What the AI Can Do

Updated Apr 4, 2026 AI Assistant

The AI Assistant has access to a wide set of actions organized by category. You can click any action in the “What can I do?” panel to paste it into the chat, or just describe what you need in your own words.

Orders

Action Description
Recent orders Orders from the last 7 days
Orders by status Quick status breakdown
Ready for processing Orders waiting to be fulfilled
Shipped this week Orders shipped in the last 7 days

Samples

Action Description
Most used samples Samples that appear in most orders
Low stock samples Samples running low on inventory
Search samples Search by name, SKU, or category

Contacts

Action Description
Find a contact Search HubSpot / Salesforce
Top companies Companies with the most orders
Account history All orders for a company

Collateral

Action Description
Search collateral Find brochures, case studies
Add collateral to order Include materials with samples

Sample Kits

Action Description
Browse kits Pre-configured sample bundles
Add kit to cart Add all kit samples at once

Sample Requests

Action Description
New requests Pending requests from forms
View request details Full requester info and samples
Approve a request Convert request to order
Decline a request Decline with optional reason

Order Creation

Action Description
Start a new order AI helps you build the order
Validate an address Check deliverability via Shippo

Emails and Content

Action Description
Follow-up email Thank you, feedback, or check-in
Reorder prompt Ask if they need more samples

Reports and Analytics

Action Description
Dashboard summary Overview for the last 30 days
Revenue by sample Which samples drive revenue
Orders by rep Who created the most orders

Fulfillment

Action Description
Fulfillment summary Workload and overdue orders
Overdue orders Processing for more than 7 days
Bulk ship orders Mark multiple as shipped at once

Alerts and Monitoring

Action Description
Create an alert Get notified when conditions match
View my alerts See all active watches