> ## Documentation Index
> Fetch the complete documentation index at: https://help.mathership.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Assistant

> Chat with the Mathership AI to query inventory, orders, and reorder suggestions

The Mathership AI Assistant lets you ask questions about your inventory, orders, and reorder suggestions in plain language and get structured answers directly in the dashboard.

You can use the assistant to look up stock levels, review recent orders, act on reorder suggestions, create draft orders, and get a full operational overview of your company or organization — all from a single chat interface.

<CardGroup cols={3}>
  <Card title="Inventory insights" icon="warehouse">
    Ask about stock levels, storage units, movements, low-stock items, and inventory value.
  </Card>

  <Card title="Order overview" icon="clipboard-list">
    Review recent orders, open orders, vendor history, and order spending.
  </Card>

  <Card title="Reorder support" icon="lightbulb">
    Get reorder suggestions, prepare draft orders, and manage suggestions directly from chat.
  </Card>
</CardGroup>

<Note>
  The AI Assistant is a new feature and is continuously being improved. If the assistant behaves unexpectedly, gives incorrect answers, or does something that does not make sense, we would really appreciate you letting us know at [info@mathership.com](mailto:info@mathership.com). Your feedback directly helps us make it better.
</Note>

## Opening the assistant

<Steps>
  <Step title="Go to Automation">
    Open **Automation** in the Mathership dashboard.
  </Step>

  <Step title="Open AI Assistant">
    Select **AI Assistant**.
  </Step>

  <Step title="Start using the chat">
    The assistant opens with your conversation history on the left and the active chat on the right.
  </Step>
</Steps>

The assistant opens as a two-panel layout:

| Panel           | What it shows                  |
| --------------- | ------------------------------ |
| **Left panel**  | Your conversation history list |
| **Right panel** | The active chat area           |

## Scope

Before sending a message, choose which data the assistant should work with using the scope selector in the top right of the chat panel.

| Scope            | What it covers                                                               |
| ---------------- | ---------------------------------------------------------------------------- |
| **This company** | Inventory, orders, stock, and suggestions for the currently selected company |
| **Organization** | Data across all companies that belong to your organization                   |

<Note>
  The Organization scope is only available if your company belongs to an organization. If no organization is configured, the scope selector will show that no organization is available.
</Note>

Switching scope starts a fresh conversation. Your previous conversations are not deleted — they remain in the conversation list under the scope they were created with.

## Starting a conversation

When you open a new chat, the assistant shows a set of suggested prompts to help you get started quickly.

<Tabs>
  <Tab title="Company scope">
    | Suggestion                 | What it does                                                 |
    | -------------------------- | ------------------------------------------------------------ |
    | What's low on stock?       | Shows ingredients that are running low or at critical levels |
    | Show me recent orders      | Lists recent orders placed by your company                   |
    | Get reorder suggestions    | Surfaces pending reorder suggestions for your ingredients    |
    | Show yesterday's movements | Summarizes inventory movements from the previous day         |
    | Tell me what you can do    | The assistant explains its capabilities                      |
  </Tab>

  <Tab title="Organization scope">
    | Suggestion                           | What it does                                          |
    | ------------------------------------ | ----------------------------------------------------- |
    | Which restaurant has the most waste? | Compares waste across companies in your organization  |
    | Show org-wide critical items         | Lists critically low stock items across all companies |
    | Compare orders across companies      | Shows a cross-company order comparison                |
    | List my companies                    | Lists the companies in your organization              |
    | Tell me what you can do              | The assistant explains its capabilities               |
  </Tab>
</Tabs>

Click any suggestion to send it immediately as your first message.

## Sending messages

Type your question or instruction in the input field at the bottom of the chat panel and press Enter or click **Send**.

The assistant responds with one or more message parts depending on the question. Responses can include plain text, tables, metric cards, charts, comparisons, and interactive elements.

## Response types

The assistant can respond with different types of structured content depending on what you asked.

<CardGroup cols={2}>
  <Card title="Text" icon="message">
    A plain written answer. Used for explanations, summaries, and conversational responses.
  </Card>

  <Card title="Metric card" icon="chart-simple">
    A highlighted figure with a title, a primary metric value, and optional secondary metrics.
  </Card>

  <Card title="Table" icon="table">
    A data table with labelled columns and rows. Used for ingredient lists, order summaries, stock breakdowns, and similar multi-row data.
  </Card>

  <Card title="Comparison" icon="ranking-star">
    A ranked list that compares entities by a metric, such as ingredients, vendors, or companies.
  </Card>

  <Card title="Time series" icon="chart-line">
    A chart showing one or more data series over time.
  </Card>

  <Card title="Brief" icon="file-lines">
    A structured multi-section report across multiple topics.
  </Card>

  <Card title="Choice chips" icon="hand-pointer">
    Clickable buttons shown when the assistant needs you to pick an option before it can continue.
  </Card>

  <Card title="Error" icon="triangle-exclamation">
    An error block describing what went wrong if the assistant cannot process part of your request.
  </Card>
</CardGroup>

### Tables

Tables can include:

* Quantities with units
* Currency values
* Percentages
* Relative timestamps
* Packaging breakdowns
* Inline action buttons

Tables may also include pagination when the result set is large.

### Comparison

A comparison is used for questions like "which ingredient has the highest waste" or "which vendor has the most orders".

Each row can show the value, its share of the total, and a delta against a baseline.

### Time series

A time series is used for trend questions such as order volume over the last 30 days or stock changes per week.

### Brief

A brief is used when the assistant prepares a comprehensive overview across multiple topics.

