The AI Assistant is a chat widget on your subscribers' member dashboard. Subscribers type questions or
requests in plain English; the assistant maps them onto real account actions and narrates the result. It only acts on your CSAware data — it does not answer from general knowledge.
The assistant handles nearly everything a subscriber can do from their member dashboard — the main exception being payment and login account information (credit cards, bank accounts, passwords), which are intentionally kept out of the assistant's reach. A full shopping cart and checkout integration is in the works and will be available later this year.
What can subscribers do with it?
Not all actions are available to every subscriber by default. Which requests the assistant will offer to act on depends on the permissions you have configured under Home / Settings / Options → Allow subscribers to. If a subscriber asks the assistant to do something that is not enabled for your farm — rescheduling a delivery, for example — the assistant will let them know the action is not available.
Account information
- View upcoming deliveries and box contents
- Review order history and spending totals
- Look up your farm's drop details, products, and website
- Check their cash account balance
Preferences and delivery management
- Set or ask about their CSA item preferences (love, like, avoid, and others)
- Add or update a box note or packing note
- Hold, suspend, or reschedule deliveries
- Change their delivery frequency or day of week
Purchases
- Schedule addons via QuickScheduler into a delivery.
- View their retail cart
Communications
- Send a message to your farm directly from the chat
How does it handle changes?
Before any change is saved, the assistant shows the subscriber a confirmation card — for example, "Hold your delivery on Oct 3?" — with Confirm and Cancel buttons. Nothing is written until the subscriber explicitly confirms. This applies to every action that modifies their account.
Does it have access to other subscribers' data?
No. The assistant is bound to the logged-in subscriber's session. It cannot read or act on another subscriber's account.
Can I customize how it sounds?
Yes. Go to Home / Settings / AI Assistant to set your farm's voice. Six sliders control tone: formality, warmth, humor, and others. The Auto-tune button analyzes your past email blasts and suggests a starting point.
Is this available to all my subscribers?
Once the assistant is enabled for your farm, all your subscribers will see the chat widget on their member dashboard. There is no per-subscriber toggle.
How do I enable it?
For now, and while in beta testing, contact us at contact@csaware.com to have the AI Assistant turned on for your farm.