Cin7 Core AMA "Ask Me Anything"

Cin7 Core AMA "Ask Me Anything"

Cin7 AMA (Ask Me Anything) is a conversational tool that lets you explore your business data in everyday language, just like chatting with an AI assistant.

AMA dynamically analyzes live data from your Cin7 Core account to return insights tailored to your business. Instead of digging through reports or dashboards, ask questions and receive answers in the form of charts, tables, key performance indicators, and numerical summaries.

This guide will help you understand how to use AMA effectively, what questions you can ask, and how to navigate and refine your queries for better outcomes.

Prerequisites

  • You must be in our Early Adopter Program to have access to AMA.

Why use AMA?

AMA will help you get meaningful answers quickly, without needing to run reports. It's meant for day-to-day business performance exploration and decision support.

  • Faster insights: Get answers in seconds, without waiting for custom reports.

  • Flexible exploration: Ask follow-up questions and refine results as your thinking evolves.

  • Smarter decisions: View results in data tables and charts for clear understanding.

What you should ask

AMA understands questions related to most of your major business functions tracked in Cin7 Core. If the data exists in Core, chances are AMA can interpret it and respond. Ask about:

  • Products and attributes

  • Product families

  • Sales

  • Purchase

  • BOMs

  • ForesightAI data

  • Stock info

  • Suppliers

  • Customers

  • Locations

Accessing AMA in Cin7 Core

To open AMA, click the AMA icon located in the top-right of the Cin7 Core interface. This opens the AMA page, where you can begin asking questions.

You'll be presented with a selection of sample questions from commonly-used queries across different business roles and data.

Try clicking on any sample to run that query against your own Core data.

Depending on the complexity of the question and the data involved, results may take a few seconds to generate.

Navigating the results view

Results appear in a flexible interface that gives you the option to view them as:

  • A chart that visualizes the answer based on the dataset

  • A data table, which gives you granular details in a sortable and filterable format

You can toggle between chart and table views using tabs above the results. Some results may not provide a chart, as the data may not be ideal for visualization.

Table features include:

  • Column header controls for sorting and filtering by specified values

  • Tools at the bottom to copy the data, switch to full-screen, or export as CSV

Chart features include:

  • Hoverable data points that show additional values

  • Clear visual groupings based on your question (e.g., by product, by location)

These tools make it easier to work with your results in real time or to bring them into another workflow.

How to refine results

One of AMA’s most powerful features is its encouragement of exploration. After your initial question, you’ll see follow-up question suggestions tailored to your original query.

Try clicking one of these or typing your own follow-up in the prompt field to further explore.

Here’s how to make the most of refinement:

  • Broader questions will return general trends—use more specific language to target exact metrics

  • Try asking for comparisons of other products, locations, or periods of time

  • Drill into a particular SKU, location, or customer segment

  • Filter or sort the data table to surface patterns or outliers

  • Specify how you want the data formatted

  • Add more context to your question to help AMA understand exactly what data you need

This back-and-forth conversation helps AMA learn what you’re interested in and deliver increasingly useful answers over time.

Giving feedback on answers

If a response is helpful and accurate, you can give it a thumbs-up. If it misses the mark, give it a thumbs-down.

These response buttons help Cin7 continuously improve AMA’s capabilities by identifying areas where it might need to better understand your intent or display data more clearly.

New chat and previous questions

If you want to begin a new thread on a completely different topic, click “New Chat” to start fresh.

You can also view your question history using the sidebar panel. This lets you:

  • Review past queries

  • Ask the same question again (though keep in mind: data may change over time)

Because AMA uses live Cin7 data, rerunning the same question may give a different answer depending on updates to your inventory, sales, or other records.

Examples to get you started

To help you get started on using AMA as part of your day-to-day analysis, here are some example questions across key areas:

Orders

  • Which sales orders are either overdue or delayed beyond their planned shipping date as of today? Sort the results in ascending order by Shipment Required by Date. Include customer names in the results.

  • Display sales orders and revenue from the last quarter by product group in a graph, sorted by total revenue.

Inventory

  • What are the stock levels of a specific product across all my warehouses? Sort the warehouses by stock quantity from least to most.

  • Show all active products which had zero sales in the last 30 days excluding today. Consider all locations combined. Include product name, current stock (even if zero), category, and supplier. Sort data by current stock in descending order. Present data in a table.

Financial

  • What are my top 3 suppliers by revenue? Summarize sales data from the beginning of this calendar year up to today. Compare with the sales data from the last year for the same period. Present result in a table. Show the difference as a percentage.

  • What are the top-performing products in my company by total revenue in the last 90 days? Consider all sales channels and all sales locations.

Customers

  • Who are the top 10 customers of my company by total revenue in the last 180 days? Consider all sales channels and all warehouses.

  • What 10 products in which categories do the top 5 customers of my company by total revenue purchase most frequently? Consider all sales channels and all warehouses. Sort products by quantity sold in descending order.

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