Set up Ops Agent
Turn the Operations Agent from a chat box into an operating partner: give it real data, set a goal, invite the right people, then run a first prompt that produces useful work you can review and approve.
What the Ops Agent is
The Operations Agent opens from Ask Ding in your dashboard. It is the owner-facing side of Ding: it analyzes your restaurant, proposes campaigns and menu actions, forecasts demand, and surfaces the highest-impact work through its quick-action chips. It is strongest when it has real data and a clear target, and when you review its output rather than accept it blindly.
- The Operations Agent is for goals, campaigns, forecasts, menu work, and owner decisions.
- It reads your live menu, settings, and connected POS data as context.
- It proposes work; you approve, edit, or dismiss it, and it learns from that.
Step 1: Give it real data
Recommendations are only as good as the data behind them. Before you judge the Ops Agent, make sure it can see your real menu and, ideally, real operating numbers.
- Confirm your menu is accurate and current in the Menu tab.
- In Settings > Integrations, connect Square, Clover, or Toast so forecasting and insights use real sales.
- If POS is not available yet, that is fine; the agent still works from menu and settings context.
Step 2: Set a goal
A goal turns generic advice into targeted action. Instead of asking the agent for ideas in a vacuum, tell it what outcome you care about and let it work backward. Goals can be monthly or weekly.
- Set a goal such as increasing reservations over walk-ins or lifting customer ratings.
- Keep goals concrete and measurable so progress can be tracked.
- Review and reset goals each cycle so recommendations stay relevant.
Step 3: Bring in the right people
Ops work is more valuable when the people who execute it can see it. Add managers or operators so they can review goals, forecasts, and the action queue before service.
- Invite managers or operators through Settings > Team with the right role.
- Keep billing and owner-level access limited to trusted admins.
- Point each person to the part of the Operations Agent they own.
Step 4: Run a first prompt that creates work
Start with the outcome, not a broad question. A specific business goal turns into analysis, a campaign, a forecast, or a menu action you can act on immediately.
- Try: Help me increase Tuesday dinner traffic without discounting the whole menu.
- Try: Build a campaign around our high-margin pasta dishes for next weekend.
- Try: Forecast Saturday demand and tell me what to prep more carefully.
- Try: Find menu items that look popular but may be hurting margin.
Step 5: Review, approve, and refine
The Ops Agent reduces busywork without hiding decisions from you. Check the Home action queue for the work it proposes, then approve what is ready and correct what is not.
- Use What I would do today on Home as your action queue for high-impact work.
- Review generated campaign content and menu edits before you use them, checking they match the real restaurant.
- Dismiss low-value actions so the queue stays useful.
- Use follow-up prompts to fix tone or assumptions instead of starting over.