Customer AI, inventory intelligence & report exports
Separate customer-safe answers from back-office data and use the assistant to explain evidence without letting AI change balances itself.
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Before you begin
A connected and enabled shop channel, products published to CUSTOMER_AI and back-office users with the reporting/data permissions required by the question.
Settings → Channels / AI assistant / Reports
Visible menus may vary with language, permissions, app version and shop configuration.Follow these steps
- Connect LINE OA, Facebook, Instagram or web chat through the supported settings, then verify signatures/tokens and channel health before enabling it. A channel label alone does not prove a working connection.
- Customers may ask about products, prices, sizes, branches, verified alternatives, order status or opt into restock notices only through approved tools. Restock consent must be explicit, and an unverified read remains unknown.
- Authorized owners or managers may ask about sales, top products, low stock, stockout risk, slow stock, expiring lots or transfer opportunities. Answers state the period, branch, units and any truncation.
- When the user explicitly requests a file, the assistant generates a supported Sales, Inventory or other report as Excel, CSV or PDF and returns a download link. Emailing it is a separate action that requires recipient review and confirmation.
- Forecasts and replenishment/transfer suggestions show their data period, quality, assumptions and uncertainty. Creating a PO, transfer or stock adjustment remains a human-reviewed proposal, never an autonomous AI action.
How to verify success
Customers see only customer-safe facts, owners see permission-scoped figures with provenance, exports match the request and every balance-changing action remains under human confirmation.
Limits & things to check
AI is a communication layer over approved tools, not the database or an approver. If a channel, tool or report fails, say it could not be verified; never invent figures or claim a file was delivered.
Ready to try it in your shop
Lessons are free to read. Actual operations require sign-in and the appropriate permission. Use test data for training.