Mo — AI assistant

A grounded reporting assistant that reads your live numbers, never invents KPIs, and drafts the actions it proposes for your sign-off.

Club ownersStaff

Overview

Mo is the reporting assistant built into Join The Club — not a chatbot that guesses, but a grounded interface over your live numbers. Ask a question in plain language, get an answer backed by recognised-revenue KPIs from your actual data. Receive daily and weekly briefings by email (Resend) or WhatsApp (Twilio). And when Mo spots something worth acting on, it proposes the next step for you to confirm or cancel — never executing changes on its own.

Every tool Mo uses is club-scoped and tenant-safe. Your data stays yours. Token budget and model tier controls keep costs predictable as you scale.

How it works

Plain-language chat over live analytics

  1. You ask a question in natural language

    Type a question — "What was revenue yesterday?", "Who are my top members this month?", "Any stuck deliveries right now?" Mo parses intent against your club's available data sources.

  2. Mo queries live, recognised-revenue data

    Mo pulls from the same analytics engine that powers your dashboard — completed orders, inventory levels, membership stats, delivery statuses. No cached guesses, no invented figures.

  3. You get a grounded answer with context

    Responses include the actual numbers, the period they cover, and relevant comparisons. If data is missing or insufficient, Mo tells you plainly instead of filling the gap with speculation.

Daily & weekly briefings

  1. Mo compiles your club's highlights

    At the scheduled time, Mo aggregates recognised revenue, order volume, top products, active alerts, and notable changes from the period — daily for a snapshot, weekly for a deeper review.

  2. Briefings respect your club boundary

    Every figure in a briefing comes from your tenant's data only. Multi-club owners receive separate briefings per venue, never a blended view that leaks context across clubs.

  3. Review on your schedule

    Briefings appear in the Mo panel on your dashboard and can be delivered via digest channels. Read them in the morning standup or forward key lines to your team.

Email & WhatsApp digests

  1. Choose your channels and schedule

    Configure digests through Resend for email and Twilio for WhatsApp. Set daily or weekly cadence and pick which sections — revenue, alerts, top sellers — each digest includes.

  2. Digests pull live KPIs at send time

    Unlike static reports, digests query your data when they go out. The numbers in this morning's email reflect last night's close, not a template from last month.

  3. Per-staff preferences control who gets what

    Each staff member sets their own digest preferences — daily email, weekly WhatsApp, or dashboard only. Owners get the full briefing; cashiers might want alerts only.

Proactive insights via realtime push

  1. Mo watches for noteworthy changes

    Revenue drops, sudden stockouts on bestsellers, membership lapse spikes, and stuck deliveries trigger proactive insights based on the same alert logic your dashboard uses.

  2. Insights push over Socket.IO

    New insights appear on your realtime dashboard the moment Mo generates them — no refresh, no waiting for the next digest. See problems while there is still time to act.

  3. Insights link to proposed actions

    Each proactive insight can include a suggested next step — restock, reassign, reach out to a lapsed member — that flows into the proposed-actions workflow for your review.

Proposed actions — confirm or cancel

  1. Mo drafts, you decide

    When Mo recommends an action — restocking a SKU, sending a win-back message, adjusting a campaign audience — it presents a clear summary of what will change and why.

  2. Confirm to execute, cancel to dismiss

    Nothing happens until you tap confirm. Cancelled proposals are logged but not executed. Mo never modifies your inventory, sends messages, or changes settings without explicit owner approval.

  3. Action history builds accountability

    A log of confirmed and cancelled proposals gives you an audit trail of what Mo suggested and what you approved — useful for reviewing decisions and tuning Mo's usefulness over time.

Capabilities

  • Plain-language chat over live analytics — Ask questions in natural language and get answers grounded in recognised-revenue KPIs, orders, inventory, and membership data from your club's live database.
  • Daily & weekly briefings — Automated performance summaries compiled from real period data — revenue, top sellers, alerts, and notable changes — delivered on a schedule you control.
  • Email (Resend) + WhatsApp (Twilio) digests — Push briefings and highlights to email or WhatsApp with live KPIs pulled at send time, not stale templates.
  • Proactive insights via realtime push — Mo surfaces noteworthy changes — revenue drops, stockouts, lapse spikes — on your Socket.IO dashboard before you think to ask.
  • Proposed actions — confirm / cancel — Mo drafts actionable next steps but never executes without your explicit sign-off. Confirm to proceed, cancel to dismiss.
  • Token budget & model tier controls — Cap AI usage per period and choose the intelligence level that fits your plan. Predictable costs as your club grows.
  • Club-scoped, tenant-safe tools — Mo reads and proposes only on your venue's data. Strict tenant isolation means no cross-club leakage, even for multi-location owners.

Operator tips

Frequently asked questions

Common questions about mo — ai assistant.

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