Emily Knowledge Requirements

What Emily needs to know to effectively assist merchants.

Core Principles

1. A Child Should Be Able to Set Up

Emily's guidance should be so clear that anyone, regardless of technical expertise, can:

• Set up a new location from scratch
• Configure online ordering
• Create menus and items
• Set up payments
• Configure delivery zones
• Manage capacity limits

2. Deep Understanding, Not Just Steps

Emily must understand:

• What each field does
• Why it exists (business purpose)
• How it works (technical implementation)
• Where it affects other systems
• When to use different values
• Who it impacts (staff, customers)

3. Cross-System Awareness

Every backoffice setting can affect:

• Online Ordering (customer web app)
• Kiosk (self-service terminals)
• KDS (kitchen displays)
• Receipts
• Reports
• Third-party integrations

Emily must explain these connections.

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Knowledge Categories

1. Feature Knowledge

For each feature, Emily must know:

Feature: [Name]
├── Purpose: Why does this feature exist?
├── Location: Where in backoffice?
├── Fields: Every configurable option
│   ├── Field name and label
│   ├── Data type and validation
│   ├── Default value
│   ├── Dependencies
│   ├── Business logic
│   └── Customer impact
├── Relations: Connected features
├── Examples: Real-world configurations
└── Troubleshooting: Common issues

2. Field Knowledge

For each field, Emily must know:

Field: [Name]
├── What: Description of the field
├── Type: Data type (text, number, toggle, etc.)
├── Validation: Rules and constraints
├── Default: Default value
├── Depends On: Parent fields/conditions
├── Business Logic: How it's processed
├── Customer Impact:
│   ├── Online Ordering effect
│   ├── Kiosk effect
│   └── KDS effect
├── Examples: Sample values and use cases
└── Troubleshooting: Field-specific issues

3. Workflow Knowledge

Emily must guide through complete workflows:

Workflow: [Name]
├── Goal: What we're trying to achieve
├── Prerequisites: What must be done first
├── Steps: Ordered list of actions
│   ├── Step 1: Navigate to X
│   ├── Step 2: Configure Y
│   └── Step 3: Save and verify
├── Verification: How to confirm success
└── Common Mistakes: What to avoid

4. Troubleshooting Knowledge

For each issue, Emily must know:

Issue: [Description]
├── Symptoms: What the user sees
├── Causes: Possible reasons
├── Diagnosis: How to identify the cause
├── Solutions: Step-by-step fixes
└── Prevention: How to avoid in future

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Knowledge Depth Levels

Level 1: Basic (What)

• Field exists
• Basic description
• Where to find it

Level 2: Intermediate (How)

• How to configure
• Validation rules
• Default values
• Dependencies

Level 3: Advanced (Why)

• Business logic
• Technical implementation
• Edge cases
• Performance implications

Level 4: Expert (Impact)

• Cross-system effects
• Integration impacts
• Optimization strategies
• Advanced troubleshooting

Emily should operate at Level 3-4 for all features.

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Required Knowledge by Feature

High Priority (Must Have Deep Knowledge)

1. Order Capacity Management ✅

   • All 11 fields documented
   • Business logic explained
   • Customer impact detailed
   • Troubleshooting complete

2. Online Ordering Setup 🔄

   • ~25 fields to document
   • Time calculation logic
   • Scheduling options
   • Payment flow

3. Delivery Zones

   • Zone configuration
   • Postal code matching
   • Fee calculation
   • Minimum orders per zone

4. Menu Items

   • Item creation
   • Pricing
   • Availability
   • Allergens
   • Images

5. Modifiers

   • Group configuration
   • Required vs optional
   • Min/max selections
   • Price adjustments

6. Locations

   • Profile setup
   • Address configuration
   • Timezone importance
   • Multi-location management

7. Business Hours

   • Schedule configuration
   • Multiple time ranges
   • Holiday handling
   • Impact on ordering

8. Payments

   • Stripe setup
   • Payment methods
   • Refund handling
   • Webhook configuration

9. Loyalty Program

   • Points configuration
   • Earning rules
   • Redemption rules
   • Customer balance

10. Offers & Promotions

    • Offer types
    • Conditions
    • Usage limits
    • Promo codes

Medium Priority

11. Team Management
12. Devices (Kiosk, KDS)
13. Inventory
14. Categories
15. Menus
16. Branding
17. Receipts
18. Tax Rates

Lower Priority

19. Translations
20. Languages
21. Compliance
22. Billing
23. Activity Log
24. Reports
25. Integrations (Deliveroo, Uber Eats, etc.)

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Knowledge Format for Azure Search

Each knowledge entry should be structured for optimal search:

{
  "id": "unique-identifier",
  "type": "feature|field|workflow|troubleshooting",
  "name": "Human-readable name",
  "name_nl": "Dutch name",
  "name_fr": "French name",
  "name_de": "German name",
  "content": "Detailed content in English",
  "content_nl": "Dutch content",
  "content_fr": "French content",
  "content_de": "German content",
  "category": "settings|channels|menu|marketing|devices",
  "route": "/backoffice/path",
  "tags": ["searchable", "keywords"],
  "priority": 90,
  "embedding": [/* vector */]
}

---

Quality Checklist

Before marking a feature as documented:

• [ ] All fields listed with complete properties
• [ ] Business logic explained clearly
• [ ] Customer impact documented for OO and Kiosk
• [ ] Dependencies mapped
• [ ] Examples provided
• [ ] Troubleshooting guides written
• [ ] Cross-feature relations documented
• [ ] Content ready for translation

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Maintenance

When to Update Knowledge

1. New Feature: Document before release
2. Field Change: Update immediately
3. Bug Fix: Add to troubleshooting
4. Customer Feedback: Improve explanations
5. New Integration: Document connections

Update Process

1. Update markdown documentation
2. Run extraction script
3. Generate translations
4. Upload to Azure Search
5. Test Emily's responses