Working with the Chat
The panel on the right in Bizzio: ask questions in natural language and get answers with their sources and buttons for the next step.
Natural-language questions
Ask about sales, stock, documents, customers, or how to use Bizzio. Each answer identifies the report or guide it comes from.
How much have we sold this month by location?Buttons for quick answers
When the assistant asks you to choose (which item, which period, yes or no), the options appear as buttons. When choosing a customer or item, the button selects that exact record. Your text in the input field is preserved.
Show me only the Ruse locationOverview on opening No AI cost
Yesterday's sales compared with the same day last week, and month-to-date sales compared with last month — instantly, without AI.
“Today” No AI cost
Counter buttons at the top of the chat show your tasks for today, overdue customer invoices, overdue supplier invoices and invoices due within 7 days, unfulfilled orders, late deliveries, batches expiring within 7 days, and today's alerts. Click a counter to ask about it.
⏰ 5 overdue invoices (3 customers)⚡ Quick menu
Ready-made questions by topic — sales, inventory, documents, customers, money, prices, CRM, email, and help — limited to what you are authorised to access. Questions containing “…” can be completed.
Tell me about customer …⭐ Favourite questions
Click ☆ below an answer to save the question. Favourites appear first in the quick menu and at the top of the chat — ideal for reports you run every week.
“Related” items below the answer
Customers and items mentioned in an answer are buttons. Click one to see available actions: overview, unpaid invoices, monthly sales, product recommendations, a new quote, a reminder, what to order, recent documents, and contacts. For an item, you can view stock, prices, and who buys it. For documents, “⋯” opens details, line-item availability, and the customer's unpaid invoices.
Suggested follow-up questions
After a report, buttons suggest natural next steps — compare with last year, break down by week, or identify which items are growing or declining.
Compare with the same period last yearAware of the open record
When a document or module is open, relevant questions appear at the top. “This document” refers to the one currently open.
Explain document “Invoice No. 1234”Ask about a file
Attach a PDF, image, Excel, CSV, or text file to your question — such as a price list, invoice, or list.
Compare the prices in this list with oursTable, chart, Excel, and report
For report answers, the chat displays a table and chart, with “Export to Excel” for the full list and “Open in report” to open the Bizzio report with the same filters.
See what it is doing
While processing, it shows the current step (“Searching for Ivanov…”, “Running the Stock Turnover report…”) and a counter. “Stop” cancels the request on the server too, so you can submit a new one immediately.
Convenience features
💬 — your last 15 conversations (from the past 14 days, on this computer) can be resumed or deleted; ↑ restores the last question; “↻ Try again” retries after an error. You can copy and rate answers 👍/👎 and enter multi-line text. Very large reports run only after you click “Run report”.
Sales & Analytics
Answers come from Bizzio reports and respect the user's permissions. Profit data is available only to users authorised to view it.
Sales and profit
By location, item, group, customer, user, day, week, or month; rankings; net of returns.
What are the top 10 items by profit for September?Why did revenue change?
Compares the period with the previous period or the same period last year, identifying which groups, items, or customers explain the change — new or lost customers, fewer sales, or smaller transactions.
Why is revenue lower this month than last month?Why did profit change?
Breaks down the change from the previous period by item: quantities, prices and discounts, cost of goods, new items, and items no longer being sold. The components add up exactly to the total change. Also includes the number of sales and average transaction value.
Why did profit fall this month?Compare stores and employees
Compare locations, salespeople, or agents side by side: revenue, number of sales, average transaction value, returns, margin (with profit permissions), growth, and share — see who leads and who is falling behind.
Compare stores over the last 30 daysAgent targets and commissions
Monthly target achievement by agent and item, including whether each agent is on track. Commissions are shown as earned, paid, or awaiting customer payment.
How are the agents performing against their targets?Seasonality
Monthly sales over 24 months: peak and slow months, year-over-year growth, and an outlook for the next 3 months.
Are our sales seasonal? Which months are strongest?Monthly forecast
Sales to date plus an estimate for the remaining days, based on the same weekdays over the last 8 weeks. If a target is set, shows how much must be sold per day.
Will we reach 100,000 this month?ABC analysis
Identifies which items, customers, or groups account for 80% (A), the next 15% (B), and the final 5% (C) of revenue or profit.
Which items generate 80% of revenue?Customers who have stopped buying
Regular customers with no purchase in 60 days, showing their last purchase, usual buying frequency, and how much longer than usual they have been inactive. Number of sales only; no amounts.
