AI Assistance and Agent Tools

Product copy, categories, import mapping, the reorder narrative and a stock brief; what the AI may do on its own; the fourteen tools that let every agent sell from the same shelf.

AI Assistance and Agent Tools

Two different things carry the word AI here, and they are switched on in two different places:

AI assistance

What you'll need

Draft product copy

On a product page, click Draft copy. Optionally set a Tone, an Audience and Notes for this draft, then generate. The drawer shows a Short description, a Description, Selling points, an SEO title and SEO description, a suggested category and tags, and the list of things the AI had to assume because the record did not say. Nothing is saved until you click Apply copy or Apply copy, category & tags. The product then shows Copy drafted by AI under its name.

The draft is written from this product's record and the catalog's own categories and tags — not from the web, and never from customer data.

Suggest categories

On Inventory → Catalog → Products, tick products and click Suggest categories. The result lists each product with the suggested category (marked (new) when it is not one the catalog already uses), tags, a confidence and a one-clause reason, under the heading Suggested categories — nothing applied yet. Click Apply all or Dismiss. The AI is told to reuse existing categories verbatim and to invent a new path only when nothing fits, so the catalog stays consistent.

Import column mapping

On Import, the preview pre-fills the Field for every column the importer recognises by name. With AI assistance on, the columns it could not match are sent — headers and a few sample values only — and come back with a suggested field and a reason. Change any of them; nothing is imported until you click Import.

Explain the plan

On Stock → Reorder plan, click Explain the plan. The AI writes a buyer's summary — what is urgent, what can wait, what looks odd (a fast seller with no reorder point, a slow one still flagged) — and re-orders the lines by what to act on first, with a reason beside each. Caveats appear only when the figures justify them (a thin sales window, incoming stock that may cover it). It never changes a quantity: the plan is arithmetic, the summary is words.

Brief me

On Stock, click Brief me for a short brief over the ledger: what is low or out, what moved most, what to look at today, with the time it was written. It reads aggregates and catalog rows — no customer names.

What the AI may do without being asked

Inventory → Setup → Inventory Settings → What the AI may do without being asked holds two switches, both off until you turn them on:

Switch What it does
Draft a description for a product an import brings in with none After a store sync, a webhook or a spreadsheet import creates a product with an empty description, the AI drafts and applies the description, short description and SEO fields. Products that already have a description are never touched.
Suggest a category and tags for every imported product that has none After an import creates products with no category, the AI suggests one with tags and applies it only when it is at least 60% sure. Categorised products are never touched.

Both run a few seconds after the import answers and stamp what they wrote on the product, so the product page says Copy drafted by AI. The on-demand buttons above need neither switch. This is the autonomy principle applied to the catalog: the choice is yours, the effect is visible, and the default is what you had before.

Agent tools

Every agent type — voice, chat, SMS, email and task — and the MCP connector can use the inventory tools. They are offered on the agent's Tools tab like any other tool (hidden when the module is switched off for the workspace) and listed under Inventory in the MCP tool catalog.

Tool What it answers or does
inventory_search_products Search by name, SKU, barcode, brand, category or tag; returns each sellable variant with its price and what is available now
inventory_get_product One product in full: description, every variant with its price, stock per location
inventory_check_stock How many of one variant can be sold now, in total and per location, and whether a wanted quantity can be fulfilled — the answer to "do you have X?"
inventory_list_low_stock What is at or below its reorder point, or out
inventory_reorder_suggestions The reorder plan's lines
inventory_create_product · inventory_update_product Add a simple product (a SKU is minted; opening stock goes through the ledger) or edit one
inventory_adjust_stock · inventory_transfer_stock Receive, return, adjust or count stock; move it between locations
inventory_create_sales_order · inventory_get_order · inventory_update_order_status Take an order (units are reserved; a short line is refused with the figure), look one up, mark it paid, fulfilled or cancelled
inventory_create_purchase_order · inventory_receive_purchase_order Draft a purchase order and receive it into stock

Rules every channel gets from the tool descriptions, so a tenant prompt never has to repeat them: available is what can be sold now; incoming is on order and never promised; prices are per unit in the given currency; a SKU comes from a search, not from memory. A voice agent is told to confirm before any write — every inventory write moves a figure or an order — and plays a short filler while the lookup runs.

Every write stamps where it came from: the chat session, the call, the text thread, the task run or the orchestration. The ledger row and the order both link back to it, so a person reviewing an order can read what was said.

Examples

Workflow triggers and notifications

The module's events are workflow triggers under Products & inventory when you build an orchestration: stock reached its reorder point, ran out, is back above zero, was adjusted; a product was created; a sales order was created, fulfilled or cancelled; a purchase order was received; a store sync failed. Each carries the SKU, location, figures, channel or platform as conditions, and none needs a contact.

Three notifications live under Notification Preferences: A product reached its reorder point, A new order arrived from a connected store and A store sync stopped working, each reaching only the people who hold the matching permission.

Troubleshooting

Next steps