AI Insights: Difference between revisions
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'''Fishbowl AI Insights''' is [https://conversight.ai/fishbowl-integration/ Powered by ConverSight]. The initial release in Q4 of 2024 will allow you to | '''Fishbowl AI Insights''' is [https://conversight.ai/fishbowl-integration/ Powered by ConverSight]. The initial release in Q4 of 2024 will allow you to {{insights}} | ||
[[File:AI Insights.png|1200px|border]] | [[File:AI Insights.png|1200px|border]] | ||
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==Getting Started== | ==Getting Started== | ||
[[AI Insights]] is being developed in phases. Initially, you will | [[AI Insights]] is being developed in phases. Initially, you will {{insights}} | ||
# Contact your Fishbowl Account Manager to obtain your free '''Organization ID'''. | # Contact your Fishbowl Account Manager to obtain your free '''Organization ID'''. | ||
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==Videos== | ==Videos== | ||
[[AI Insights]] is being developed in phases, so the processes in the videos below may vary slightly. Initially, you will | [[AI Insights]] is being developed in phases, so the processes in the videos below may vary slightly. Initially, you will {{insights}} | ||
===Overview=== | ===Overview=== | ||
Revision as of 11:49, 6 September 2024
Fishbowl AI Insights is Powered by ConverSight. The initial release in Q4 of 2024 will allow you to install the
AI Insights plugin which automatically syncs data and links to the web app. In the future, the full interface may be accessible directly from Fishbowl Advanced.
Benefits
- Visibility - Gain enhanced visibility into all corners of your inventory to minimize disruption and monitor activity in real-time.
- Custom Reporting - Quickly create and access custom reports with the exact data points you need.
- Proactive Alerts and Monitoring - Catch errors, inconsistencies, and anomalies to mitigate risks.
- AI Recommended Purchase Orders - Reduce stock outs, streamline operations, and improve customer experience.
- Forecasting and Demand Planning - Understand demand and maintain the right level of inventory at the right place and time.
- Automated Reports for Fishbowl - Auto-create and publish reports on sales and operations such as in-stock, on-time-in-full (OTIF), order cycle time, order linearity, excess inventory in DC, and channel inventory.
- Track Performance - Track sell-in and sell-through forecasting to balance channel inventory. Accurately plan replenishments and ordering with key distributors and suppliers. Receive smart suggestions and recommendations for your business.
Tiers
AI Insights is available in 3 tiers. Tier 0 is free for all current versions of Fishbowl Advanced.
Getting Started
AI Insights is being developed in phases. Initially, you will install the
AI Insights plugin which automatically syncs data and links to the web app. In the future, the full interface may be accessible directly from Fishbowl Advanced.
- Contact your Fishbowl Account Manager to obtain your free Organization ID.
- In Fishbowl Advanced, open the
Plugin module, located in the
Integrations group. - Select the
AI Insights plugin and click Install. - Completely close all Fishbowl Clients and exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting Exit.
- Initially, only the admin user will have access to the
AI Insights module. To grant access to additional users, assign the AI Insights-View access right to the appropriate groups in the
User Group module. - Log into the Fishbowl Client, open the
Reporting group, and then click the
AI Insights module. - Enter the Organization ID you obtained from your Account Manager in step 1 and then click Get Started. By default, the data will be updated once a day.
- Clicking the link in the
AI Insights module will open the web app where you can explore various tabs and dashboards that are automatically populated with your data.
- Click the circle icon near the bottom-right corner of the screen to ask Athena a question and start gaining conversational insights into your data.

- Watch the videos below to learn more about how you can use AI Insights in your business.
- When you're ready to upgrade to a higher tier, just reach out to your Account Manager.
Videos
AI Insights is being developed in phases, so the processes in the videos below may vary slightly. Initially, you will install the
AI Insights plugin which automatically syncs data and links to the web app. In the future, the full interface may be accessible directly from Fishbowl Advanced.
Overview
Webinar
