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.

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.

Please watch the intro video below to get started with AI Insights.

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 additional 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.

Documentation & FAQs

• Additional information about AI Insights can be found here.
• Documentation for using AI Insights can be found here.
• FAQs can be found here. Some of the FAQs have also been included in the sections below.

Insights

The Insights module allows users to gain advanced analytics and reporting capabilities by exploring their data, identifying trends, and making informed decisions. It includes automated insights generation, rich visualization charts, and a natural language conversational bot (Athena) for querying business data.

Explorer

Explorer is an advanced and dynamic approach to report creation by categorizing data according to specific business areas within the dataset. It is designed to streamline data exploration and analysis for users of all skill levels, ensuring a user-friendly experience. This feature provides a structured methodology for gaining data insights, allowing users to selectively choose datasets and columns pertinent to their analysis.

Storyboards

A Storyboard is a convenient way to view and organize all of the charts, graphs and insights that are relevant to you in one place. You can access all of the saved visualizations you have created and pin them to a Storyboard to create a custom display of your data.

Usage of Storyboard: You can pin charts and tables to any Storyboard you have created and those that have been shared with you with the edit privilege. When you create a Storyboard, you can share it with other people with either the view or edit privilege. Storyboards are interactive and allow you to perform actions like filtering, excluding values and drilling down on the visualizations.

Athena

Athena is an advanced conversational AI analyst that transforms the way users interact with data. By allowing natural language queries, Athena simplifies complex data analysis, making it accessible to users of all technical levels. With features like voice search, contextual queries and dynamic suggestions, Athena delivers real-time insights, enabling users to explore and interpret data effortlessly. Whether through follow-up questions, comparative analysis or personalized recommendations, Athena empowers users to gain deeper, actionable insights, driving more informed decisions and improving business outcomes across diverse industries. Users can ask queries by clicking on the Athena icon.

Additional 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.