Help Center

Answers to every question about installing, configuring, and operating Aedan Rose. For platform-wide incidents, see the System Status page.

Quick Index

→ Getting Started → Widget Integration → AI Agents → AI Training → Dashboard & Analytics → Conversations → Employee Management → Scheduling & Time Off → Tasks & Operations → Team Chat & DMs → Billing & Plans → Stripe Integration → Account & Privacy → Troubleshooting

Getting Started

How do I install Aedan Rose on my website?
Three steps:
  1. Sign up at aedanrose.ai/login (free plan available, no credit card).
  2. Open the admin dashboard → Dev tab → copy the personalized embed code.
  3. Paste it into your website's <head> section.
Full step-by-step instructions in the Integration Guide. Most installations complete in under 3 minutes.
What's the first thing I should do after signing up?
In order:
  1. Complete your Restaurant Profile — Settings → Profile. Fill in cuisine, hours, location, and price range. The AI uses these for every customer response.
  2. Upload training documents — Settings → Training. At minimum: your menu PDF and an About PDF (hours, policies, location). More on training →
  3. Customize branding — Settings → Branding. Pick your primary color and widget position.
  4. Test the widget — Dev tab → live preview. Ask questions about content you uploaded.
  5. Install on your website — copy the embed code from the Dev tab.
How do I upload my menu?
Admin dashboard → Settings → Training → click Upload Document → choose your menu PDF. Aedan Rose extracts items, prices, and descriptions automatically. For best results, the PDF must contain selectable text — image-only or scanned PDFs need OCR first (try Adobe Acrobat → "Recognize Text"). See AI Training for the full workflow.
Do I need technical skills to use Aedan Rose?
No coding required. The widget installs by pasting one script tag. AI training is drag-and-drop PDFs. Customization is in the dashboard. The only step that may need help is pasting the embed code into your CMS — and we have platform-specific guides for WordPress, Shopify, Wix, Squarespace, and custom HTML.
Is there a free trial or free plan?
There's a permanent Free plan with 25 conversations/month, 3 employees, and the full 5-agent AI. No credit card required to sign up. Upgrade anytime when you outgrow it. See all plans →

Widget Integration

Where does the widget code go?
Inside the <head> section of your website's HTML, on every page where you want the widget to appear. The widget uses defer loading, so it never blocks page render. Full installation guide →
What attributes does the widget script accept?
Exactly four:
  • data-restaurant-id (required) — your unique restaurant ID
  • data-positionbottom-right (default), bottom-left, top-right, or top-left
  • data-primary-color — hex color for the launcher (overrides dashboard branding)
  • data-api-url — alternate API endpoint (only for self-hosted enterprise deployments)
Full reference in the Embed Attribute Reference.
Can I embed the widget as a full-page iframe instead of a floating bubble?
Yes — use the iframe embed format. See Iframe Embedding. The Dev tab in your dashboard also has a "Customize iFrame" button that generates the code with your chosen dimensions.
My CMS strips <script> tags — what do I do?
Common platforms strip scripts from the body editor but allow them in dedicated header-injection areas:
  • WordPress: use "Insert Headers and Footers" plugin or edit header.php
  • Shopify: edit theme.liquid before </head>
  • Wix: Settings → Custom Code → Place in Head on all pages
  • Squarespace: Settings → Advanced → Code Injection → Header (Business plan or higher)
Will the widget hurt my site's performance?
No measurable impact in normal use. The script loads with defer, so it never blocks initial page render. For maximum performance, add <link rel="preconnect" href="https://aedanrose.ai"> to your <head> above the widget snippet — this starts the TLS handshake earlier.
Can I run multiple restaurants from one site?
Each widget instance is scoped to one Restaurant ID. If you operate multiple locations, you have two options: (1) one widget per location-specific subdomain (cleanest, recommended), or (2) a single multi-location restaurant configured in your dashboard with location switching handled by the AI. Contact help@aedanrose.ai to discuss multi-location setups.