Which customers have stopped buying?Customer segments
Segments customers based on purchases over 2 years: most valuable, regular, new, at risk, declining, and lost — using clear rules, with key customers in each segment and recommended actions.
Who are my most valuable customers, and which ones are we losing?What should I offer the customer?
Shows items the customer used to buy but has stopped buying, as well as the most popular items bought by other customers in the same groups that this customer has not tried yet — including availability. The assistant can then prepare a quote.
What should I offer Ivanov?Non-moving stock
Items with available stock and no sales during the selected period, including the date of the last sale.
Which items have had no movement for 3 months?What should I order? button
Suggests quantities based on sales, available stock, quantities already ordered, and minimum stock levels, rounded to the item's unit. If you ask about a specific supplier, a draft order for that supplier appears below the answer.
What should I order from supplier X for the next 2 weeks?Stock levels
By location, showing available stock after reservations and items below minimum stock levels.
How much Lavazza coffee do we have in Ruse?Frequently bought together
Shows how often another item appears in transactions containing the selected item, and how much more often than average — useful for merchandising, checkout recommendations, and bundles. Counts only.
What is often bought together with Lavazza coffee?When do we sell?
Revenue and number of sales by weekday and hour — highlighting busy and quiet periods for staffing, replenishment, and promotions.
On which days and at what times do we sell the most?Returns
Returns compared with sales by item, customer, or employee — highlighting the highest return rates and largest amounts.
Which items are returned most often?Loss-making sales and low margins
Items sold below cost or below the specified margin, by item, customer, or employee. Requires permission to view profit.
What are we selling at a loss?Discounts
Estimated total discounts and their share of sales, by employee, customer, or item.
Who has given the most discounts this month?
Orders, Inventory & Production
Fulfilment, deadlines, and materials — based on stock and orders, subject to your permissions.
Which orders can I fulfil?
Compares unfulfilled customer orders with available stock: fully fulfilable, partially fulfilable, or waiting for stock. Stock is allocated order by order, so “fully” means all orders can be fulfilled together. Also shows total shortages and quantities already on order.
Which customer orders can I fulfil now?Can we deliver?
Available stock minus quantities committed to open orders, plus expected supplier deliveries by the required date — by location, including the earliest date when the required quantity will be available. For multiple items at once, shows what is available now, what will be available later, and which location can fulfil the entire order.
Can we have 10 units of A, 5 of B, and 20 of C by Friday?Customer order check
Before accepting an order, checks each item's availability by the required date, customer-specific prices, credit limit after the order, overdue invoices, and credit holds — using the same rules Bizzio applies when accepting a sale: “approved”, “approved, but…”, “cash or advance payment only”, or “issue”, with explanations.
Customer Ivanov needs 10 units of A and 5 of B by Friday — can we do it?Late deliveries
Supplier orders past their due date, number of days late, and how many customer orders are waiting for the same items.
Which deliveries are late?Transfers between locations
Shows where an item is likely to run out soon and where excess stock is available, with suggested transfer quantities by route.
What should I transfer between locations?Orders to all suppliers button
Creates one draft order per supplier (up to 6), with suggested quantities, all at once with a single button.
Prepare orders to all suppliers for the Ruse locationExpiry dates
Batches expiring by the selected date or already expired, and how many are unlikely to sell in time at the current sales rate.
What expires in the next 30 days?Capital tied up in old stock
Stock by age — up to 90, 180, 365, 720 days, and older — based on receipts (first in, first out) and valued at purchase prices (requires permission to view them). Identifies the items and groups tying up the most capital.
How much capital is tied up in old stock?Supplier performance
Delivery volumes and share, on-time performance against order dates, actual lead times, fulfilled orders, currently late orders, price increases, and returns — with an assessment for each supplier.
Which supplier is late most often?Which supplier offers the lowest price?
Compares each supplier's latest purchase price for an item with the primary supplier's price and calculates potential savings for the purchased quantities. Requires permission to view purchase prices.
Which supplier is cheaper for the Coffee group?Get ready for the season
Identifies items whose sales increased in the same weeks last year, forecasts current demand, and recommends order quantities after accounting for available stock and existing orders.
Prepare for the season — what should I order for the next 2 months?Stocktake plan
Suggests which items to count: negative stock, shortages in previous stocktakes, items not counted for a long time or ever, and high-value items — highest-risk items first, with reasons.
Which items should I count at the Central location?Stocktakes
Shortages and surpluses from stocktakes, and items that repeatedly show shortages. Values require permission to view purchase prices.
Which items are most often missing in stocktakes?Transfers in transit
Transfers dispatched between locations but not yet received — source, destination, and days in transit — as well as transfer requests not yet dispatched.
