underneath. Nothing changes the sale until a staff member taps a button:
- Product card: Add to sale (with a button per available size when there are a few) and Open product. If you use Infinite Options, the card asks for the product’s custom options, such as an engraving, before the item goes on the sale. A product whose options the register cannot collect, such as a file upload or a priced option, says so.
- Order card: Open order and Add customer to sale. The customer’s email, phone and address are on the card; the assistant never says them in its answer.
- Customer card: Add to sale and Open profile.
- Proposed change, such as adding an item, a discount on the sale, or running a MESA workflow: a button that asks staff to confirm first. POS still checks the staff member’s own permissions, for example to apply a discount.
Returns and exchanges are done on the order screen in POS. The assistant checks whether an item can be returned and tells staff to open the order.
Staff do not need to prove who a customer is the way shoppers do online. They can find any order by its number.
One conversation per sale
Section titled “One conversation per sale”Each sale gets its own conversation. Switching staff with a PIN, completing a sale, or 20 minutes without a question starts a fresh one. New conversation starts one by hand.
Conversations from the register
Section titled “Conversations from the register”Staff conversations appear in Conversations like any other, and count toward your plan’s conversations.
If the tile says something is wrong
Section titled “If the tile says something is wrong”- Available on Pro: Your store is not on Pro. Choose a plan in the Yedric app.
- Turned off in Yedric: Turn it on in the Shopify POS card.
- Set up Yedric in admin: Open the Yedric app in your Shopify admin and finish setup.