Agent Settings

Configure global rules, risk tolerance, and autonomy boundaries for your AI Copilot.

Global Autonomy Level

Set the default operating mode for the AI agent across your entire inventory. You can override this per SKU.

Manual ControlAI monitors inventory and alerts you to stockouts, but you create all POs manually.

Recommended

Copilot AI actively forecasts demand and drafts Purchase Orders for your review and approval.

AutopilotAI forecasts, drafts, and automatically sends POs to suppliers within your budget limits.

Financial Boundaries

Hard limits on how much capital the AI can commit without explicit human approval.

Monthly AI Budget Limit$25,000

Maximum total value of POs the AI can draft or execute per month.

Auto-Approve Threshold$1,000

Any individual PO under this value will be automatically sent to the supplier (if Autopilot is active).

Risk Tolerance & Safety Stocks

How aggressively the AI should optimize for cash flow vs preventing stockouts.

Conservative (Prevent Stockouts)Maintains 30%+ safety stock. Triggers reorders early. High fulfillment rate, more capital tied up.

BalancedMaintains 15-20% safety stock. Adapts to recent velocity trends.

Aggressive (Optimize Cash Flow)Maintains <10% safety stock. Just-in-time ordering. Maximizes cash flow, higher stockout risk.

Agent Notifications

How you want the AI to communicate with you.

In-App Triage Cards

Show action items on the Command Center.

Daily Briefing Email

Receive a morning summary of inventory health and drafted POs.

Slack Alerts (Urgent)

Ping the #operations channel for critical stockouts.