What is currently in transit between locations?Sold but not dispatched
Sales with deferred dispatch and scheduled dispatches not yet sent, by customer, including due dates and delays.
What do we need to dispatch today?Goods on consignment
Goods held by customers that have neither been returned nor invoiced, by customer, value, and how long they have had them.
Which customer is holding our goods?Can I manufacture?
Based on the bill of materials/recipe: required materials, current quantities, how much can be produced now, and what is missing — followed by an order for the shortages.
Can I manufacture 100 units of X?
Complex questions
The assistant combines several reports and finishes with a concrete next step.
Customer needs a quantity by a specific date
Checks stock, committed quantities, expected and late deliveries — and, where possible, prepares an order or quote with a button.
Ivanov needs 30 units of X by Wednesday — can we do it?Supplier increased prices
Identifies which purchase prices increased and by how much, then proposes new selling prices that preserve the markup, with apply and rollback buttons.
Metro has increased its prices — what should I do?Prepare me for the day
Tasks, overdue invoices, orders to dispatch, and late deliveries — a short list of concrete actions, starting with the most urgent.
Prepare me for the dayShortages for customer orders — place an order
Identifies shortages for customer orders and prepares a supplier order for the missing items.
What is missing for customer orders? Order it.Why did profit fall — and what should I do?
Breaks down the change and identifies the main cause: discounts and low margins, increased purchase costs and the “preserve markup” option, or customers buying less.
Why did profit fall, and what should I do?Supplier meeting
Delivery reliability, price increases, where other suppliers are cheaper, and late orders — 3–5 discussion points with figures.
Prepare me for a meeting with supplier MetroWho should I call?
At-risk and declining customers, overdue invoices, and unanswered quotes — a short list with the reason for each and a task for the first one.
Who should I call this week?Free up cash tied up in inventory
Shows how much capital is tied up in old stock and what is not selling or is nearing expiry, then suggests transferring it where it sells, discounting it, or returning it to the supplier.
Free up cash tied up in inventoryWhat if I increase prices?
Shows the effect of a price change assuming sales volumes stay the same: monthly change in BGN, margin before and after, and how much sales volume could fall while keeping profit unchanged.
If I increase prices in the Coffee group by 5%, how much more will I earn?Customer meeting
What the customer buys, how they pay, what you could offer, and what is currently open — 3–5 talking points.
Prepare me for a meeting with customer IvanovMonth-end closing
Uninvoiced sales, deliveries without supplier invoices, unfinished documents, overdue receivables, and payments due this week — a concise checklist.
What should I check before month-end closing?Should I increase the credit limit?
Reviews the customer's payment behaviour, balance against the credit limit, and purchase volume, then provides a recommendation with reasons. The decision remains yours.
Should I increase Ivanov's credit limit?Till checks
Voids, discounts, and returns by employee — identifies unusual patterns across multiple indicators without making accusations.
Is there anything unusual at the tills?Expiring stock — how can I sell it?
Identifies items unlikely to sell before expiry and suggests transferring them to a location where they sell or discounting them.
What is likely to expire, and how can I sell it?
Documents
Search, view details, and create documents — limited to document types you are authorised to access.
Document search
Search by type, customer, number, period, and status, with “↗ Open” buttons and export of the full list.
Show unfulfilled customer ordersDetails and line-item availability
Line items, amounts, status, and for each line: available stock at the location, quantities ordered by customers, and quantities expected from suppliers.
Can we fulfil this order?New quote or order button
A quote to a customer, an order from a customer, or an order to a supplier, using the customer's prices from the price lists. Created as a draft for your review.
Create a quote for Ivanov for 10 units of X and 5 units of YQuotes awaiting a response
Finalised quotes that have not yet become orders or sales, showing the outstanding amount and days awaiting a response, as well as the acceptance rate for the period.
Which quotes are awaiting a customer response?Missing documents
Uninvoiced sales to companies, deliveries without supplier invoices, and unfinished documents that have been left open — with buttons to open them.
What should I check before month-end closing?Document rules
Required fields and the usual workflow — which document to create it from and what comes next.
How do I create an invoice from a sale?
Customers & Payments
Balances, unpaid invoices, and reminders — subject to your permissions.
Customer overview
Balance, sales over the last 12 months and 30 days, last purchase, open orders, CRM activities, and contacts — each section requires its corresponding permission.
Tell me about customer IvanovBalances
Who owes us money and whom we owe.
