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

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

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.

What Is the Events Page?

Collection of all AI & ML related articles

Intelligence

Questions, comments, concerns? Contact us here.

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

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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.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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