Aida, your order assistant
Tell Aida what changed on an order in your own words. It prepares the edits, you approve each one, and you can undo them later.
Aida updates an order from a plain-language note, like "Shiloh moved the delivery to the 19th, we paid them 7k, check 2210". It prepares the changes, you check each one, and nothing is saved until you apply it.
Update an order with Aida
Open Aida
On the order page, click Ask Aida at the top right. A chat panel opens on the right (full screen on a phone or tablet).
Say what changed
Type what happened in your own words in Tell Aida what changed… and press Enter. Or start from a suggestion: Record a payment, Change a delivery date or Update a spec field.
A few examples:
- "Coast Appliance delivery moved to Dec 2"
- "Paid Pacific Stone the balance today, check 1187"
- "Add a countertop supplier, Pacific Stone, $9,400, order PSF-2291"
- "Handles changed to brushed brass, status is Order Placed now"
Press Shift+Enter for a new line.
Check each proposed change
Aida answers with a card for each change. Each card shows the old value, the new value and the words from your message it is based on. Click Approve or Reject on each one.
If something is unclear, Aida asks you a question first. Just answer in the box.
Apply
Click Apply 2 changes (the number matches the changes you approved). Only now is anything saved. A green card confirms what was applied, with an Undo button.
What Aida can and can't do
| Aida can | Aida can't |
|---|---|
| Change the order's fields, including the status | Delete anything |
| Add a supplier to the order | Change the client's details |
| Change a supplier's category, name, order number, delivery date, cost or notes | Change another order, or users and settings |
| Record a payment to a supplier that's already on the order | Set Income, Expenses, Profit, Margin or Still owed (Salone calculates these) |
| Add a task to the order |
Undo a change
Changes made with Aida are listed on the order's Activity tab, with who made them and when.
Open Activity
On the order page, click the Activity tab.
Undo
Click Undo next to the change. It then shows as Undone.
Undo only works while the value is still what Aida set. If someone has changed it since, Salone explains why it can't undo. A supplier that Aida added can only be undone while it has no payments.
Good to know
- Limits: a message can be up to 2,000 characters and one reply can hold up to 20 changes. Each person can send Aida up to 20 messages an hour. After that, try again later.
- Minimize or close: minimizing keeps the conversation and leaves a small Aida button to reopen it. Closing clears the conversation.
- Memory: Aida remembers the recent conversation while the panel is open, and keeps it if you reload the page.
- Who can use it: everyone on your team. Clients never see Aida.
- If Aida says it isn't set up yet, or that updates are unavailable, email support@salonecrm.com.