A useful starting point
IEM Assistant is available in the Inventory web app with an active Scale plan. Open the small assistant button at the lower-right corner, or choose Assistant from Help. You can use the side panel or open a full-page chat.
The interface stays in English. Write your question in the language you prefer; the assistant is instructed to answer in that language.
What to ask
- 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 read areas include catalog and stock commitments, recipes, booked sales and estimated order margin, production and recorded OEE, order/invoice/shipment status, purchasing and freight, expenses, customers, maintenance, downtime, NCR, locations, company settings and role definitions. A question can combine relevant areas you are authorized to read. These are bounded capabilities, not unrestricted database queries or every possible forecast.
Try: How many products do we have, and which have stock risks? Stock risk uses eligible lots, active reservations, planned production consumption and minimum levels. It is a current estimate, not a demand forecast. Detailed results state their sample size; ask for a product by name or SKU to narrow the result.
Read the figures correctly
Ask whether stock covers recent orders: this compares outstanding product demand in the latest 20 open orders with eligible stock and other commitments. It is not a recipe expansion, replenishment forecast or dispatch promise. Expand the result table and measurement details for the underlying figures.
Database-confirmed workspace administrators follow the application access policy, with active-company membership still required. Other roles require the relevant permissions. You can ask about your own role; a message claiming administrator status never grants access. IEM Assistant is IEMSuite’s AI for workspace help and authorized business information, not personal relationship advice.
A sales summary means booked order value, not cash collected or net invoiced sales. It totals quantity × unit price for orders in the period and excludes quotes and cancelled orders. Taxes, freight, refunds and credit notes are excluded. Different currencies stay separate.
Last month is the previous calendar month; last 30 days is a rolling period. Date boundaries currently use UTC. The response should state the range and basis so you can compare it with your reports.
Latest-order profit is an estimated gross profit, based on allocation, lot and product costs. It is not net accounting profit. Currency mismatches or inconsistent allocation evidence can require further review instead of a number.
Company and role access
The assistant uses your active workspace. Recipe counts require Recipe read; sales require Order read and Finance read; profit requires Order read and Cost Analysis read. Ask a workspace administrator if you need a permission. Switching companies clears the current chat state.
A comfortable conversation
Create separate chats for separate topics. A short title is suggested after the first reply. Progress labels describe the actual stage, such as understanding a question or preparing the answer. Busy requests can wait briefly; if capacity is reached, retry shortly.
Completed exchanges are saved privately to your account and active company. Refreshing restores saved chats; switching companies shows separate history. Up to four previous questions help interpret follow-ups. Saved answers are historical snapshots; ask again for current figures.
Keep, download or delete your chats
Chats do not automatically expire because of age while your account is active. You can keep up to 10 chats with 40 messages each. Reaching a limit does not automatically delete an older chat.
Use the download icon beside a chat title for a JSON copy of that conversation. Choose Download chats (JSON) in the chat list for all currently accessible conversations in this company. Restricted chats are excluded and counted in the file. Exports include message text, displayed figures, tables and source references. Keep the file secure; downloading does not delete your chats.
Deleting a chat requires confirmation and offers Download JSON first. Message content is erased from the active store; encrypted backups expire within 30 days. Minimal deletion metadata prevents late responses from recreating deleted content. Restoring a backup must not make deleted chats available again.
Personal chats across companies are erased when account deletion completes after the existing seven-day cancellation period. Company invoices and other business records follow separate rules. A permission change can block reopening or exporting old answers. Company administrators do not automatically gain access to another person’s private conversations.
Only completed exchanges are saved. Cancelled requests and failed responses may remain only in the current tab; save failures are shown explicitly. Contact [email protected] for personal-data requests beyond these controls.
Availability and scope
Responses that require model generation can take a minute or longer. During busy periods you may need to wait or retry. The assistant does not promise every possible report or forecast, and some report labels may remain in English even when the reply follows your language.
AI responses can be mistaken. Follow the source link and confirm important figures before making business decisions. The assistant explains workflows; changes such as creating or issuing invoices still happen through the normal application screens.