Stock and warehouse (on by default): stock levels, warehouses, orders waiting, counts and inbound deliveries, and also purchase orders and suppliers, transfers between warehouses, containers, kit components, serial number traces, value-added services, the warehouse team's tasks and the productivity report. Also the pick lists with their orders and items, the orders packed at the pack station, the end-of-day carrier handover (parcels expected and scanned), outbound orders, and lots with their expiry dates. Needs the QrX Warehouse (WMS) module. The assistant can also tell which products will run out soon at their sales pace of the last 90 days, and how many to reorder.

3PL billing (off by default, you opt in, for fulfilment partners): the charges you bill your clients, the invoices and credit notes you issued, and your rate cards with their prices. Read only. Needs the permission to view warehouse billing in your QrX role, and is only available to the fulfilment partner's own team, never to its clients.

Orders (on by default): order and payment status of your orders, for example whether an order is paid, when, whether it was refunded, and the shipment status. Also the payments that are still unpaid (for example "How many payments are unpaid?") and the parcels that need attention: a failed delivery attempt, a carrier exception, a return to sender, a late parcel or a label that failed. Needs the permission to view transactions in your QrX role. The assistant can also search your transactions, for example by order number, customer, amount, date, status or country, read one order in full (lines, payment, label, carrier, masked consumer email), list the work tags on orders, list the parcels with a carrier exception and, with the shipping analytics feature, the consumer's visits to the Track & Trace page.

Returns (on by default): your returns, their details and timeline. Needs the permission to manage returns in your QrX role.

Products (on by default): search your products and read their details.

Insights (on by default): your sales dashboard for a period (created, unpaid, paid, refunded and cancelled payments, revenue, number of orders, average order value, top countries and the change against the previous period), your payments at the door (how many parcels were paid at the door and how fast), your QrX invoices (open, overdue and paid, with the amount still due), the QrX plans with their fees and limits, the plan of each of your channels and your current usage per limit, and a short summary of what needs your attention today. The dashboard and door payments need the permission to view the dashboard, the invoices need the permission to view billing.

Message Centre overview (off by default, you opt in): unread counts and the list of conversations, without message text. For example "How many open tickets do we have?".

Message text (off by default, you opt in, needs Message Centre overview): short message previews, the full text of Message Centre conversations you can open, the text of files attached to those conversations (text, CSV, Word, Excel and PDF with a text layer), and the text of return conversations.

CRM (on by default): your CRM people and companies with their contact details, deals and pipelines, tasks (including Spaces, task comments, Channel chat and Posts, never from private Spaces or Channels), calls and call notes, quotes, meetings, lead forms, sequences, lead scores, consent facts, the emails filed on a person with their attachments (text, Word, Excel and PDF are read) and the CRM dashboard, as far as your QrX role sees them. For example "Which deals close this month?", "What do we know about Acme?" or "Summarise the emails with Anna". Also your automation rules (name, trigger, on or off), your saved reports and the table of a report, the status of your CRM imports, and the text of files posted in Channels (never from private or confidential Channels).

Park or unpark orders, or give orders priority (normal, high or urgent). You can undo this by changing it back.

Correct stock with a reason. You can undo this with an opposite correction.

Move stock from one bin to another bin in the same warehouse. You can undo this with a move in the opposite direction. It needs the permission Adjust stock.

Put stock in quarantine and release it again.

Link an unmapped product on an order to an existing stock item. This cannot be undone.

Start a count from one of your count plans. You can cancel the count in QrX.

Give a backorder priority. This cannot be undone.

Create an inbound (purchase) order: the goods you expect from a supplier, with the expected quantity per product, a reference and an expected date. Creating it puts no stock in QrX: the units go into stock when your warehouse receives them in PortalX or the warehouse app. The assistant can also add products to an open inbound order or change the expected quantity, and cancel an inbound order while nothing has been received yet. A cancelled inbound order cannot be reopened. Needs the permission to receive stock in your QrX role.

