iVendNext AI Copilot - Appendix

iVendNext AI Copilot - Appendix

Limits, defaults & glossary

Default limits at a glance

Setting

Default

Notes

Requests per minute, per user

10

Configurable by administrator

Requests per day, per user

200

Configurable by administrator

Actions per question

15

Multi-step questions may use several

Everyday list size

20 (max 100)

Report tables show 50 to 100

Field whitelist list size

100

Per record type

Live snapshot refresh

5 minutes

Per user and company

Scheduled-task check cycle

15 minutes

Tasks run shortly after their set time

Inventory velocity window

30 days

Used for days-of-cover

Fast / medium / slow stock

<30 / 30–89 / ≥90 days

Movement classification


Glossary

This glossary explains essential terms and concepts related to iVendNext AI Copilot, helping users understand automation logic, and contextual assistance features referenced throughout the guide. 


Term

Meaning

Conversation

A saved chat thread. Categorised, searchable, and pinnable.

Capability / tool

A specific business action Copilot can perform, such as "create quotation" or "revenue summary."

Live snapshot

The fresh company context Copilot reads before answering, so replies are specific to you.

Scheduled task

A prompt Copilot runs automatically on a schedule and delivers to you.

Saved report

A named prompt you can re-run on demand.

Audit log

The immutable record of every action Copilot takes.

Field whitelisting

Per-record-type rules for which fields Copilot may read and write.

Management role

A role such as System Manager, Accounts Manager, Sales Manager, or Stock Manager that unlocks analytics.

Submitted transaction

A finalised document. Analytics count these only.




iVendNext iVendNext Copilot · User Guide & Consultant Playbook · Version 1.0 © CitiXsys. For use by iVendNext consultants, partners, and customers. This guide describes standard Copilot behaviour; your environment may be configured differently by your administrator.



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