Known limits and what to flag
Honesty builds trust. Set these expectations during the demo or blueprint so there are no surprises later.
Set these expectations early None of these are blockers. Naming them up front makes you the trusted advisor in the room.
| Point to flag | How to frame it |
|---|---|
| Accuracy depends on data quality | Copilot reflects what is in iVendNext. If item costs or valuations are incomplete, margin and turnover will reflect that. Position clean master data as a shared prerequisite, the same as for any report. |
| Analytics need a management role | Profit and loss, trial balance, margin, branch performance, and similar reports require a management role. Agree the role mapping in the blueprint so the right people see the right things. |
| Results are list-capped | Everyday lists return up to 100 rows and report tables up to 50 to 100. For very large extracts, the full iVendNext report or an export is the right tool. Frame Copilot as the fast first answer, not a bulk-export engine. |
| Confirm before you submit | This is a feature, not a limit, but flag it so customers expect the confirmation step on every write. It is what makes the assistant safe to give to frontline staff. |
| Phrasing affects matching | Fuzzy matching is strong, but a clearer name or code returns a more precise result. When several matches are close, Copilot offers a short list to choose from. Coach users to confirm the match. |
| Schedule windows | Scheduled tasks are checked on a short cycle, so a task set for exactly now may run within a few minutes rather than to the second. Set expectations for "shortly after" rather than "instantly." |
What to steer away from in a first demo
Do not free-type extremely large or vague analytical questions on a thin dataset. Prepare the data so each scripted prompt has a strong answer.
Do not promise bulk data export inside the chat. Direct that needs to standard reports and exports.
Do not demo write actions against production data. Always use a prepared demo environment.
Last updated 8 hours ago
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