Work with Skipper day to day

Skipper is the assistant inside Keelvy. It reads your workspace as you, so it sees only what your role lets you see. Every change it wants to make waits for your yes. This is how Lumen & Fern’s owner uses it in a normal week.

1. Ask something you can check

Open Overview → Skipper, or click Open Skipper on any screen. Start with questions whose answers you can compare with a screen: Which materials are running low?, Where does order 1042 stand?, Which products are missing a description? Questions that only read data answer straight away. Click Attach files to add a spreadsheet, a PDF or a photo; it also lands in the Inbox under the chat.

Steps in detail: Ask Skipper a question in the app, What Skipper can do.

2. Hand it the drafting

Real jobs it does well: draft a description for a product and translate it, fill the empty attributes of a selection, put products in a collection, draft a purchase order for what is below minimum from the main supplier, preview an invoice before it is issued, draft a credit note, and record what a supplier quotes. To describe how you make a product, click Set up production and answer its questions one step at a time.

Steps in detail: Set up production by describing how you make a product.

3. Review what waits

Skipper never changes data while it talks. A change appears as a proposal beside the chat, with the old value under was and the new one next to it. Click Approve to apply it as you, with your permissions, or Reject. To adjust it, reply in the chat (“use the wholesale list”) and it revises the same proposal. Approve all applies a whole turn’s proposals, each on its own. If an approval policy covers the change, the card reads Sent for review and a reviewer decides. An undecided proposal expires after a week.

Steps in detail: Approve or reject Skipper’s changes, Keep Skipper from changing prices without approval.

4. Take it with you

Connect your own account once: click the bell, switch to Notification settings, and under Mine find Messengers. Click Connect next to Telegram, or Sign in with Slack after an administrator adds the app. Then message the bot like a colleague. A change arrives with Apply, Change and Reject buttons. A photo or file goes to the Inbox. /stock oak plank, /order 1042 and /today answer at once without using credits, and /approvals lists what waits for you.

Steps in detail: Use the assistant in Telegram or Slack, File documents from the Inbox, Get a daily or weekly digest.

5. Hand over standing work with Scenarios

Open Overview → Skipper and switch to Scenarios. Click New scenario, name it, and choose When it runs: On a schedule, or When a file lands in the Inbox. Then choose What it does: Plan work for low stock drafts purchase orders and planned runs, Send a sales digest summarizes the latest sales import, Import a sales report reads a file into a sales feed, and Ask the assistant follows your instruction in the rule’s own chat. A scenario runs as its owner, under their permissions, and leaves drafts. Use Test on a file before you rely on a file rule, and read Run history after.

Steps in detail: Automate routine work with scenarios.

6. Keep an eye on credits

AI work is paid in credits: Skipper’s answers, product text, photo work, product videos and reading files. Reading your data in the screens and the Telegram quick looks cost none. Open Settings → Billing and find AI credits to see what is left and when the monthly allowance renews. The allowance is spent first, then bought packs. If none are left, the message box says sending is paused, and nothing you type is sent or charged. Nothing is charged for an action that fails.

Steps in detail: What AI credits pay for, Check your credit balance and buy more.

7. Connect your own Claude or ChatGPT

If you already work in Claude or ChatGPT, copy the Endpoint from Settings → MCP access and add it as a custom connector, or click Issue token for an assistant that takes a header. A connected assistant works under your permissions and, by default, proposes while you approve. Administrators see every token there, can narrow it and click Revoke.

Steps in detail: Connect your own Claude or ChatGPT, Limit and revoke a connected assistant.

What you have at the end

A chat in Skipper where a question you asked matches the screen it came from.
A proposal you approved, applied to its record under your name.
Your Telegram or Slack account listed under Messengers.
A scenario on the Scenarios tab with a first entry in its Run history.
Your balance under Settings → Billing → AI credits.