AI Onboarding Officer

AI Inventory Setup Assistant

A conversational onboarding officer sets your whole account up with you — warehouse, aisles, scanners, fields and your first import — in plain language.

  • Chat your way through setup, one step at a time
  • Drag your spreadsheet straight into the chat
  • Every action approved by you before it runs
  • Minimise it anytime; reopen from the account menu
AI onboarding assistant setting up inventory software

Setup as a conversation

The hardest part of any inventory system is the first hour. Empty screens, unfamiliar words, and a settings page that assumes you already know what an aisle floor is. Most abandoned trials are abandoned right there.

The Onboarding Officer replaces that with a conversation. It asks what your business does, explains what a warehouse or an aisle means in your terms, and offers to build each piece for you — creating a warehouse, laying out aisles, placing a scanner station, switching on the item fields that match your industry, or opening the importer. Every action appears as a card you approve, and you can hand it a spreadsheet by dragging the file into the chat.

What you get

Plain language, no jargon

It explains each step in your terms and asks before doing anything.

It actually builds things

Warehouses, aisles, scanner stations and field configurations, not just tips.

Drop a file into the chat

Drag an Excel or CSV in and it opens the importer for you.

Honest about plans

It tells you what the free tier covers before you hit a limit mid-import.

Never in the way

Minimise to an orb, or hand over to the full app with one button.

Always retrievable

Reopen it from the account menu whenever you want more help.

The first fifteen minutes decide everything

Software is not adopted when it is bought; it is adopted when the first real task succeeds. That is the moment this is built for.

How it works

1

Sign in

Answer one question about your field of business, and pick a working mode.

2

Talk it through

The officer greets you and proposes the first step; say yes, or ask questions.

3

Approve as you go

Each action is a card you confirm — and you can skip anything.

Frequently asked questions

How long does it take to set up inventory software?

Fifteen minutes to something useful, an afternoon to something complete. Importing a spreadsheet gives you a working system immediately; drawing warehouses, placing stock and configuring alerts can happen gradually. The onboarding officer is designed to get the first useful thing done fast rather than walking you through every setting.

What if I already know what I am doing?

There is an "I know my way around — advanced view" button in the chat at all times. One click and it steps aside into the full app, and it will not reappear uninvited.

Can it import my existing inventory?

Yes — drag your Excel or CSV file straight into the chat window and it opens the importer with your file loaded, AI column mapping and all. On the free plan it will warn you first if the sheet is larger than your 50-item allowance.

Does it change things without asking?

Never. Every action it proposes is a card with a clear label and a "Do it" button. Nothing touches your data until you press it, and everything it does runs under your normal permissions.

Explore related features

Ready to try it?

Start free with 50 items — no credit card, no trial countdown. Import your spreadsheet and you have a working system in minutes.