⚙️ Update Allocation Strategies in your AI Client

What's new

Your AI Client can now make changes to your allocation strategies, not just answer questions about them. Tell it what you want to update and it will do the work for you — including kicking off a re-run and letting you know when it's done.

What you can do

Surface exceptions and act on recommendations
– Ask your AI Client to find strategies that look off (failed runs, stale overrides, mismatched safety stock, low sell-through) and propose specific updates. Review the recommendations, then tell it to go execute them — no swivel-chairing between analysis and action.
Update safety stock or presentation profile in mass
– Ask your AI Client to bump safety stock days or change the presentation profile across a whole set of strategies in one go, instead of editing them one by one.
Set or remove allocation strategy overrides
– Apply per-location overrides across many strategies at once, or clear them out when they're no longer needed.
Re-run allocation strategies
– Once your changes are in, ask your AI Client to re-run the affected strategies so the new recommendations reflect your updates.
Track status of a run
– Check in on a queued allocation run anytime and your AI Client will tell you whether it's still working, finished, or hit a problem.
Preview before you commit
– Ask "what would change if I do X?" and see the diff before anything is actually written.

Why it helps

Move from "find the problem" to "fix the problem" in one conversation, instead of jumping between dashboards, spreadsheets, and the planning UI.
Skip the click-by-click work of tuning strategies row by row.
React faster to supply changes, seasonal pivots, or new store openings by adjusting many strategies in one conversation.
Stay in control — preview changes first and watch run status, all without leaving the chat.