AI copilot

The assistant that does the clicking for you

A floating bubble in the corner of your SaaS. Tell it what you need — in words or by voice — and it calls the same APIs the apps use, then shows you the result.

How it works

  1. Tap the bubble
    Bottom-right of every app — and the Merchant Portal. One assistant, shared conversation history across apps.
  2. Say what you need
    Type, or tap the mic and talk. “Create an inbound receipt for PO-2041.” “Outbound by merchant this week, bar chart.”
  3. AI calls the APIs
    It picks the right API tools — the same endpoints listed in our developer docs — and runs them as you, inside your permissions.
  4. Confirm, then done
    Lookups and reports run immediately. Anything that writes — a receipt, an order, an adjustment — asks for your tap first.

What it can do

Look up anything

Inventory, orders, receipts, shipments, bills, yard spots — “where is container MSKU-8841?” gets a straight answer.

Create documents

Inbound receipts, sales orders, appointments. It fills the fields from your words; you confirm before it saves.

Adjust with a reason

Inventory adjustments always require a reason — the AI asks for it if you forget, and logs it.

Reports you describe

Describe the shape — table, bar, trend line — and the numbers you want. Preview in the chat, open full-page to print.

Safe by construction

The AI has no permissions of its own. Every call carries your identity through the same three-layer permission check (app access × feature permissions × data scope) as the UI.

What you cannot do in the UI, the AI cannot do for you. Cross-tenant data is unreachable by design.

Writes need your tap. Reads never touch data. API keys live server-side and never reach the browser; voice audio is transcribed and discarded, never stored.

Simple token plans

Every workspace starts with a free monthly token allowance. Need more? Step up to Pro, Team, or Enterprise for bigger quotas — every token is logged line by line like a phone bill. Hit the limit and the assistant pauses politely inside the chat, with a one-tap upgrade path.

Questions, answered

Can the AI see another tenant’s data?

No. It inherits your permissions exactly — app access, feature permissions, and data scope (tenant / warehouse / merchant). Cross-tenant data is unreachable.

Will it change my inventory without asking?

Never. Lookups run directly; every write — receipts, orders, adjustments — shows a confirmation card first and only executes on your tap.

How is it billed?

Plans, not surprises. Every workspace gets a free monthly token allowance; Pro, Team, and Enterprise tiers add bigger quotas. Usage is logged line by line like a phone bill — tenant admins see totals plus per-user breakdowns. Hit the limit and the assistant pauses inside the chat with a one-tap upgrade.

Which apps does it work in?

All six — WMS, OMS, Purchasing, YMS, TMS, Drayage — plus the Merchant Portal. One assistant, shared history across apps.

Stop clicking through menus

Tell the copilot what you need — it does the rest.