AI Agents

What is the "5-agent system"?
Aedan Rose isn't one AI — it's five specialized agents coordinating behind the scenes. Customers see only Aedan Rose; the others are domain specialists.
  • Aedan Rose — primary customer-facing agent (greetings, general Q&A, routing)
  • Raguel — reservations & booking validation
  • Remiel — menu & dietary specialist (ingredients, allergens)
  • Michael — operations & logistics (takeout, delivery, hours)
  • Raphael — sentiment analysis & escalation
All 5 agents are included on every plan — even Free.
Which AI model does my plan use?
  • Free: Gemini 2.5 Flash Lite
  • Starter: Gemini 2.5 Flash
  • Professional, Growth, Business: Gemini 2.5 Pro
  • Enterprise: Gemini 3 Flash (Exclusive)
Higher tiers produce more nuanced, context-rich responses — especially for dietary edge-cases and reservation logic.
Does Aedan Rose use OpenAI or Anthropic?
No. Aedan Rose uses Google's Gemini models exclusively. Customer conversations are processed via Google Cloud's Vertex AI service.
What does "AI Confidence Score" mean?
A 0.0–1.0 score on every AI response indicating how confident the model is in its understanding of customer intent and the accuracy of the information retrieved from your training data. Scores above 0.8 indicate high confidence. Scores below 0.5 typically mean the customer's question wasn't covered in your training documents — see AI Training for how to improve coverage.
Can the AI handle non-English customers?
Yes — 100+ languages supported on every plan. The AI auto-detects customer language and responds in kind. Your training documents can be in English — the AI translates context across languages automatically.

AI Training

How do I train the AI on my restaurant's data?
Admin dashboard → Settings → Training.
  1. Click Upload Document.
  2. Drag in your PDF(s) — menu, hours/policies, FAQ, etc.
  3. Wait for status to flip from queuedprocessingcompleted (usually 1–3 minutes per document).
  4. Test in the widget preview by asking specific questions about content from those PDFs.
What documents should I upload?
At minimum:
  • Menu PDF — organized by category, with prices, descriptions, and ingredient/allergen info
  • About / Policies PDF — hours, location, phone, reservation policy, delivery/takeout, dietary accommodations, dress code
Optional but recommended: FAQ PDF, wine list, kids' menu, catering info, gift cards, loyalty program.
My PDF was uploaded but the AI doesn't know about it
Two common causes:
  1. Status is not "completed." Check Settings → Training. If it says failed, the PDF was unreadable (usually image-only). Re-export as text PDF or run OCR first.
  2. Image-only PDF. Open the PDF and try to select text with your cursor. If you can't highlight a word, the AI can't read it either. Adobe Acrobat's "Recognize Text" tool fixes this.
How do I update training data when my menu changes?
Delete the old PDF in Settings → Training, then upload the new version. The knowledge base re-indexes automatically. The AI does not auto-detect changes on your live website — you must re-upload.
Why does the AI give generic answers?
Three common causes:
  1. No training data uploaded yet. Or only a partial menu. Add an About/policies PDF.
  2. Empty Restaurant Profile. Settings → Profile → ensure cuisine, hours, location are filled.
  3. Question is outside scope. If a customer asks about something not in your PDFs, the AI politely says so. That's correct behavior — add it to a PDF if it should be covered.
Does training cost extra?
No — training is included on every plan. Re-training (rebuilding the knowledge base after a document change) uses one training credit per run. Free plan includes limited training credits; paid plans include generous allotments for typical update cadence.

Dashboard & Analytics

How do I access the analytics dashboard?
Log into aedanrose.ai/admin and navigate to the Analytics tab. You'll see sub-tabs for Revenue, Customer Intelligence, AI Performance, Operational, and Email Analytics.
What's in each Analytics sub-tab?
  • Revenue — orders, reservations, average ticket size, period-over-period change
  • Customer Intelligence — new vs returning, top intents, sentiment trends, drop-off points
  • AI Performance — confidence scores, resolution rate, escalation rate, response time
  • Operational — peak hours, busiest days, staff coverage gaps
  • Email Analytics — campaign open/click rates, deliverability, unsubscribes (from SendGrid)
Can I filter analytics by time period?
Yes — every analytics view supports 7-day, 30-day, 3-month, and all-time filters. The default is 30 days.
Can I export analytics data?
CSV export is available on Professional plans and above. Click the download icon in the top-right of any chart.

Conversations

How do I see customer conversations?
Dashboard → Conversations tab. You'll see Active, Recent, Reservations, and Completed sub-tabs. Each is searchable by customer phone, name, or content.
Can staff jump in mid-conversation?
Yes. Open any active conversation and click Takeover. The AI pauses; you can chat directly with the customer. Click Return to AI to hand back when done.
What counts as a "conversation" for billing?
One conversation = one customer session, regardless of how many messages they send. A session ends after 30 minutes of inactivity (60 minutes if payment is pending). If the same customer returns the next day, that's a new conversation.
What happens if I hit my monthly conversation limit?
The widget continues to load, but new customer sessions receive a polite "we're at capacity, please call us at [your phone]" message. Existing in-flight sessions complete normally. Upgrade or add an overage pack ($8 per 100 extra conversations) anytime — service resumes immediately.

