Sage
The assistant that's already inside your business.
Sage helps you navigate Roots HQ, find information, understand your reports, and get things ready to send — without learning a new piece of software first. She isn't another chatbot floating beside your business. She's inside it: she already reads the same connected data you do, and she already knows where everything lives in the app.
Ask
Ask her anything about your business — and mean it.
Sage answers from a real snapshot of your own sales, inventory, customers, and open insights — not a canned script and not a guess. When a question genuinely needs something outside Roots HQ, like a typical market price, she can look it up on the web, kept separate from your own numbers.
- Grounded in your real data — sales, inventory, customers, reports
- Optional web lookup for outside questions, clearly separate from your own numbers
- If the data isn't there, she says so instead of inventing a figure
- Every answer is text to read — never an action taken for you
You asked
"Which products are running low, and what sold best last week?"
Sage, grounded in your data
3 items are below your restock threshold. Your top seller last week was Blue Kyanite #A014 — 4 units.
Read-only · nothing sent or changed
Morning Brief
A daily brief that's rules, not a model.
Every six hours, a plain rules engine checks your real numbers — low stock, best sellers, lapsed customers, revenue milestones — and flags what's worth a look. This is not AI, and we don't call it that: no model call happens to produce it, which is exactly why it's fast, predictable, and always available.
- Rechecked automatically every 6 hours
- Low stock, top sellers, lapsed customers, revenue milestones
- Deterministic — the same data always produces the same result
- Surfaced right on your dashboard as Sage's Morning Brief
Rechecked every 6 hours · no model call to produce this
Help
Ask "how do I…" and she'll walk you there.
Sage matches what you're trying to do to a curated library of on-screen tours — real, tested walkthroughs, not something invented on the fly. She navigates to the right page and a floating marker points at the exact button or field.
- A curated, browsable library in Sage's Help tab
- Matches your question and navigates to the right screen
- Points at the exact control with step-by-step guidance
- Covers setup, selling, fulfillment, and more — not a generic FAQ
You asked
"How do I set up my site?"
Business info → logo & theme → your web address → add products
Cost & history
Know what she costs, and what she said.
Sage's AI usage is metered per call, in fractions of a cent, and rolls up monthly into your own Ledger as a normal, visible operating expense — not a hidden add-on fee. Every ask and draft is kept in her History tab for 30 days, then pruned automatically.
- Per-call cost tracked and visible, not estimated after the fact
- Rolls up into your Ledger like any other business expense
- History: the last 30 days of what you asked and what she answered
- Old history is pruned automatically — nothing accumulates forever
The limits, plainly
What Sage won't do.
- She never sends an email or text, publishes anything, changes a price, adjusts inventory, or moves money on her own. Every draft comes back to you to review and approve first.
- The daily Morning Brief is a rules engine reading your data on a schedule — it is not a model, and we don't market it as AI.
- She only answers from your real data and, when you allow it, a web lookup for outside information — she doesn't invent figures that weren't given to her.
See how Roots HQ fits your business.
A guided walkthrough of the platform, mapped to how you sell.