Toolio

To learn more about how the Toolio platform works and for features that are cross-cutting between different modules please check out this collection.

Platform

A glossary of the operation keys Toolio records in Change History, with the full list grouped by area.

Change Event Operation Keys

Learn shortcuts and features from the tips Toolio shows while your data loads, or turn them off for your organization.

Product Tips on Loading Screens

Grid Capabilities

A single-product view of inventory, sales, size curve, and per-location performance, at style level or color level, reached from the command bar with CMD+K.

What Is the Product Summary Page?

Dashboards

Where to view and manage every scenario in your organization from Settings, and the permission required to do it.

Managing the List of Scenarios

Scenario Playing

What Tooli remembers about how your team works, how to teach and correct it, and how to manage what's stored.

Team Memory in Tooli

Tooli can answer with KPI cards, charts, and live planning grids rendered right inside the chat.

Charts, KPI Cards, and Live Grids in Tooli

Create and update presentation profiles in bulk by uploading a CSV file instead of configuring them manually in the UI.

Importing Presentation Profiles

Model the week-by-week shape of how a discontinued product's demand winds down through its clearance period.

Sell-Down Curves

How building or editing Automated Cluster Groups affects in-flight plans, ROS, and YoY reporting across a cluster-structure change.

Changing Cluster Groups and Year-Over-Year Reporting

Toolio's AI planning assistant — immersive chat, conversation history, and reusable Skills.

What Is Tooli?

Intelligence Settings

How to view, create, and manage demand-impacting events in Toolio's Intelligence module to improve ML forecast accuracy.

Events Page

Collection of all AI & ML related articles

Intelligence

Product Updates

Status Page

Toolio Academy

Resources

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Volume, creators and topics for your company.

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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