All guidesOpen the module
Guide 17 of 20
AI: AI Chat and Advisor
Ask in plain language and get answers from your data.
Who uses it: Everyone3 min
What it's for
Get answers and diagnoses without building reports: the AI queries your live data and answers with figures, causes and next steps.
Step by step
- 1
AI Chat
Start with the red flags — products below reorder point, excess stock, overdue orders — and click one for a diagnosis, or type your question (for example, "which suppliers are late most often?").
- 2
AI Advisor
Saved conversations about inventory, forecasts and costs, with memory of what it has learned about your company and the option to upload documents to ask about.
Example: 141 products below reorder
At Acme the AI Chat shows 141 product-site combinations below their reorder point; one click and it explains which are critical and what to buy first.
Tips
- Always ask for the next step: "what should I do this week?".