Create a CRM person or company, or update one (names, job title, company, lifecycle stage, owner, language, country, tags, a new primary email or phone).

Add a note to a person, company or deal.

Create a task (for you, or for a colleague if your role manages tasks), mark a task as done or reopen it.

Create and change tasks in the Lists of your Spaces and comment on them (private Spaces are never touched).

Post in a Channel, create a team or company-wide Channel, write a Post and comment on a Post. Your colleagues see these and may get a notification, so you confirm the text first. Private Channels are never touched.

Create a deal and move it to another stage, including won or lost.

Create a draft quote for a person, company or deal, change a draft quote, and send it. QrX calculates the totals. Sending does not email anyone: the quote gets its number, can no longer be changed, and the assistant shows you the customer link one time so you can share it. A sent quote cannot go back to draft.

Plan a meeting in your calendar, change or move it, or cancel it. No invitation is sent unless you ask for it.

Start a follow-up sequence for one person, or stop it. A sequence with email steps then emails that person automatically, so check their consent first.

Link one of your orders to a deal.

Start a CloudTalk call to a person (your own phone rings first). A call cannot be taken back.

Message Centre replies (needs Message text): reply in a conversation with plain text (the preview shows the whole reply), assign a conversation to you or a colleague or unassign it, mark it resolved or reopen it, and snooze it for yourself. Setting a conversation to "waiting" and attaching files stay in PortalX. Each action needs the matching Message Centre permission in your QrX role.

Return handling (needs Returns): assign a return to you, move it to the next status (approve, reject, label issued, in transit, received, inspected or cancel), send a message to the consumer or add an internal note, approve a return and create its return label with your configured return route, and approve or decline a proposal a fulfilment partner made. Rejecting a return refunds a paid consumer return fee, exactly as the Reject button does. A created label costs money; void an unused label in PortalX.

Order tags (needs Orders): add or remove the internal work tags on an order. The consumer never sees tags.

Product changes (needs Products): take a product offline (it leaves the shop at once; publish it again in PortalX) and set a product's available quantity or mark it unlimited. Products whose stock the warehouse module owns are refused: use the stock tools.

Create, ship or cancel customer orders.

Buy or void shipping labels for orders (a return label is the one exception, under Return handling).

Handle payments or payment links, pay invoices, or refund orders. It can only read payment and invoice status.

Mark an order as delivered.

Delete anything.

Change settings, users, roles, API keys, webhooks or shop connections.

The assistant has the same permissions as you have in QrX. If your role cannot see something in PortalX, the assistant cannot see it either. If an admin removes a permission from your role, the assistant loses it too.

Fulfilment partners only see the data their partner access allows.

In the Message Centre, the assistant sees exactly what you see, never more, and a reply goes out under your name to the same participants as from PortalX.

QrX admin-only data, such as internal costs, is never shared with the assistant.

Consumer email addresses are masked (for example hay***@h***.com). Consumer phone numbers, bank details, API keys and passwords are never shared.

What the assistant reads is sent to the company that runs your AI assistant. Only tick what you want to share.

People and companies in your CRM are your own records, so their email addresses, phone numbers, call notes and filed emails are shown in full. Consumer email addresses on orders stay masked; call recordings are never shared.

One answer contains at most 50 rows. The assistant can ask for the next page to see more.

Each connection can make up to 120 requests per minute and 5,000 requests per day.

Each connection can confirm up to 30 changes per minute.

When a limit is reached, the assistant gets a message to wait. Try again after a minute (or the next day for the daily limit).

Can I change what the assistant may do later? Disconnect it in Settings > Advanced > Connected apps and connect again with other options.

The assistant says a tool is not available. The option was not ticked when you connected, the module is not active on your account, or your role does not have the permission.

The assistant changed something I did not want. The assistant cannot change anything without your confirmation. Check the Activity Log for the entry with "(AI: ...)". Undo it in PortalX where possible, and disconnect the app if you do not trust it.