> For the complete documentation index, see [llms.txt](https://help.joy.so/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.joy.so/joy-ai.md). # Joy AI Agent {% hint style="info" %} Joy AI is in Beta and available on Essential plans and above. Responses may occasionally be incomplete — always verify before saving. {% endhint %} ### Overview Joy AI is a conversational assistant built into the Joy app. You can ask it questions about the app, ask it to prepare forms for you, run a strategy planning session, or debug why something isn't working — without leaving the page. It does not make changes without your approval. For most things, it prepares a form and shows you a preview card — you click **Apply** to open the pre-filled form, then save it yourself. For a few direct actions (like adjusting a customer's points), it shows a confirmation card that runs once you click **Confirm**. ### How to open Joy AI Click the **magic wand icon** (✦) in the bottom-left corner of the Joy app. The AI panel slides open on the right side of the screen. The first time you open it, you'll see a **beta consent modal** explaining what the assistant can do and its limitations. Click **I understand, let me try** to proceed. ### The interface The AI panel has four tabs at the top: | Tab | What it shows | | ---------- | ----------------------------------------------------------------------------------------------------------- | | **Chat** | The main conversation — your messages and AI responses | | **Canvas** | A persistent document the AI writes for planning sessions (appears automatically when the AI creates one) | | **Todos** | A task progress list showing what the AI is working through (appears automatically during multi-step tasks) | | **Memory** | Things the AI has remembered about your store and preferences | The **left sidebar** lists your conversation threads. You can create a new conversation, rename, or delete existing ones. ### Starting a conversation Type your message in the input box at the bottom of the Chat tab. You can also: * **@mention a resource** — type `@` to reference a specific product, customer, order, or collection. The AI will have that item in context. * **Use a / command** — type `/` to browse built-in commands (see below). * **Attach an image** — click the image icon or paste from clipboard. Useful for sharing a screenshot when describing an issue. ### Built-in / commands Type `/` in the message box to see a list of ready-made prompts. Select one to send it as your message: | Command | What it does | | ----------------------- | ----------------------------------------------------------------------------------------------------------------- | | `/plan-loyalty-program` | Designs or redesigns your full loyalty program strategy, writes the plan to Canvas | | `/audit-loyalty` | Audits your earning rules, redemption, tiers, touchpoints, and integrations — creates a todo list of improvements | | `/create-vip-tiers` | Designs a VIP tier structure with names, thresholds, and benefits | | `/setup-referrals` | Plans and configures your referral program | | `/analyze-customers` | Segments your customers and shows engagement metrics | | `/check-revenue` | Reviews loyalty program revenue impact and key metrics | | `/optimize-points` | Reviews your earning/redemption rates and recommends adjustments | | `/write-email` | Drafts loyalty email content (welcome, points reminder, re-engagement, etc.) | ### Skills Skills are specialist modules the AI loads on demand. Click the **+** icon in the composer and select **Skills**, or the AI will load them automatically when relevant. | Skill | What it focuses on | | -------------------------------- | -------------------------------------------------------------------------- | | **Loyalty Strategist** | Point economics, tier design, reward psychology, program ROI | | **Retention Expert** | Audits CRR, Repeat Purchase Rate, CLV, Churn Rate, AOV, Purchase Frequency | | **Revenue Optimizer** | AOV optimization, cashback rates, redemption strategy | | **Onboarding Guide** | Setup order, quick wins, store-type recommendations | | **Industry Templates** | Industry-specific configs for fashion, beauty, F\&B, pets, etc. | | **Plan Advisor** | Reviews your current Joy plan and whether you should upgrade | | **Order Points Debugger** | Diagnoses why an order didn't earn points (11-point checklist) | | **Discount Code Troubleshooter** | Diagnoses why a discount code isn't working | | **Referral Program Optimizer** | Referral reward structure, anti-fraud, conversion optimization | | **Campaign Advisor** | Bonus point events, BFCM, seasonal campaigns, re-engagement | | **Notification Customizer** | Email templates, notification variables, content customization | ### Form prefill When you ask the AI to create or configure something, it prepares the form and shows you a **preview card** in the chat. The card lists the key fields and values it will set. Click the **button on the card** (e.g. "Set up Earning Program") — Joy navigates you to the correct settings page with all fields already filled in. Review every field, make any adjustments, then click **Save**. Nothing is saved until you save the form yourself. ### Actions that run after you confirm A few actions don't use a prefill form — instead, Joy AI shows a **confirmation card** and runs the action itself once you approve it. Today this covers **adjusting a customer's points**. For example, ask *"Add 100 points to , reason: compensation."* Joy AI finds the customer and shows a card with the customer, the points change, the new balance, and your reason. Review it, then click **Confirm** to apply it — or **Cancel** to discard. When you confirm: * The customer's balance updates immediately, recorded in their activity log as an **admin adjustment**. * The customer gets an email notification, unless you turn that off on the card. * The action runs only once — confirming twice, or from another tab, won't double-apply it. ### Canvas When you run a planning session (e.g. `/plan-loyalty-program`), the AI writes a structured document in the **Canvas** tab. The tab switches automatically when Canvas content is created. Canvas contains markdown content — headings, tables, lists — that you can read and use as a reference while configuring your program. The AI also uses it to show strategy documents, point economics tables, VIP tier comparisons, or campaign plans. Use the **copy** icon in the Canvas header to copy the full document to your clipboard. ### Task progress (Todos) For multi-step tasks, the AI shows a **Todos** panel listing each step with its status: pending, in progress, or completed. A progress bar shows overall completion. The panel auto-switches to this tab when a task starts, and collapses to show just the active step when minimized. When all steps complete, it shows a "Complete" state. ### Memory Joy AI can remember things about your store across conversations — your program goals, preferences, things you've told it, or decisions you've made. These are stored in the **Memory** tab. You can view, edit, or delete individual memory items directly from the tab. ### FAQs #### Will Joy AI make changes to my store automatically? No — never without your approval. Most changes go through a form prefill card that you open and save yourself. A few direct actions (like adjusting a customer's points) use a confirmation card instead — they run only after you click **Confirm**. Either way, nothing happens without your explicit action. #### Is Joy AI available on all plans? Joy AI is currently available in Beta. Check the in-app panel for current plan availability. #### The AI gave me wrong information — what should I do? Joy AI is in beta and may occasionally be inaccurate. If something doesn't look right, verify it against the help docs or contact the support team. You can also tell the AI it was wrong — it will try to correct itself. #### Can I attach screenshots or images to my message? Yes — paste an image from your clipboard or click the image icon in the composer. This is useful for showing the AI a screenshot of something that isn't working. #### How do I start fresh with a new conversation? Click **New conversation** at the top of the left sidebar. Your previous conversations are saved and you can switch back to them any time. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.joy.so/joy-ai.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.