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How to use Jim Agent?

What Jim's AI assistant can do, how to use it, and what to ask it.

Jim is your AI assistant inside the app. It reads your actual sales data and gives you answers about your business, not generic advice.

Ask it a question and it acts. It's available 24/7, free.


How to open Jim

  1. On your Home screen, tap the ✨ button

  2. Type your question in the chat field

  3. Wait a few seconds for your response

If the ✨ turns purple, there's a message or alert waiting for you. Open it and see what Jim found.


What Jim can do

Jim isn't just a chatbot that points you to articles. It learns from every transaction you make and can take real actions, not just give answers.

  • Sales & Analytics

    Pull up your numbers and spot patterns.

"How much did I make this week?"

"What was my best day?"

"How did yesterday close?"

"Am I on track for $10K this month?"

  • Marketing

    Understand your customers and what's working.

"Where do my clients like to shop?"

"What are my competitors doing to reach them?"

Operations Find bottlenecks and ways to run faster.

"Should I open earlier?"

"What's slowing down my day?"

  • Expansion

    Find new ways to grow and new places to sell.

"Are there any artist markets happening soon?"

"Any markets near me this Saturday?"

Jim can also do things for you, like create a payment link. Just ask.


Spot opportunities near you

Jim surfaces nearby events, markets, and fairs where you could set up and sell. It picks them based on your business type, so a food truck sees food truck fairs, an artist sees art markets, and so on.

Each suggestion comes with the event name, date, location. You see it, you apply, you sell.


Account and business info

Jim can pull up details about your account right from the chat:

  • Transaction details for any sale

  • Your sales history

  • Business statements

  • Help Center articles on any topic

No digging through menus. Just ask.


Troubleshooting

Having issues with payments, card setup, or registration? Jim helps you figure out what's wrong without waiting for a human. Ask it what's going on and it'll walk you through it.

If the issue needs a real person, Jim can point you to human support.


Stay informed

Jim keeps you in the loop with:

  • Reminders, like updating your registration

  • System updates

  • New feature announcements


Privacy and security

All activity with Jim is encrypted. Transactions are PCI compliant and protected by real-time fraud prevention. Your data stays yours.


FAQ

Is Jim Agent free?

Yes. It's included with your account, no extra cost.

Is Jim available all the time?

Yes, 24/7. It doesn't sleep, take breaks, or go on vacation.

Can Jim actually do things, or just answer questions?

Both. It can answer questions about your business, and it can take actions like creating stuff for your business. Just ask.

Can Jim replace human support?

Jim handles most things on its own. If something needs a real person, it points you to human support, available Monday to Friday, 9am to 5pm EST.


Need more help?

Human support is available Monday to Friday, 9am–5pm EST.

✨ Talk to Jim, our AI smart help, available 24/7.

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