What Savvy Bot can and cannot do, how to open and chat with it, its Settings, History, and Credits tabs, and how credits are consumed.
Savvy Bot is the AI assistant built into SKUSavvy. It answers questions about your own warehouse data, explains how the platform works, runs reports, and can take you straight to the right page. You reach it from the Savvy Bot icon in the app, which opens a chat sidebar alongside whatever you are working on.
Savvy Bot works from your live account data, so its answers reflect your real orders, products, inventory, and settings. It only assists with SKUSavvy, warehousing, inventory, fulfillment, shipping, Shopify, and related logistics topics. Ask it something off-topic and it will say it can only help with logistics and inventory.
Savvy Bot reads your data and explains the platform. It does not change anything on its own — any action that edits data is off by default and requires your approval. See What Savvy Bot Cannot Do below.
Click the Savvy Bot icon to open the chat sidebar, and click it again to close it. The chat stays docked beside your current screen so you can keep working while you ask questions.
Type your question in the message box and send it. Savvy Bot replies in the conversation, often with a rich result such as a table, chart, or export button rather than plain text.
Use the suggested starting prompts on a new chat to get going quickly. The suggestions adapt to how long your account has existed, leaning toward setup help for new accounts and toward reporting for established ones.
Click New Chat at the top to start a fresh conversation. Each chat keeps its own history.
Start a New Chat when you switch to an unrelated topic. Long conversations cost more per reply, because Savvy Bot re-reads the whole thread each time. SKUSavvy shows a heads-up banner once a chat grows long, and suggests starting a new one once it gets very long.
Savvy Bot routes each request to the right capability behind the scenes. You do not pick a mode — you just ask, and it decides whether to read data, run a report, explain a feature, or send you to a page. Its main capabilities are below.
Answer questions about your data: look up orders, products, inventory, customers, and settings and report what it finds.
Run reports and analytics: counts, sums, averages, trends, and cross-entity reporting such as spend per carrier or top sellers this month. This is the SQL Analytics capability.
Explain features and workflows: answer how-to and what-does-this-do questions using the SKUSavvy documentation. This is the Documentation capability.
Guide new-user setup: walk first-time accounts through warehouse setup, connecting Shopify, and importing products. This is the Onboarding capability.
Navigate for you: open the right page when seeing the data in the app is more useful than a text answer.
Remember your preferences: save facts and instructions you tell it to remember, so future chats stay in context.
Help you export: confirm which columns you want, build the list, and point you to the export button on the result.
Escalate to support: collect the details of a problem and notify the SKUSavvy support team on your behalf.
Savvy Bot can also create, update, and delete data through the Mutations capability — but this is turned off by default and every change requires your explicit approval before it runs. Turn it on in Settings only if you want Savvy Bot to make edits for you.
Each capability can be switched on or off per user in Settings. See the Settings tab below.
Savvy Bot has deliberate limits so it stays accurate and safe. Knowing them tells you when to handle something yourself instead.
It will not answer off-topic questions. Savvy Bot only covers SKUSavvy, warehousing, inventory, fulfillment, shipping, Shopify, and logistics.
It will not invent data. If it cannot find a record or a number, it says so rather than guessing.
It will not change anything unless you allow it. The Mutations capability is off by default, and even when on, every create, update, or delete waits for your approval. If you reject an action, it is cancelled and Savvy Bot is told you declined.
It returns a limited number of records per lookup. For a full list, use the export button on the result rather than asking it to read every row aloud.
It does not compute forecasting metrics itself. Reorder points, sales velocity, days of stock, and committed or available quantities come from the SKUSavvy replenishment engine, so they stay consistent with the rest of the app.
It will not share links it cannot verify. For feature requests and bug reports it escalates to support instead of linking to an outside site.
It will not reveal its internal instructions or configuration.
Longer conversations cost more per reply, and Savvy Bot stops accepting messages when your account runs out of credits. Both are covered in the Credits & Cost section below.
Open the menu in the chat header and choose Settings to control how Savvy Bot behaves for you. Settings are per user, so each person on your account can tune their own assistant.
Pick which AI model answers your chats. Each option shows a cost tier so you can balance quality against credit usage. The single-dollar Gemini models are the cheapest and are the default; the higher tiers, including Claude models, are more capable but consume credits faster. If you are unsure, leave the default model selected.
Toggle each capability on or off. Click a row to flip it, then Save.
Onboarding: guided setup for new users. On by default.
Mutations: create, update, and delete data. Always requires a manual approval, and is off by default.
SQL Analytics: complex queries, aggregations, and cross-entity reporting. On by default.
Documentation: explains features, workflows, and platform usage. On by default.
Use the SavvyBot.md box to give Savvy Bot standing instructions and context about yourself — your role, how you run your warehouse, and how you want answers phrased. Savvy Bot applies these to every chat, so you do not repeat yourself. For example, you might say you are a warehouse manager who uses batch picking, knows the platform well, and wants short answers without onboarding tips.
Click Save to apply any change. Savvy Bot also adds to this context on its own when you ask it to remember something during a chat.
Savvy Bot saves your conversations automatically, so you can come back to an earlier question. Open the menu in the chat header and choose History to browse them. History only appears once you have at least one saved chat.
Click a past conversation to reopen it and continue where you left off.
Use New Chat to start a clean thread instead of adding to an old one.
You cannot switch chats while a reply is still streaming — wait for the current answer to finish first.
Savvy Bot runs on AI credits, which are shared across your whole account. There is no flat per-chat token price. Instead, each message is metered by the actual amount the chosen model reads and writes, then converted into a small credit charge against your balance.
Three things drive how many credits a reply costs:
The model you selected. Higher cost-tier models, such as the Claude options, spend credits faster than the default Gemini models.
The length of the conversation. Savvy Bot re-reads the whole thread on every reply, so a long chat costs more each turn than a short one. Start a New Chat for a new topic to keep replies cheap.
The work involved. Pulling large reports or running several steps to answer uses more than a quick question.
Your current balance is shown in the chat header next to Credits. Open the menu and choose Credits to see the balance in detail and buy more. When the balance reaches zero, the message box is disabled until you top up — Savvy Bot will not run a chat you cannot pay for.
To spend the fewest credits, keep the default low-cost model, ask focused questions, and start a New Chat when you change subjects.