Employee Management

How do I add team members?
Dashboard → Management → EmployeesInvite New Employee. Enter their email and select a role. They'll receive an invite email; once they accept, they appear in your team list.
What are the available roles?
Four roles, in ascending capability:
  • Server — view own shifts, request time off / trades, use team chat
  • Manager — approve time off & trades, edit schedules, manage tasks
  • Admin — full operational access including employees, analytics, AI configuration
  • Owner — everything, plus billing, plan changes, and account deletion (one per restaurant)
Full breakdown: Role Permissions table.
How many employees can I have?
Depends on plan: Free 3, Starter 5, Professional 10, Growth 15, Business 25, Enterprise 50. Extra employees: $5/employee/month on any plan.
Can I change someone's role?
Yes — Management → Employees → click the employee → change Role dropdown. Only Owner and Admin can change roles. You can't demote yourself below Admin if you're the only one.

Scheduling & Time Off

How do I build a schedule?
Dashboard → Operations → Schedule. Drag shifts onto the calendar, assign employees, set times. Save publishes the schedule and notifies affected staff via in-app + email.
How does time off work?
Servers request time off via Operations → Time Off → Request. Managers/Admin approve via the same tab. Approved time off auto-blocks shift assignments for that period.

PTO accrual by role:
  • Owner: 30 days/year, annual accrual
  • Admin: 25 days/year, annual accrual
  • Manager: 20 days, monthly accrual
  • Server: 14 days, monthly accrual
How do shift trades work?
A server posts a shift for trade → other eligible servers see it and can claim → manager/admin approves the trade → schedule updates automatically. All in Operations → Shift Trades.
Can I block dates from shift requests (e.g., for holidays)?
Yes — Operations → Blackout Dates. Add a date range with a reason; time-off requests during that range are auto-rejected with the blackout reason.

Tasks & Operations

How do I create recurring tasks (e.g., opening checklist)?
Dashboard → Operations → Tasks → Templates. Create a template with the steps, assignment rule, and recurrence (daily/weekly/monthly). Each cycle, instances auto-generate and assign.
How do staff complete tasks?
Staff see their assigned tasks in Operations → My Tasks. Check off completed items; managers see real-time completion in the team view.
Can I require photo proof or manager verification?
Yes — when creating a task template, toggle "Require photo" or "Require manager verification". Verification-required tasks aren't marked complete until a manager approves.

Team Chat & DMs

How does team chat work?
Dashboard → Team Chat. There's a group channel everyone sees, plus direct messages between any two team members. Messages support reactions, pins, and read receipts.
Can managers pin announcements?
Yes — managers and admins can pin any message to the top of the group channel. Pinned messages appear in the slim banner above the chat. Click the thumbtack icon on a message → Pin.
Are messages persistent?
Yes — message history is retained indefinitely. Search past messages by content or author. Deleted messages are removed for all team members.

Billing & Plans

How do I upgrade my plan?
Dashboard → Settings → Billing → Change Plan. Pick a plan, complete Stripe checkout. Upgrades take effect immediately; new conversation/employee/email limits are available right away. Plan comparison →
Can I cancel anytime?
Yes. Settings → Billing → Cancel Subscription. Service continues until the end of your current billing period — no refunds for the unused portion of the current period. After expiry, your account drops to the Free plan automatically (no data loss).
What payment methods do you accept?
All major credit/debit cards via Stripe-hosted checkout. Card data never touches Aedan Rose servers — it's processed entirely on Stripe's PCI-DSS-certified hosted page. Enterprise plans support ACH and invoicing — contact help@aedanrose.ai.
Do you offer annual discounts?
Yes — choose annual billing at checkout for a discount versus monthly. The exact discount is shown in the Stripe checkout summary.
What are add-ons?
Top up any plan without changing your tier:
  • Extra conversations — $8 per 100
  • Extra emails — $5 per 100
  • Extra employees — $5/employee/month

Stripe Integration

What is Stripe Connect and do I need it?
Stripe Connect lets the AI agent accept payment from your customers (e.g., for online orders or deposit-required reservations) and deposit funds directly into your Stripe account. You only need it if you want to accept payments through Aedan Rose. Subscription billing for the platform itself works without Connect.
How do I connect Stripe?
Dashboard → Settings → Payments → Connect Stripe. Follow the OAuth flow to link your existing Stripe account (or create one). Aedan Rose redirects to /stripe-callback when complete. Full step-by-step in the Stripe Connect guide.
What does Aedan Rose see in my Stripe account?
Only the data needed for charges initiated by the AI: payment intent IDs, charge IDs, refund IDs, and customer email/phone. We never read your full transaction history or your other Stripe customers.
Does Aedan Rose charge a transaction fee on customer orders?
Aedan Rose does not take any percentage of your food revenue. A 3% AI Service Fee is added on top of the customer's order and paid by the customer (not deducted from your sales) for the AI-powered ordering experience.
What is the Stripe payment processing fee?
Stripe — the payment processor every Aedan Rose transaction runs through — charges its industry-standard rate of 2.9% + $0.30 per successful card transaction for US domestic cards. This is the same rate charged by every major payment processor (PayPal, Square, Adyen, Shopify Payments, etc.) and is set entirely by Stripe.

