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Opus Agents for Managers

Learn how Managers use Location health, Daily summary, New hire coach, and Ask Opus to see what needs attention at their Location.

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Written by David Lamont

🗓️ Launching November 11: This article covers features launching on November 11. Admins can opt in early.

Managers run the shift, and the questions pile up: who's behind on training, what's due today, how the new hire is settling in. Opus Agents for Managers answer those for you, from what Opus already knows about your Location.

Every Manager has four agents: Ask Opus, plus three built for running a Location. They're already on, in the Opus Training app and the dashboard.

✅ Before you start: Opus Agents for Managers are on for every Manager, with nothing to set up. Admins can't turn them off or change them.

Table of Contents:

Where to Find Your Agents

  • Opus Training app: tap the Agents tab at the bottom of the screen.

  • Dashboard: find your agents under Agents in the left navigation.

Ask Opus is always first, labeled Primary agent. Your three other agents are listed below it.

A card on Home introduces your agents until you close it. Click Meet your agents to see them.

Your Agents

  • Ask Opus: your primary agent. Ask it anything about your Location, your team, or your training content.

  • Location health: how your Location is doing this week on training, Checklists, and Tasks, compared with the rest of your business.

  • Daily summary: what's due today, who needs a nudge, what went wrong yesterday, and who to recognize. Open it and ask for your summary whenever you want one.

  • New hire coach: which new hires need attention this week, and what to cover in their upcoming Check-ins. Ask it about any new hire.

💡 Example: Ask Daily summary "What do I need to do before the lunch rush?" or New hire coach "How is Maria doing on her onboarding?"

Chatting with an Agent

  1. Open an agent from the Agents tab in the app, or from Agents in the dashboard's left navigation.

  2. Type your question and send it.

  3. Read the answer. To follow up, keep typing in the same chat.

You have one ongoing chat with each agent on each phone or browser, so you can pick up where you left off on the same device. Ask Opus keeps separate chats, so you can start a new one for a new topic.

What Agents Can See and Do

Your agents work as you, so they only see what you can see:

  • Your Locations, and nothing about other Locations except the business average.

  • Team members at your Locations at the same or a lower Role level.

  • Training, Checklists, Audits, Check-ins, and reporting you already have access to.

They can also do what you can do, like sending a team member a nudge or a new hire a welcome message. Before an agent sends anything, it shows you who it goes to and the exact text, then waits for your yes. Messages go out from you, with no AI label. Posting to the Newsfeed needs Send Posts.

Agents can't see information from outside Opus, like sales, labor, POS, or scheduling systems.

➡️ Learn more:

FAQ

Can Admins turn off or customize Manager agents?

No. Every Manager gets the same four agents, and they can't be turned off, changed, or added to.

Can Managers create their own agents?

No. Creating agents and using the agent gallery are only available to Admins.

Does the Daily summary arrive on its own?

No. Open Daily summary and ask for it when you want it.

Do Trainees get agents?

No. Trainees keep using Ask Opus to get answers from your Library.

Will my team know a message came from an agent?

No. Messages an agent sends for you come from you, and only go out after you say yes.

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