AI Workspace
The home of Stockivio's AI tools: a dashboard that shows which AI providers are set up and links to the AI Agents and the other AI Workspace screens.
Why and when you use it
Stockivio has several AI tools: Copilot, Agents, Automation Center, Recommendations, Prompt Library, Knowledge Base, Studio, Document AI, Logs and System Health. The AI Workspace is the front door to all of them. Owners and admins open it to see whether AI is set up and to jump to the right tool. If AI is not configured, nothing else in the workspace will answer, so this is the first place to look.
Before you start
- AI available on your account: included in your plan, or your own key saved under Settings → Advanced
- An admin or owner login, since some AI settings are only shown to admins
Step by step
- Open AI WorkspaceIn the left sidebar, open AI Workspace. The page heading reads "AI Workspace — Dashboard".
- Read the provider tableThe table shows Provider ID, Label and Configured. A provider marked as configured is ready to use; if none is configured, AI tools will not answer yet.
- Fix a missing providerIf your plan does not include AI, save your own Groq or Gemini key under Settings, in the Advanced section, then come back and check the table again.
- Go to the AI AgentsPress View AI Agents to see the assistants that carry out set tasks for you.
- Find the other AI toolsThe other AI Workspace screens (Copilot, Automation Center, Recommendations, Prompt Library, Knowledge Base, Studio, Document AI, Logs, System Health) are listed with it in the sidebar. Open the one you need.
- Leave the Release Engineer to the platform teamThe Open AI Release Engineer button leads to a tool meant for the platform administrator. Ordinary business users do not need it.
Worked example
The office manager at Sharma Traders wants to try AI Recommendations, but nothing appears. She opens the AI Workspace on 12 Nov 2026 to check the setup.
- Open AI Workspace from the sidebar.
- Look at the provider table: the Groq row shows it is not configured.
- Ask the owner, who opens Settings, goes to Advanced, pastes the business's own free Groq key and presses Save All Settings.
- Return to AI Workspace and refresh: the Groq row now shows as configured.
- Open AI Recommendations from the sidebar; suggestions now load.
Result: The AI tools work for the whole business. No sales, stock or GST data changed; only the AI setup was completed.
💡 Tips
- Check this dashboard first whenever any AI screen stays blank.
- Only the owner or a trusted admin should handle AI keys. Treat a key like a password.
- Use AI System Health to see whether a configured provider is actually responding.
⚠️ Common mistakes
- Pasting an AI key into a chat box or prompt instead of Settings. Fix: delete that message if you can, create a new key at the provider, and save it only under Settings → Advanced.
- Pressing Open AI Release Engineer and changing things you do not understand. Fix: leave that tool to the platform administrator.
सवाल
Do I need the AI Workspace to use the AI Assistant?
No. The AI Assistant has its own screen. The workspace is where the other AI tools live and where you check the provider setup.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Sidebar, open AI Workspace; heading AI Workspace — Dashboard.
- Scene 2: Point to Provider ID, Label and Configured columns.
- Scene 3: Show an unconfigured row and where to fix it (Settings → Advanced).
- Scene 4: Back on the dashboard, the row now configured.
- Scene 5: Press View AI Agents.
- Scene 6: Show the list of other AI Workspace tools in the sidebar.