Everything staff need at the counter, nothing they don’t.

Look up any customer, find a purchase from its receipt, and help shoppers get back into their accounts.

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At the counterExample
Staff ViewExample access
Selected customerMaya R.
Points
1,240
Available reward
Coffee on us

Choose an example customer to see their wallet.

Local Staff View example. No balance is changed and no reward is redeemed.

Great service starts with knowing the customer.

When staff can pull up a customer in seconds, rewards get used, signups get finished, and every shopper feels like a regular.

Everything staff need at the counter, nothing they don’t.

Staff View lets your team look up a customer’s wallet, update their details, adjust points, and redeem rewards, with the right level of access.

Find any wallet
Look up a customer and see their points and rewards.
Redeem rewards
Apply a customer’s reward at checkout.
Update details
Fix a phone number or email on the spot.
Finish signups
Approve customers waiting to join loyalty.
A retail team member helps an adult customer at a warm wooden shop counter
Customer service workspaceExample
MR
Maya R.Staff View · Example customer
Loyalty member
Customer walletPoints and available rewards
Profile detailsPhone and email
Loyalty signupsPending approval
Access follows the staff role.Owners control who may add or edit points.

Illustrative staff tools. Account access and changes are not performed.

Find any purchase from its receipt.

Search a receipt ID to see which customer it belongs to and the sale behind it.

  1. 1

    Copy the receipt ID from your POS

  2. 2

    Search it in AIQ

  3. 3

    See the customer and the sale

  4. 4

    Fix anything that’s off

Receipt lookupExample
Juniper DowntownReceipt JC-1042 · Example
Customer
Maya R.
2 oat lattes
$13.50
Almond croissant
$4.50
Total
$18.00
Linked to Maya’s customer profile

Search JC-1042 to inspect this fictional receipt.

Only the example receipt can be searched. No POS or customer system is contacted.

Bring a customer’s account back, safely.

If a profile was deleted or hidden for privacy reasons, the customer can request recovery and get their account and points restored.

  1. 1

    The customer opens the chat on aiq.com

  2. 2

    They choose Account Recovery

  3. 3

    They confirm and submit a request

  4. 4

    Their account and points are restored

Customer account recoveryExample
Account RecoveryCustomer-initiated request · Example
Let’s help you get back in.

The customer opens the chat on aiq.com and chooses Account Recovery.

Request made by
The customer
Customer confirmation
Required
Recovery includes
Account and loyalty points
Staff cannot make this request.The customer controls the recovery process.

Illustrative recovery path. No account request is submitted or restored.

Frequently asked questions

Do staff need their own login?

Yes. Each team member signs in with their AIQ credentials.

Can I control what staff can change?

Yes. Access is set by role, and owners decide who can add or edit points.

Where do I find the receipt ID?

In your POS, or in the points history on the customer’s profile.

Can staff request recovery for a customer?

No. For privacy reasons, only the customer can make the request.

What gets restored?

The customer’s account and their loyalty points.

Explore related Personas features.

See all Personas features
Unified customer profilesLearn moreBuilding your customer listLearn morePoints controlsLearn more

See it with your own customers.

We’ll show you how Personas fits your business.

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