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Ask an AI assistant

Use this page to learn what an AI assistant can do with your Fran-Trak data, and what it cannot do.

Who can do this: anyone with a portal account and at least one active store.

What it is

You can ask about your stores in plain words, in an AI app such as Claude or ChatGPT. For example, type "How were sales last week?" and get the answer in the chat. The app signs in to Fran-Trak with your own portal username and password. It sees only the stores your portal account can see, and nothing more.

To set it up, see Connect your AI app. For ideas, see Things to ask.

Which apps work

App Where you use it
Claude claude.ai in a browser, or the Claude Desktop app.
ChatGPT chatgpt.com, through a custom connector.
Google Antigravity The Antigravity desktop app, IDE or command line.
Claude Code The command line, for people who already use it.

AI access is part of every Fran-Trak plan. Your AI app may need its own paid plan to add a connector.

What it can do

The assistant can look up:

  • Sales: gross and net sales, transactions and average check, by day, week, month or hour.
  • Comparisons: store against store, and this year against the same days last year.
  • Top and bottom sellers: your best and worst menu items for any dates.
  • Today so far: each store's sales today, compared with yesterday and the same day last week.
  • Alerts: the alerts you set up on your portal dashboard, and which ones are red.
  • Reports: many of the portal's reports, such as Daily Sales Summary, Void Detail and Labor & Payroll Summary.
  • Inventory: estimated stock on hand, days of supply, and what to reorder. This needs inventory counts in Fran-Trak.
  • Online orders: orders from your ordering app and website, their status, and one order in full.
  • Menus: an item's price at each store, and what is out of stock right now.

It can also do a few things for you:

  • Mark an online order ready, send it to the register again, or cancel it.
  • Refund an online order's card payment, in full or in part.
  • Send a message to an online order's customer.
  • Set a product's par level for reorder suggestions.
  • Change a menu item's price at a store.
  • Mark menu items out of stock, and back in stock, at a store. See Out of stock (86).

Connected before October 7, 2026?

Remove the Fran-Trak connector and add it again to get the menu price and out-of-stock actions. See Connect your AI app.

Everything else is read-only. See Actions that change data below.

What it cannot do

  • It cannot see stores your portal account cannot see.
  • It does not report on inactive stores. They show in the store list, marked inactive.
  • It cannot add, rename or delete menu items, change a brand's regular prices, or change stores, users or settings. Use the portal for those.
  • It cannot ring up sales or refund register sales. Use the register for those.
  • It cannot switch your account to another brand.

Who can do what

What you can ask depends on your role in the portal.

Your role What you can ask and do
Store User Sales, reports, alerts, today so far and inventory, for your own stores.
Store Manager All of the above, plus viewing online orders, changing menu prices and marking items out of stock.
Store Owner and above All of the above, plus the order actions, refunds, customer messages and par levels.

Administrators see every store they cover in the portal. Store owners, managers and users see only the stores ticked for them.

Live charts and tables in Claude

In Claude, some answers arrive as a live panel in the chat, not as text.

Panel What it shows
Sales dashboard Sales tiles and a chart for the dates you asked about.
Report table A report you can sort, page through and export.
Current status Today so far, store by store.
Reorder suggestions Products to reorder, with suggested quantities.
Order card One online order, with buttons for its actions.

You can change the dates, stores or sorting inside a panel. The assistant follows along. Export and full-screen buttons appear only when your app supports them.

Other apps may show the same answers as text.

Actions that change data

Some requests change real orders and real money

Cancelling an order, refunding it, marking it ready and messaging a customer all reach the customer. Cancels and refunds cannot be undone. Read what the assistant is about to do before you agree.

For a cancel or a refund, Fran-Trak tells the assistant to check with you first. It states the order, the customer and the amount. Fran-Trak cannot see your chat, so it cannot check that the assistant asked.

Other actions run as soon as the assistant asks. These are marking an order ready, re-sending it, messaging a customer and setting a par level.

Most AI apps ask you to approve an action before it runs. Check what you are approving.

A par level applies to that product in every store in your brand, not just one store.

A price change or an out-of-stock mark at one store runs as soon as the assistant asks. For more than one store, or for everything made with an ingredient, Fran-Trak tells the assistant to show you what will change and ask first. A price change never applies to every store unless you name them.

Your privacy

  • Your password goes to Fran-Trak's own sign-in page. The AI app never sees it.
  • The answers go to the AI app you connected. Anyone who can read that chat can read them.
  • Online order answers can include customers' names, email addresses and phone numbers. Share chats with care.
  • Fran-Trak records each request to your account. Order actions, refunds, par changes, price changes and out-of-stock marks are recorded with your username.
  • Each AI sign-in appears in the portal's login history, like a portal sign-in.

What your AI app keeps, and for how long, is set by that app. Check its own privacy settings.