Aedan Rose has no control over this fee. It is deducted by Stripe directly before funds settle to your bank account. We do not receive any portion of it, and we cannot reduce or waive it.

For Stripe's published rates by region and payment method, see stripe.com/pricing. Full disclosure in our Terms of Service.
Why are international/Amex/business cards charged more?
Stripe charges higher fees on international cards, currency conversion, certain card brands (e.g., American Express), and high-risk payment methods — these are Stripe's standard surcharges that apply to all merchants on Stripe, not specific to Aedan Rose. See stripe.com/pricing for the full breakdown.

Account & Privacy

How do I delete my Aedan Rose account?
You have two options:

Option 1 — From the mobile app (fastest): Open the Aedan Rose app (available on the App Store and Google Play) → More → Profile → scroll to the bottom → tap "Delete Account Permanently." Confirmation is immediate.

Option 2 — From the web: Visit aedanrose.ai/delete-account and submit a deletion request. We'll email you a verification link, then our team reviews your request within 3–5 business days for security before the account is deleted.
What gets deleted when I delete my account?
Everything associated with your account is permanently removed: your profile and login, all restaurants you own, employees, schedules, orders, reservations, VIP bookings, menu data, AI training data, customer conversations, analytics, notifications, and push device tokens. This action cannot be undone.

Certain records may be retained in our financial or security logs as required by law (typically up to 7 years) in anonymized form.
I can't sign into the app — how do I delete my account?
Use the web form at aedanrose.ai/delete-account. You don't need to be signed in. Enter the email your account was registered under, we'll email you a verification link, and our team reviews and processes the deletion within 3–5 business days.
I have a paid subscription — will deleting the account stop billing?
Before deleting your account, cancel your subscription separately at aedanrose.ai/admin → Settings → Billing to stop future Stripe charges. Deleting your account also cancels any active subscription, but doing it in this order prevents a final pro-rated charge.
How long does the web deletion request take?
After you click the verification link in the email we send you, our team reviews the request within 3–5 business days. You'll receive a final confirmation email once the deletion has been completed. The review step is a security measure that prevents someone else from requesting deletion on your behalf.
Where is my data stored?
In secure, multi-region data centers operated by enterprise-grade cloud providers. Customer conversations and analytics are isolated per restaurant at the database level via Row-Level Security. No cross-tenant data leakage is possible — see the Security Overview.
Do you sell my data?
No. Aedan Rose does not sell, rent, or trade any restaurant or customer data. Full policy: /privacy-policy.html.

Troubleshooting

Widget doesn't appear on my website
Step-by-step:
  1. Open your site in an incognito/private window — rules out ad blockers and extensions.
  2. Press F12 → Console tab. Look for any errors mentioning "aedanrose" or "widget".
  3. F12 → Network tab → reload. Confirm widget.js loads with status 200.
  4. Verify the embed code is in <head>, not <body>.
  5. Confirm your data-restaurant-id matches what's shown in your dashboard Dev tab.
Full diagnostic: in your admin dashboard, open the Dev tab → Troubleshooting Guide.
Widget loads but AI doesn't respond
Check in order:
  1. System Status page/status.html. If there's an active incident, no action is needed on your side.
  2. AI training completed? Settings → Training → confirm status completed on your documents.
  3. Plan limit? Settings → Billing → check current usage against your plan's monthly limit.
  4. Re-copy the embed code from your Dev tab in case it was outdated.
AI gives wrong or generic answers
Almost always a training-data quality issue. Check Settings → Training: are your documents marked completed? Are the PDFs text-based (not scans)? Is your Restaurant Profile (Settings → Profile) fully filled out? See AI Training for the complete workflow.
Brand colors or position won't update on the live widget
Hard-reload the page where the widget is embedded (Ctrl+Shift+R on Windows, Cmd+Shift+R on Mac). The widget script is cached aggressively. If you use a CDN like Cloudflare, also purge cache there. If your embed snippet has inline data-primary-color or data-position, those override the dashboard settings.
CORS errors in the browser console
If you see "blocked by CORS policy" errors, your site origin needs to be whitelisted. Settings → Security → Allowed Origins. Each origin must be exact (scheme + host + port). See the CORS & CSP guide.

Still Need Help?

Check live platform health on our System Status page, browse the full Integration Guide, or reach out:

Email: help@aedanrose.ai

We typically respond within 24 hours on business days.