Using the AI Assistant
Ask Cashvio about orders, inventory, customers, and reports in plain language. Approve store actions before they run.
What is the AI Assistant?
The AI Assistant is a chat panel inside the merchant portal. Ask questions in everyday language and get answers pulled from your live store data. When the assistant needs to change something (transfer stock, adjust inventory, update fulfillment, or create a refund), it shows an approval card and waits for you to tap Approve or Deny.
Open it from the sidebar (Assistant) or the Dashboard quick action. On mobile, Assistant also appears in the bottom navigation.
Plan and permissions
The AI Assistant requires the AI Assistant plan feature. Analytics-style answers (sales overview, profit, top products, slow movers, inventory valuation) also require the Analytics module and order-view permission. Your role must allow the underlying action before the assistant can run a tool.
Starting a conversation
- Open Assistant from the sidebar.
- Tap New conversation or pick a thread from the list.
- Type a question or tap one of the suggested prompts on the welcome screen, for example:
- List products that are low or out of stock
- How are sales today?
- Show my most recent orders
- What are my top-selling products this month?
- What is my inventory worth at cost and retail?
- Which products have not sold in the last 60 days?
The assistant streams its reply in real time. While it works, you may see a Thinking indicator or a short note that a tool is running.
What you can ask about
| Topic | Examples |
|---|---|
| Products & stock | Search products, read stock levels, list low-stock and out-of-stock items with names |
| Orders | Search recent orders, open order details |
| Customers | Search customers, open a customer profile |
| Dashboard | Today's key metrics for your store |
| Analytics | Sales overview, profit, top products, slow movers, inventory valuation (when Analytics is enabled) |
The assistant only sees data your account can access. If you manage multiple stores, inventory tools use the store selected in your session.
Approving store actions
Mutating tools never run silently. The assistant posts a confirmation card with a plain summary of what will happen. Tap Approve to execute or Deny to cancel. If you wait too long, the request expires and you can ask the assistant to prepare it again.
Examples of actions that require approval:
- Transfer stock between stores
- Adjust inventory quantities
- Update order fulfillment status
- Create a refund
Read-only lookups (search, details, analytics summaries) do not need approval.
Daily usage limit
Your plan includes a daily token budget for assistant messages. A progress strip above the message box shows how much remains. When the limit is reached:
- You cannot send new messages until the limit resets
- New conversation is disabled
- Suggested prompts and archive actions are disabled until reset
The strip shows when usage resets (midnight in your tenant timezone).
Managing conversations
- Search: when you have many threads, use the search box in the sidebar.
- Archive: remove a conversation from your list. Messages stay on record; archiving only hides the thread from the sidebar.
- Copy: copy any assistant or user message from the thread menu.
Tips for better answers
- Name the store or product when you manage more than one location or have similar item names.
- For analytics, mention the date range you care about (today, this week, last 30 days).
- If the assistant asks you to pick between similar orders or products, reply with the number or name it shows.