Which customers owe us the most?Unpaid and overdue invoices
Unpaid amount, due date, and days overdue by invoice and customer, plus ageing totals (up to 30, 60, 90, and over 90 days). Credit notes reduce the outstanding balance.
Which invoices are overdue?Payment reminder button
Bizzio drafts an email listing the exact invoices, due dates, and amounts. You can edit it and send it from the company's mailbox to the email address in the customer record. Up to 5 customers at a time; no more than one reminder per customer every 20 hours.
Send a reminder to customers whose invoices are more than 30 days overdueContacts
Phone, email, and address from the record — requires access to the Partners master data.
What is Ivanov's phone number?What we owe suppliers
Unpaid supplier invoices and credit/debit notes, with due dates and days overdue. Payments made against deliveries are taken into account. Requires the relevant permissions and access to purchase prices.
What do we need to pay this week?Cash and bank balances
Balances in cash tills, bank accounts, cards, and electronic payments — by currency and in total, now or as of a selected date. Combined with expected payments by due date, it shows whether funds will be sufficient.
Will we have enough cash next month?Customer payment behaviour
How many days customers actually take to pay invoices with deferred payment, how late they pay after the due date, what percentage they pay on time, and whether performance is improving — without showing amounts. Also appears during order checks.
Which customers pay on time and which are late?Bonus points
Customer points: total points, customers with the most points, points earned and redeemed during a period, and dormant points belonging to customers who have not purchased for a long time.
Which customers have points but have not visited in 3 months?Advances
Unallocated advances by customer (or supplier) and their age, unused instalments, and advances that have been allocated but not invoiced.
Which customers have unallocated advances?Payments by type
Amounts received in cash, by card, bank transfer, or voucher — in total, by till, cashier, or day (excluding VAT, as in the report).
How much did we receive by card this month?Abandoned carts
Registered web shop and B2B customers who left items in their cart without placing an order: cart value, items, date, and whether they purchased through another channel.
Who left a full cart?Credit risk
Customers over or close to their credit limit, with overdue invoices and open orders — prioritising those who should not receive more goods before making a payment.
For which customers should I put deliveries on hold?Cash flow by due date
Expected customer receipts and supplier payments by week — net and cumulative, with overdue amounts shown separately. Each side is visible only with the relevant permissions; this is not the same as bank balances.
What cash inflows and outflows do we expect each week?
Items & Prices
Overview, pricing, and recognition of new items.
Item overview
Stock by location, sales over the last 30 days, last delivery, and prices. Purchase prices require specific permission.
Tell me about item XPrices and customer-specific pricing
Based on the price lists you can access; for a customer, shows the price they receive (promotional, special, or standard selling price).
What is the price of X for customer Ivanov?Changes in purchase prices
Compares each item's latest purchase price with the previous one, by item and supplier. Requires permission to view purchase prices.
Which supplier has raised prices in the last 3 months?Price check
Compares selling prices with the latest purchase price, identifying prices below cost, low markups, prices not updated after supplier increases, and items with no price — then proposes new prices that can be applied with a button.
Which selling prices are below purchase cost?Change selling prices button
Change prices by a percentage, apply a markup to purchase cost, or “preserve markup” after a cost increase, with rounding to .99. Bizzio calculates every old and new price and the expected effect at unchanged sales volumes. Apply changes with a button and restore the old prices within 7 days using “Restore old prices”.
Preserve the markup on items from supplier XNew items from a file
Items › Recognition: from an image, PDF, Excel, or CSV file, the assistant identifies all columns — name, code, barcode, unit, group, prices, supplier, origin, and weight.
Online store description
Generates a web name, description, and group from the item's name and image. The form is filled in for you; you save it.
Create with a button
The assistant prepares the record; you review the form and click the button. It is created only once (double-clicking or opening a second window will not create a duplicate). The draft is valid for up to 24 hours. After creation, “Continue” completes the workflow — for example, creating a quote for the new customer.
New customer or supplier button
A pre-filled, editable form. Prevents duplicates with the same company ID (UIC), email, or name, and applies the company's default settings.
Add Irina Denova as a new customer, phone 0888 123 456New item or service button
Group, unit, code, barcode, supplier, and prices — prices are available only with the permissions for the item record.
Create item Cable 3x2.5 in the Cables group, unit m, price €1.25CRM activity button
A guided flow: select the activity type using buttons, complete the form, find a customer or item in the system, then click “Open activity”.
Create a complaint for customer PetrovTask in Organizer button
A reminder for you in Organizer, with a due date and type.
Remind me tomorrow at 10 to call IvanovCompany note button
The administrator can teach the assistant company-specific facts, which the assistant then takes into account in its answers.
