runmate

Help

Ask

Ask questions about your business in plain words. Runmate reads your connected systems and answers with the numbers and where they came from.

How it works

  • Type a question, or pick one of the suggested questions.
  • Runmate checks your role's guardrails, reads the data it needs, and answers in one to three sentences, with a table underneath.
  • Sources under each answer show which system and records the numbers came from.

Asking Runmate to do something

Where your admin has turned it on, you can ask Runmate to do things, for example: "Create a draft product: LED strip 4 ft in Warm and Cool at $42". Runmate prepares it from what you said (prices and SKUs come from you, never from the AI) and sends it to Approvals. Nothing changes in the other app until someone approves it.

Charts

When a picture helps, the answer includes a chart above the data: a line for revenue over weeks, bars for comparing categories, channels or customers. Lists you act on, like items running low, stay as tables. In weekly charts the first and last weeks are usually partial, so the summary compares the last two full weeks.

Masked and hidden details

Some details may show as •••• or be left out. That's your company's guardrails: your role isn't allowed to see them. The note under the answer names the rule. Ask your Client admin if you need access.

When Ask can't help

  • Nothing is connected yet: your Client admin connects your systems during setup.
  • An action needs approval (for example, exporting customer contacts): Runmate sends the request to an approver instead of doing it.

Save an answer as a run

Builders can save any answer as a run to repeat it on a schedule. See Runs.