Tooli is your AI planning assistant inside Toolio. It lives alongside your plan as a real, immersive chat — ask questions in plain English about Merchandise Plan, Assortment Plan, Item Plan, and Allocation, and get answers grounded in your live data. With Skills, your team can turn its repeatable workflows into reusable slash commands that anyone can run.
Use Cases
Asking quick planning questions ("Why did margin slip in Women's last week?") without leaving your plan
Pulling a Monday-morning trading recap or a weekly variance check
Triaging stockout risk across the network
Drafting a line-review brief before a buy meeting
Codifying your senior planner's playbooks as Skills so the whole team can run them on demand
Opening Tooli
Open Tooli from the AI button in the top app bar. You can use it in two modes:
Side panel — Tooli opens to the right of your plan so you can keep working in Toolio while you chat.
Fullscreen — switch to an immersive layout when you want to focus on the conversation.
Switch between modes from the Tooli header.
Conversations and History
Every conversation is saved automatically. Find your past threads in the History sidebar inside Tooli.
Conversations are titled automatically based on what you discussed.
Search across past conversations by title from the History sidebar.
Conversations are private to your user — your teammates can't see them.
Conversations are kept for 30 days. A conversation you haven't touched in 30 days expires.
What Tooli Can Read
Tooli reads from the same modules your team uses every day, through the Toolio MCP:
Merchandise Plan
Assortment Plan
Item Plan
Allocation
Tooli sees the live state of your plan — no stale exports, no separate copies. Every answer is traceable back to the underlying slice of the plan.
What Tooli Can Do
Tooli is read-only on Merchandise Plan, Assortment Plan, and Item Plan. It can analyze your plan, surface variance drivers, and draft recommendations, but it won't change a number on those modules.
On Allocation, Tooli can take a small set of write actions — for example, updating an Allocation Strategy on your behalf. Tooli won't make any changes unless you explicitly ask it to. If you do, it will tell you exactly what it changed and link you back to the affected strategy so you can review.
Governed write-back across the rest of the platform is coming with Agent Hub.
Beyond reading data, Tooli can take a few supporting actions inside the conversation:
Monday Morning Report — pulls the latest Monday Morning Report when your organization has it enabled.
Ask for a choice — asks you a follow-up question with choice buttons when it needs clarification before continuing.
Skills
A Skill is a saved playbook your team writes once and runs any time, by typing a slash command in Tooli.
For example, a Monday-morning recap Skill might say:
Pull last week's sales vs. plan and vs. LY at the category level. Flag any category off-plan by more than three points. Break out top variance drivers from the assortment level. End with a one-paragraph narrative ready for the trading team's standup.
The first time your senior planner wrote that recap by hand, it took two hours. With a Skill, it's /monday-morning-recap — every time, same shape, same rigor, every category covered, live from the plan.
Skill Scopes
Skills come in three scopes:
Scope | Where it lives | Who can edit |
System | Shipped with Toolio | Toolio (read-only for you, but you can fork) |
Organization | Available to everyone in your tenant | Users with permission |
Personal | Only available to you | You |
Running a Skill
To run a Skill, type / in the Tooli input box. The skill picker opens with everything available to you — system, organization, and personal. Keep typing to filter, pick the Skill you want, and Tooli runs the workflow.
You'll see the Skill name as a pill in your message, so it's clear which playbook was used to produce the answer.
Authoring and Editing Skills
To author a Skill, go to Settings > Tooli > Skills. From there you can:
View every Skill available in your organization, with columns for who created and last updated each one
Filter by scope (System, Organization, Personal) or by any other field
Create a new Skill — give it a slug (the slash command), a name, a description, an icon, and a markdown body
Fork a system Skill into an organization or personal variant
View the Revision History drawer for any Skill — see who changed what and when
Enable or disable individual Skills
Skill bodies are written in Markdown, with a 32KB body limit.
Built-In Skills
Toolio seeds your tenant with a starter library of built-in Skills you can use as-is or fork into a tenant-specific variant. They show up in your Skills list marked as System.
Settings
Open Settings from inside Tooli to:
Pick a model (Anthropic Claude or Azure OpenAI, depending on your tenant's configuration)
Adjust the model's thinking budget for deeper or faster responses
Click
Reset assistant connectionif Tooli is having trouble reaching your live data
Availability and Pricing
Tooli and Skills are in public beta and included for every tenant where they're enabled at no additional cost while we refine the product.
At general availability, Tooli and Skills will move to a freemium model — included with every Toolio seat up to a generous usage threshold, with usage-based pricing beyond that. The same model will extend to Agent Hub when it ships. We'll give you clear advance notice before any pricing changes take effect.
If you don't see the AI button in the app bar, ask your account team about enabling Tooli for your tenant.
FAQs
How long are conversations kept?
Conversations are kept for 30 days, with up to 100 conversations per user and 500 messages per conversation. After 30 days of inactivity, a conversation expires.
Can other people see my conversations?
No. Conversations are private to your user. Sharing is not yet available.
Can Tooli change my plan?
It depends on the module. Tooli is read-only on Merchandise Plan, Assortment Plan, and Item Plan — it can analyze and recommend, but every change there still happens through you.
On Allocation, Tooli can take a small set of write actions (for example, updating an Allocation Strategy) — but only when you explicitly ask it to. It will not make any updates on its own, and it will tell you what it changed so you can review.
Governed write-back across the rest of the platform is coming with Agent Hub.
What happens when I type / but my team hasn't written any Skills?
The Skill picker still opens — you'll see the built-in System Skills that Toolio ships with your tenant. You can run them as-is or fork them into an organization variant.
How do I share a Skill with my team?
Create or save it under the Organization scope from Settings > Tooli > Skills. Anyone in your tenant with access to Tooli will see it in their Skill picker.
Why do I see different model options than my teammate?
The model catalog depends on which providers your tenant has configured. Some tenants have only Anthropic Claude available; others have Anthropic plus Azure OpenAI.
Tooli's answers look stale — what should I do?
Open Tooli Settings and click Reset assistant connection. That clears Tooli's session with the Toolio MCP and re-mints your connection on the next message.
Is there a size limit on a Skill?
Yes — Skill bodies are capped at 32KB. The editor shows you the size as you type. If you bump up against the limit, split the work into two Skills or trim the body.