AI Insights: Difference between revisions

Revision as of 10:09, 6 September 2024

File:Fishbowl AI Insights Powered by ConverSight.png

Fishbowl AI Insights is Powered by ConverSight. Soon, you will be able to install AI Insights from the Plugin module in Fishbowl Advanced. AI Insights provides powerful insights into your Fishbowl data.

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 included for free with all versions of Fishbowl Advanced.

Getting Started

AI Insights is being developed in phases. Initially, you will install the Plugin module which will sync the data needed to access AI Insights from a web app. In the future, the full experience will be automatically installed and viewable directly in Fishbowl Advanced.

Contact your Fishbowl Account Manager to obtain your free Organization ID (OrgID).
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.
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 OrgID you obtained from your Account Manager in step 1 and then click the Save button.
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 Plugin module and then access the web app. In the future, the full experience will be automatically installed and viewable directly in Fishbowl Advanced.

Overview

Webinar

@@ Line 19: / Line 19: @@
 [[File:Insights Tiers.png]]
-== Getting Started ==
+==Getting Started ==
+[[AI Insights]] is being developed in phases. Initially, you will install the {{Module|Plugin}} which will sync the data needed to access [[AI Insights]] from a web app. In the future, the full experience will be automatically installed and viewable directly in Fishbowl Advanced.
 # Contact your Fishbowl Account Manager to obtain your free Organization ID ('''OrgID''').
-# Open the {{Module|Plugin}} in Fishbowl Advanced and [[#Install|install]] the {{Plugin|AI Insights}}.
+# In Fishbowl Advanced, open the {{Module and Group|Plugin|Integrations}}.
-# Restart the Fishbowl Server, and then open the
-==Install==
-The documentation on this page is for the most recent version of the {{Plugin|AI Insights}}. To get the most recent version, [[Update_Fishbowl#Auto_update|Update Fishbowl]].
-# In any Fishbowl Client, open the {{Module and Group|Plugin|Integrations}}.
 # Select the {{Plugin|AI Insights}} and click '''Install'''.
 # Completely close all Fishbowl Clients.
 # Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting '''Exit'''.
-# After re-opening the Fishbowl Server, the admin user can access the {{Module|AI Insights}} from any Fishbowl Client by opening the {{Group|Reporting}}.
+# Initially, only the admin user will have access to the {{Module|AI Insights}}. To grant access to additional users, assign the '''AI Insights-View''' access right to the appropriate groups in the {{Module|User Group|Assign_access_rights}}.
-# To grant access to additional users, assign the '''AI Insights-View''' access right to the appropriate groups in the {{Module|User Group|Assign_access_rights}}.
+# Log into the Fishbowl Client, open the {{Group|Reporting}}, and then click the {{Module|AI Insights}}.
+# Enter the '''OrgID''' you obtained from your Account Manager in step 1 and then click the {{Button|Save}}.
+# Watch the [[#Videos|videos]] below to learn more about how you can use [[AI Insights]] in your business.
+# When you're ready to upgrade to a [[#Tiers|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 {{Module|Plugin}} and then access the web app. In the future, the full experience will be automatically installed and viewable directly in Fishbowl Advanced.
+===Overview===
+{{Wistia|tpagxkzjuq}}
-==Setup==
+===Webinar===
+{{Wistia|ift4ew80vd}}