What's new
The new Tooli is here, and with it
Skills
β€” planning Agents that live on the Toolio platform. Tooli used to take you from data to insight; Skills takes you the rest of the way, from insight to action. Each Skill is an Agent that runs a multi-step workflow end to end against the live state of your plan and hands back a decision-ready artifact β€” or, for allocation, the recommended moves themselves, ready to execute on your say-so. Three Skills ship today.
The new Tooli workspace
A redesigned Tooli
The old Tooli was a sidebar β€” handy for a quick question, gone by the next one. The new Tooli is a persistent AI workspace that stays with you through the workday.
  • Full conversation history
    β€” searchable, shareable threads you can pick up a day later and keep going.
  • Works across your whole plan
    β€” MFP, Assortment, Item Plan, and Allocation from one place.
  • Shared context
    β€” a whole team can work the same thread, so there's less re-explaining and faster alignment.
What a Skill is
Type a slash command and the Agent takes it from there: it plans its own steps, pulls live data across your plan, applies your team's rules, and returns a structured artifact β€” a deck, a readout, a risk list, or a CSV a planner can act on. Not a saved prompt or a macro; a workflow with judgment baked in. Anyone in your org can write one, save it once, and share it across the team.
The three Skills available today
All three are tenant-agnostic β€” they discover your calendar, hierarchy, channels, and metrics at runtime, so they work on your plan with no configuration.
  • /monday-morning-review
    β€” Your Monday business read: four metrics (Net Sales, Margin %, Allowances %, Net WOS) for the last completed week vs. Plan and LY, with a 4-week trend and an auto-drill into the drivers. Exec-ready in three minutes.
  • /allocation-review
    β€” Your allocator's weekly review, and the one Agent that doesn't stop at the read. It flags what's stocked out, at risk, or over-allocated, then recommends the concrete moves to fix it β€” strategies to deactivate, overstock to clear, units to reallocate β€” and executes them on your say-so.
  • /quarterly-business-review
    β€” The QBR as an Agent: a quarter-vs-Plan-vs-LY scorecard, driver attribution, inventory position, a mix/price/volume bridge, and a 13-week forward outlook, all from live Merchandise Plan data.
The three starter Agents
Why it helps
  • Consistent output by construction
    β€” the same Agent runs the workflow every time, so last week's readout and this week's are comparable no matter who ran them.
  • Playbooks stop living in one person's head
    β€” the methodology your best planner carries becomes shared, permanent capability.
  • Coverage doesn't depend on who's online
    β€” a senior planner's two-hour ritual finishes in seconds.
How to get started
Open the new Tooli and type
/
to browse the Skills library. Fork a starter Agent or build one from scratch, tailor it to how your team works, and run it.
Availability
The new Tooli and Skills are in
public beta
, included for every tenant on the new Tooli at no additional cost while we refine the product. At general availability they'll move to a freemium model β€” included with every Toolio seat up to a generous usage threshold, with usage-based pricing beyond that. We'll give clear advance notice before any pricing changes. Reach out to your account team to turn them on.
You can read more about the new Tooli here.