Available
Anchor capability
Owner insights and daily brief
Instead of building a report, ask a question. Anchor computes the answer from your own records with fixed, tested tools, and a daily brief lists what deserves a look today.
Why it matters
The problem it solves
- The numbers exist, but finding them means digging through dashboards.
- Stale quotes and slow stock are noticed too late.
How it works in Anchor
Step by step
- Step 1: Ask AnchorFor example "What products are running low?" The answer is computed by fixed tools that read your business’s data and shows where it came from.
- Step 2: Read the daily briefQuotes waiting for a reply, products that may run out soon, weak margins, dead stock, inactive customers and yesterday’s sales against your recent average.
- Step 3: Open AnalyticsSales against the previous period, top sellers, quote conversion, repeat customers and products often bought together.
- Step 4: Watch AI useOwners and admins see AI calls, estimated cost and failures for the last 30 days.
Before you start
What you need, and who can use it
- What you need
- Some products, sales or customers. With no data, the brief has nothing to flag.
- Plans
- Every plan. Owner questions count towards the monthly AI limit. Compare plans
- Who can use it
- Owners and admins. Every owner question is recorded with who asked it.
Limits
What it does not do
- Stock-out dates are estimates from recent sales, and say which data window they used.
- Profit is an estimate of gross profit from product costs; expenses, fees and taxes are not included.
- AI cost figures are estimates from published provider prices, not an invoice.
- Anchor is not an accounting or forecasting system.
Learn and get help
Set it up with guides and answers
Help articles
- Owner insights 12 articles
Related
Works together with
- Quotes, orders and salesQuotes priced from your catalog become orders only when you accept them; in-person sales can be recorded too.Read more
- Suggestions and approvalsAnchor drafts restock suggestions, follow-ups and sales alerts; nothing is sent or acted on until an owner or admin approves it.Read more
- Catalog and inventoryOne product catalog with variants, attributes and stock that the assistant, the dashboard and your quotes all read from.Read more
Try it on your own catalog.
Anchor has a free plan with no time limit.
