At a Glance
- Cannabis AI assistant built into every dispensary and vendor portal
- Ask questions in plain English — payments, sales, inventory, credit memos
- Takes actions: approve credits, mark checks deposited, export data, propose promotions
- Handles first-line vendor email on AP, and escalates the messages that need you
- Powered by Claude — never fabricates financial data
What Is the Cannabis AI Assistant?
ShelfiQ is our cannabis AI assistant for dispensary and vendor operations. It lives inside every ShelfSpace portal and answers questions about payments, settlements, inventory, credit memos, and more — in plain English. Instead of navigating dashboards and running reports, you ask ShelfiQ and get an instant, accurate answer pulled directly from your live data.
ShelfiQ is included with every ShelfSpace plan. There is nothing to install, configure, or train. It knows your data the moment you start using the platform.
What You Can Ask
ShelfiQ understands natural language questions about your operations. Here are some examples:
- "How much did Green Leaf pay me last month?"
- "Show me my outstanding balance across all retailers."
- "What's my best-selling product at Herbal Remedies?"
- "Export my sales data for Q1 as a CSV."
- "Approve the pending credit memo from Evergreen."
- "What are my partnership terms with Mountain High?"
ShelfiQ does not just look up data — it can take actions on your behalf. It approves credit memos, marks checks as deposited, proposes promotions, submits invoices, and exports data to CSV. See What ShelfiQ Can Do for the full list.
How ShelfiQ Works for Dispensaries
For retailers, ShelfiQ handles first-line vendor email on accounts payable. It answers routine questions — payment status, balances, statement reconciliation — from live Metrc and settlement data, replying in seconds. When a vendor emails asking "where's my check?", ShelfiQ looks up the answer and responds. The roughly 5% of messages that need a human decision get escalated to your AP person with full context.
Buyers on your team can also run day-to-day procurement by email — forwarding invoices, updating delivery details, and dropping notes for the receiving team. See Manage Deliveries by Email for the buyer workflow.
If a conversation requires human judgment or falls outside its capabilities, ShelfiQ escalates to your team with full context. You stay in control, but the routine work is handled for you.
How ShelfiQ Works for Vendors
Vendors access ShelfiQ through the vendor portal chat widget. It gives them instant self-service access to everything they need: payment lookups, settlement breakdowns, credit memo approvals, data exports, and performance reports. If a vendor works with multiple retailers on ShelfSpace, ShelfiQ can pull data across all of them in one query.
Security and Accuracy
ShelfiQ never fabricates financial data. If a query returns no results, it says so. It cannot access data outside your account, and every action is logged in the audit trail. Banking information changes are restricted to portal-only with MFA confirmation — ShelfiQ cannot bypass security controls.