iVendNext AI Copilot - Troubleshooting

iVendNext AI Copilot - Troubleshooting

If something does not look right

Most issues resolve in a step or two. Work down this list before escalating.


What you see

What to do

The Copilot button is missing

Confirm Copilot is enabled for your environment and that you are signed in. Refresh the page. If it is still missing, your administrator may not have enabled it for your role yet.

"You do not have permission" on a question

The action needs access your role does not have. Analytics need a management role. Ask your administrator to confirm your role, or run the everyday version of the lookup instead.

A report comes back empty

Check the date range and company. Analytics count submitted transactions only, so a period with no posted invoices returns nothing. Widen the range or confirm the data exists.

"Rate limit reached" or "daily limit reached"

You have sent many requests in a short time. Wait for the window to reset (a minute, or the next day) or ask your administrator to raise the limit.

Copilot picked the wrong customer or item

Use the exact code or full name. When several matches are close, Copilot lists them; pick the right one and continue.

A change did not save

Confirm you completed the confirmation step. Until you approve, Copilot only holds a draft. Re-ask and approve when prompted.

A scheduled task did not arrive

List your tasks to check the status and next-run time. Confirm the task is active, not paused, and that the email address on your account is correct. Tasks run on a short cycle, so allow a few minutes after the set time.

A figure looks wrong

Ask Copilot to show the breakdown, for example by territory or item group. Cross-check against the matching iVendNext report. Differences usually trace to date range, company, or whether transactions are submitted.

The answer stopped midway

Ask Copilot to continue or rephrase the request more simply. Very large questions may hit the per-question action limit; breaking them into two questions usually resolves it.

A file or image was not read

Confirm the file type is supported (spreadsheet, document, PDF, text, or common image formats) and re-upload. Very large files may be trimmed; ask about a specific section instead.



Idea

Still stuck?

Note the exact question you asked and what came back, then contact your iVendNext administrator or support contact. The audit trail lets them trace precisely what happened.


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