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.

Tooli is available from every screen in Toolio. There are three ways in, so use whichever is fastest for you.

Press Cmd + J on Mac, or Ctrl + J on Windows, to open Tooli from wherever you are. Press it again to close it.

This is the quickest way to ask a question in the middle of something else, because you never have to leave the row you're working on to reach the assistant.

The launcher is the round Tooli button in the lower right of your window. Click it to open Tooli.

Drag the launcher to move it somewhere else, which helps when it sits over a column you need. Toolio remembers where you put it in that browser, so it stays there next time you sign in. Move it back the same way at any point.

The launcher hides itself while Tooli is open and returns when you close the conversation.

Click the AI button in the top app bar. It sits in the same place on every screen, which makes it a dependable fallback if you've dragged the launcher somewhere you can't find.

However you open it, Tooli runs in one of two modes:

Switch between modes from the Tooli header. Tooli reopens in whichever mode you used last.

Every conversation is saved automatically. Find your past threads in the History sidebar inside Tooli.

Tooli keeps the title you chose and no longer replaces it with an automatic one. If the new title can't be saved, Tooli shows an error and the old title stays.

Tooli reads from the same modules your team uses every day, through the Toolio MCP:

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.

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:

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.

This video walks through turning a weekly department recap into an Organization Skill and running it for two departments:

Skills come in three scopes:

A Skill's scope is determined by where it was created:

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.

Organization Skills are managed in Settings > AI & Agents > Skills > Organization. From there you can:

To create a Personal Skill without leaving Tooli, click + in the message box.

A Skill can ask for an input, such as a department, so one Skill works for every department. You don't need to set this up by hand. Ask Tooli for a Skill that "takes a department as an input" and it adds these lines at the top:

Then type the department after the command, for example /monday-department-recap Clothing.

If the editor warns about a word starting with $, that's because $ marks an input. Write example amounts as real numbers, such as $3.18M.

The easiest way to write a Skill is to let Tooli draft it from a conversation you liked. Use this whenever you want to "save this prompt to run again later."

The more specific the Skill, the more consistent the answer. "Look at slow-moving items" can be read two ways. "Flag any item with fewer than two units sold in the last eight weeks and more than four weeks of supply" can't.

If a recap or slide deck looks different each time, it's because the request leaves the layout open, so Tooli decides it fresh on each run. Write the layout into the Skill:

It also helps to paste in a sample of the finished answer, with blanks where the numbers go.

To have a Skill run on its own every week, an admin sets it up in Agent Hub:

Admins can read each run's results under Run History on the Activity tab. Anyone else can get the same recap at any time by running the Skill themselves.

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.

Open Settings from inside Tooli to:

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 or the launcher in the corner, ask your account team about enabling Tooli for your tenant.

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.

The launcher hides while Tooli is open, so check whether the conversation is already up. If Tooli is closed and you still can't see it, you may have dragged it to another corner of the window. Its position is saved per browser, so it can also sit in a different spot on a different machine.

Only if you share one. Conversations are private by default, and you can share a read-only link with Anyone at your organization or with Only people you choose. Choosing Keep private again revokes the link. See Sharing a Tooli Conversation.

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.

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.

Create it as an Organization Skill in Settings > AI & Agents > Skills > Organization. Anyone in your tenant with access to Tooli will see it in their Skill picker.

The model catalog depends on which providers your tenant has configured. Some tenants have only Anthropic Claude available; others have Anthropic plus Azure OpenAI.

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.

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.

If your request leaves the layout open, Tooli decides it fresh each time. Save the request as a Skill and spell out the layout in it. See Getting the Same Format Every Time above.

Yes. An admin sets it up in Agent Hub. See Running a Skill on a Schedule above.