Each section can contain its own text, tables, and data parts.

## Draft order preview

When you ask the assistant to prepare an order, it shows a draft preview before anything is created.

The preview includes:

* Number of vendors
* Number of items
* Estimated total value

If a delivery location is required but not yet selected, the assistant will ask you to pick one before the draft can be created.

<Steps>
  <Step title="Ask the assistant to prepare an order">
    For example, ask the assistant to create a draft order based on reorder suggestions.
  </Step>

  <Step title="Review the draft preview">
    Check the number of vendors, number of items, and estimated total value.
  </Step>

  <Step title="Select a delivery location, if required">
    If a delivery location is missing, the assistant will ask you to choose one.
  </Step>

  <Step title="Click Create draft">
    Confirm the preview by clicking **Create draft**.
  </Step>

  <Step title="Review the draft on the orders page">
    The draft is then available on the orders page for review and sending.
  </Step>
</Steps>

<Note>
  Creating a draft from the assistant does not send the order. You still review and send it from the orders page.
</Note>

## Reorder suggestion actions

When the assistant surfaces reorder suggestions, it can include action buttons directly in the response.

| Action      | What it does                                                          |
| ----------- | --------------------------------------------------------------------- |
| **Snooze**  | Snoozes the reorder suggestion for the period chosen by the assistant |
| **Dismiss** | Permanently removes the reorder suggestion from your list             |

Both actions show a confirmation dialog before executing.

## What you can ask

The following are examples of questions the assistant can handle.

<Tabs>
  <Tab title="Inventory">
    * What's the current stock level of \[ingredient]?
    * Which ingredients are below the reorder point?
    * Show me everything in \[storage unit]
    * What was the total inventory value last week?
    * Which items have had no movement in the last 30 days?
    * Show me yesterday's stock movements
  </Tab>

  <Tab title="Orders">
    * Show me recent orders
    * What did I order from \[vendor] last month?
    * How much did I spend on orders this week?
    * Show me orders that are still open
  </Tab>

  <Tab title="Reorder suggestions">
    * Get my reorder suggestions
    * Which ingredients need to be reordered most urgently?
    * Snooze the suggestion for \[ingredient]
    * Create a draft order based on my reorder suggestions
  </Tab>

  <Tab title="Organization">
    * Which company has the most waste this month?
    * Compare stock levels across my restaurants
    * Show critical items for all companies
    * Which company placed the most orders last week?
  </Tab>
</Tabs>

## Conversations

Every chat session is saved as a conversation. You can return to previous conversations at any time to continue where you left off or review past answers.

### Conversation list

The left panel shows all your conversations grouped by recency:

| Group     | When                                  |
| --------- | ------------------------------------- |
| Today     | Conversations with activity today     |
| Yesterday | Conversations with activity yesterday |
| Older     | All earlier conversations             |

### Search conversations

Use the search field at the top of the left panel to filter conversations by title.

### Starting a new conversation

Click **New chat** in the top right of the chat panel to start a fresh conversation.

The button is only active when the current conversation already has at least one message.

### Archived conversations

Conversations can be archived to keep the list clean without deleting them.

Click **Show archived** at the top of the conversation list to switch to archived conversations. Click **Show active** to return to the main list.

Open the actions menu on a conversation in the list to delete it. Deleted conversations cannot be recovered.

## Actions and confirmations

When the assistant proposes an action — such as creating a draft order, snoozing a suggestion, or dismissing a suggestion — it always shows a confirmation dialog before executing.

You can cancel at any point before confirming.

After an action completes, the assistant posts a system message in the chat confirming what was done.

| Action               | Confirmation message            |
| -------------------- | ------------------------------- |
| Draft created        | "Draft created."                |
| Suggestion snoozed   | "Reorder suggestion snoozed."   |
| Suggestion dismissed | "Reorder suggestion dismissed." |

If an action fails, the assistant posts an error message in the chat.

## Limitations

The assistant works with the data available in your Mathership account.

It does not:

* Access data outside Mathership
* Send orders automatically without confirmation
* Modify ingredients, recipes, or product mappings
* Delete inventory records
* Access real-time external prices or market data
* Guarantee 100% accuracy on all calculations

<Warning>
  The assistant can make mistakes. Do not rely solely on the assistant for decisions that affect real orders, stock, or finances without verifying the underlying data in Mathership.
</Warning>

## Feedback

The Mathership AI Assistant is actively being developed. If you experience any of the following, please reach out to us at [info@mathership.com](mailto:info@mathership.com):

* The assistant gives an answer that is clearly wrong
* The assistant creates an action you did not intend
* The assistant is unable to answer questions it should know
* The assistant behaves in a confusing or unexpected way
* A response type displays incorrectly

Your feedback is the fastest way to improve the assistant for everyone.

## Related pages

<CardGroup cols={2}>
  <Card title="Reorder Suggestions" icon="lightbulb" href="/en/restaurants/automation/reorder-suggestions">
    View and manage the reorder suggestions the assistant can act on.
  </Card>

  <Card title="Ingredients" icon="carrot" href="/en/restaurants/inventory/ingredients">
    The ingredient data the assistant queries for stock questions.
  </Card>

  <Card title="Order History" icon="clipboard-list" href="/en/restaurants/ordering/order-history">
    Review the orders the assistant can summarize and query.
  </Card>

  <Card title="Organization Settings" icon="building" href="/en/restaurants/settings/organization">
    Set up your organization to unlock the organization scope in the assistant.
  </Card>
</CardGroup>