Use cases & examples

Real retail scenarios, each with the question a user asks and what the assistant does.

Store operations

Question: "How much stock of SKU-1234 do we have across all warehouses?"

What happens: The assistant runs the stock balance report filtered to that item, then reports the quantity per warehouse and the total. The figures are the system's own stock figures.

Finance

Question: "Show me overdue invoices from our top five customers."

What happens: The assistant runs the receivables report, identifies the largest customers, filters to overdue amounts, and presents a short list with amounts and days overdue. Only invoices the user is allowed to see are included.

Sales & CRM

Question: "Update this lead's status to Qualified and set the next action date to Monday."

What happens: The assistant updates the lead record. Because this changes data, it runs the update tool, which validates the change and records it in the audit log. If the user lacks permission to edit leads, the change is refused.

Management reporting

Question: "Run the monthly sales analysis and summarise the top movers."

What happens: The user can pick the Sales Analysis prompt template, choose a focus and period, and the assistant runs the matching report and writes a clear summary of the biggest gains and drops.

Data quality

Question: "How clean is our customer master? Flag duplicates and missing fields."

What happens: The assistant runs a data quality analysis on the customer record type, returning a health score with duplicates, gaps, and consistency issues.

Document handling

Question: "Read this scanned supplier invoice and pull out the line items."

What happens: The assistant uses document recognition to read the uploaded file, then extracts the tabled line items into a clean list the user can review.