AI Copilot

The AI Copilot is your on-demand business analyst. It has read access to your live operational data — sales, inventory, purchasing, staff, and forecasts — and can answer questions, surface trends, and recommend actions.

How to use the Copilot

Access the Copilot from the lightning bolt icon in the top navigation bar, or press Ctrl+K (Windows/Linux) / Cmd+K (Mac) from anywhere in the app.

Type your question in natural language. The Copilot queries your data in real time and responds with an answer, often including a chart, table, or recommended action.

Example questions

Sales and revenue:

  • What are my top 5 products by revenue this week?
  • How does today's sales compare to the same day last week?
  • Which category had the highest margin last month?

Inventory:

  • Which products are below their reorder level right now?
  • What's my total inventory value at cost?
  • Show me the movement history for SKU COFFEE-HB-001

Purchasing and suppliers:

  • Which suppliers have had delayed deliveries in the last 30 days?
  • How many invoices are pending approval?
  • What's my average days-to-pay for this supplier?

Forecasting:

  • What should I reorder this week based on current stock and forecast demand?
  • When will House Blend Coffee run out if sales continue at the current rate?

Taking actions via Copilot

If the Copilot identifies an action (e.g. a reorder recommendation), it will display a suggested action card. You review the proposed action and click Accept or Dismiss — the AI never acts without your confirmation for consequential operations.

Limitations

  • The Copilot cannot access data outside your tenant workspace
  • It cannot make payments or confirm purchases autonomously
  • Answers are based on data available at query time — real-time only, no historical data before your FlexotiumPOS start date

Giving feedback

Use the thumbs up/down buttons below any Copilot response to rate its accuracy. Feedback is used to improve the quality of future responses for your workspace.