IEM Assistant

IEM Assistant brings guided help and selected workspace summaries into a conversation. It is included with an active Scale plan in the Inventory web app.

Access

Use the small assistant button in the lower-right corner, or open Assistant from Help. Choose Open full page for a dedicated workspace. The interface is English; replies follow the language of your question.

Questions to Try

• How many recipes do we have?
• What was our booked order value last month?
• What is the estimated gross profit on our latest order?
• How do I create an invoice?
• Does creating a product add stock?

Supported summaries include recipes, booked sales, estimated order gross profit, catalog counts, stock commitments, production, recorded OEE, order/invoice/shipment status, purchasing and freight, expenses, customer counts, maintenance, downtime, NCR, locations, company settings and role definitions. A question can combine relevant authorized areas. These are bounded read capabilities, not unrestricted database queries; arbitrary comparisons and forecasts may need a dedicated report.

Try “How many products do we have, and which have stock risks?” Stock risk uses eligible lots, active reservations, planned production consumption and configured minimum levels. Product counts alone cannot establish a stock shortage.

Understanding the Figures

Ask whether stock covers your recent orders. This compares remaining product demand in the latest 20 open orders with current eligible stock and other commitments. It does not expand recipes into future production or promise a dispatch date. Stock answers start with a short conclusion; expand the table and measurement details when needed.

Sales summaries use booked order value: quantity multiplied by unit price for orders in the selected period, excluding quotes and cancellations. This differs from cash received or net invoiced sales. Taxes, freight, refunds and credit notes are not included. Currencies are shown separately.

Last month means the previous calendar month; last 30 days is a rolling period. Period boundaries are currently UTC and are stated in the response. Profit is an estimate of gross profit using allocation, lot and product costs, not net accounting profit. An order in a different currency from its costs needs an authoritative conversion before a profit figure can be given.

Current stock estimates are not demand forecasts or shipping commitments. Detailed stock answers show a bounded sample, with the matching count stated. OEE answers use stored line-day snapshots rather than a live factory-wide recomputation. Recorded expense amounts differ from unpaid balances. Check the measurement basis and source screen before making important decisions.

Your Workspace

Workspace summaries use your active company and your permissions. Recipe counts require Recipe read; sales require Order read and Finance read; profit requires Order read and Cost Analysis read. Changing company clears the open conversation state. The assistant provides information; actions such as issuing an invoice remain on their normal screens.

Each additional area has its own permission check: stock needs Product and Inventory read; production, OEE and maintenance need Production read; roles need Role read; organization settings need Organization read. A permission for one area does not grant access to another.

Chats and Waiting

Database-confirmed workspace administrators follow the same access policy as the application, with active-company membership still required. Other roles need each area's permissions. You can ask about your own role; claiming to be an administrator in a message never changes access. IEM Assistant identifies itself as IEMSuite's AI and redirects unrelated personal advice to workspace topics.

Create separate chats for different topics. A short title is suggested after the first answer. Progress labels show whether the assistant is understanding a question, reading a summary or preparing an answer. During busy periods requests may wait briefly or ask you to retry.

Completed exchanges are saved to your account and active company. Refreshing reloads your saved history; switching companies shows that company's separate history. Up to four previous questions help interpret follow-ups. New questions read current figures; saved answers remain historical snapshots.

Save, Download and Delete

Chats do not automatically expire because of their age while your account is active. You can keep up to ten chats with forty messages each. If a conversation reaches its limit, download it and start another; the system does not automatically delete it to make room.

1. Use the download icon beside the chat title to download that conversation as JSON.
2. Choose Download chats (JSON) in the chat list to export the conversations you can currently access in this company. Restricted chats are excluded and counted in the export.
3. The file includes questions, answers, displayed figures, tables and source references. Store it securely; it may contain private company information. Downloading does not delete anything.
4. Use the delete button and confirmation to erase a conversation. The confirmation also offers Download JSON before deletion.

Account deletion erases your personal assistant chats across companies when the existing seven-day cancellation period ends. Company invoices and other business records follow their separate policies. Encrypted backup copies expire within thirty days; deleted chats must not reappear after a restore. Minimal deletion metadata prevents late answers from recreating deleted content.

A role change can make previous answers unavailable; this also prevents exporting data you can no longer access. Other company administrators do not automatically receive access to your private chats. Contact [email protected] for personal-data access or erasure requests beyond the available controls.

Current Limits

Only completed exchanges are saved. A stopped or failed response may remain in the current tab; a save failure is shown explicitly. CPU-based responses may take a minute or longer, especially after an idle period. Busy requests can be queued or declined temporarily.

The assistant does not change products, stock, orders or invoices. It does not provide personal relationship advice, unrestricted database queries, every possible report or a guarantee of accuracy. Replies aim to match your language; some report labels may still appear in English. Check the original screen and measurement scope before acting on a figure.