AI Insights

Fishbowl AI Insights is Powered by ConverSight. The initial release allows 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. For pricing and additional details, book a demo.

Documentation

Additional information about AI Insights can be found here. Documentation for using AI Insights can be found here.

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.

1. Contact your Fishbowl Account Manager to obtain your free Organization ID.
2. In Fishbowl Advanced, open the Plugin module, located in the Integrations group.
3. Select the AI Insights plugin and click Install.
4. Completely close all Fishbowl Clients and exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting Exit.
5. Restart the Fishbowl Server and the Fishbowl Client and then log in.
6. 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.
7. Open the Reporting group, and then open the AI Insights module.
8. Enter the Organization ID you obtained from your Account Manager in step 1.
9. Enter a valid email address which will be needed later, and then click Get Started.
   
10. By default, your data will be analyzed 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.
    
11. Click the circle near the bottom-right corner of the screen to ask Athena a question and start gaining conversational insights into your data.
    
12. Watch the videos below to learn more about how you can leverage AI Insights in your business.
13. Click here to review the documentation for AI insights.
14. 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 what you see may differ from the videos below. 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.