Remember that Metro deliveries are on Tuesdays
CRM & Organizer
Activities and tasks, with buttons to open them.
CRM activities
Search by type, customer, and status, with “↗ Open” buttons.
Which complaints are currently open?CRM reminders and vehicles
Overdue and upcoming CRM alerts — renewals, inspections, and vehicle insurance (including registration numbers).
When do the vehicle insurance policies expire?Birthdays
Upcoming birthdays of customers and colleagues, with contact details and last purchase; suggests a greeting message or a task.
Who has a birthday this week?My tasks
Your tasks in Organizer for today or this week.
What do I have today?
AI email inbox
Emails from the company's mailbox are recognised and imported into Bizzio with a button. Automatic import is limited to fully recognised emails from a verified company address belonging to a known partner.
Email recognition
Recognises customer orders, supplier quotes, deliveries, invoices, credit or debit notes, enquiries, and complaints — including the customer and line items.
Import into Bizzio button
Creates an order, quote, delivery, invoice, or note from the email, checks for an existing imported document, and attaches the email to the document.
Reply to an enquiry button
Customer-specific prices and stock availability come from Bizzio; the assistant only drafts the text. The reply is sent from the same mailbox. Customer prices and orders are used only if the sender has been verified as that customer.
Order confirmation and complaints button
Drafts an order confirmation reply; a complaint received by email becomes a CRM activity.
New partner from an email button
If the sender is unknown, creates a partner using the company ID (UIC) and VAT number from the email, while preventing duplicates.
Alerts
A morning overview of unusual situations, calculated directly from the data — no AI and no cost.
Rules in natural language No AI cost
Sales declines, items about to run out or below minimum stock, returns by user, inactive customers, low margins, receivables, and old orders.
Alert me if coffee sales in Ruse drop by 20% in a weekMorning email
Sent every morning to recipients configured by the administrator, with yesterday's and month-to-date sales and alerts.
Alerts in the chat
The “Alerts” button and the question of the day.
What is important today?
Labels & Print Templates
For Printman. Each template is validated using the actual rendering engine before it is saved.
Labels button
Generated from a description: size, barcode, price, promotion percentage, origin, and weight. Includes a print preview based on a specific document.
Create a 40x30 label with name, barcode, and priceDocument templates button
Create new templates or modify existing ones — for example, show more decimal places in unit prices. An existing template is replaced only after confirmation; the old version is kept as a backup.
Add the bank account to the invoiceReady-made templates
Quote, invoice (VAT by rate, due date, reason for 0% VAT), goods receipt, supplier order, warehouse receipt, and handover protocol.
Help & Knowledge
Answers about using Bizzio, based on its guides, menus, and rules.
Guides and menus
How to perform an action and where to find it in the menu, based on your permissions.
Where are item attributes configured?Company notes
Information the administrator has taught the assistant takes precedence over the general user guide.
What have you remembered about the company?
Control & Security
For administrators.
Module permissions
Separate permissions for the AI assistant, AI email inbox, AI alerts, and AI log. Every tool and button rechecks permissions each time it is invoked; the assistant can use only the tools made available to that user.
AI log
All questions, answers, and actions — who did what, when, and at what cost.
Usage limits
A monthly company limit, a daily per-user limit, and an overall server limit; checked before every request.
Data validation
Items without barcodes; duplicate barcodes, names, or company IDs (UIC); missing selling prices; inactive items with stock; negative stock; companies without a UIC; and customers without email addresses.
Check the data for errorsVoids by employee
From the log: voided documents and line items by employee, number of sales affected, reasons, and largest cases — highlighting unusual patterns. Requires permission to access the relevant log.
Who has voided the most this month?Self-test
Runs all read-only tools the user has access to, without AI, for a quick check after an update.
Data, not instructions
Text from emails, files, and documents is treated as data and cannot instruct the assistant to take action. Links, email addresses, and bank accounts found in an email are never silently inserted into a reply or a document on behalf of the company.
Also available in the browser
Works in Bizzio for Windows and in Bizzio3 — Bizzio in the browser.
How to enable it
The pilot version runs on a server in test mode.
- In “Module access”, grant the following permissions:
AI Assistant (Ask Bizzio), if neededAI email inbox,AI Alertsand — for administrators —AI log. - For email: configure the mailbox under AI Email Inbox › Settings. If the mailbox username is not an email address, configure the sender address for the database on the server.
- Run “Self-test” from the AI log.
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Bizzio AI · GenCloud Bizzio · pilot version as of 05.10.2026. New features are being tested; this description may change.