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Overview

Welcome to CoolR! This document provides a comprehensive overview of your onboarding journey. Once hardware is deployed in-market, onboarding can be approached at three progressive levels based on the scale and scope of your operations.

Integration Level​

Simplified​

Once the device is successfully installed on an asset:

  • Images are captured and sent to the CoolR system.
  • The system can process images even if a Planogram (PoG) is not yet assigned.
  • You will be able to view images, but no analysis will be available without PoG data.

Intermediate​

For basic image analysis and insights, the following steps are required:

  • Create product entries in the system.
  • Create and assign Planograms (PoGs) to assets.
  • Once PoGs are assigned, the system starts generating in-store merchandising analysis (e.g., compliance, presence, stock status).

Advanced​

For enterprise or large-scale deployments:

  • Manual data uploads become impractical.
  • Choose between:
    • CSV Import for bulk data upload
    • API Integration for seamless, automated data flow

API integrations typically take 3 to 6 weeks to complete, depending on business process alignment and verification steps.
Learn more about API Integrations

High-Level Onboarding Workflow​

This overview outlines how you’ll start using CoolR solutions in your organization:

  1. CoolR receives your Master Data (locations, assets, products, pricing, PoGs, packshots, and users)
  2. Master Data is set up in the CoolR platform
  3. Assets are deployed and cameras retrofitted (if required)
  4. System starts capturing images
  5. CoolR Playbook is configured to meet your business needs
  6. You access insights and reports through CoolR Playbook
  7. Receive alerts with key actions and recommendations

References​

VistaZ Installation Guide​

Architecture Overview​

Integration Overview​

Privacy & Policy​

Summary​

CoolR's onboarding approach balances flexibility and structure, allowing teams to scale smoothly from setup to full analytical insights. With proper planning, training, and integration, your teams can start driving measurable results right from launch.

Need Help?

Contact your CoolR Account Director for personalized onboarding support or scheduling training sessions.