Knoxy · How it works
How Knoxy turns channel data into the next best action
Knoxy works in three steps: it reads data from across IMAST 360, spots what matters for each person — forecasts, anomalies, performance gaps and opportunities — and then suggests or does the follow-up work, from a suggested order to an alert, a reminder or a configuration change.
- Reads data from all six IMAST 360 products
- Ranks what matters for each person
- Suggests, alerts, schedules and configures
Explained
What is an AI chief of staff?
In a company, a chief of staff makes sure the leader spends time on what matters. They watch what is happening across teams, flag problems early, prepare decisions and follow up so nothing slips. An AI chief of staff does the same job for a sales and channel organisation, using the data the business already captures.
That is different from a dashboard or a chatbot. A dashboard shows numbers when someone remembers to look. A chatbot answers when someone asks. An AI chief of staff works the other way round: it looks at the data continuously, decides what each person needs to know, and prepares or does the follow-up work.
Knoxy is IMAST's AI Chief of Staff. Because it is part of IMAST 360, it can see orders and stock in Distribution+, field activity in Sales Track, scans, claims and rewards in LoyaltyBoard and Reward Max, leads in LeadSprint and service tickets in TrueView — the full picture of a channel, not one slice of it.
From that picture Knoxy forecasts orders and inventory, suggests orders and schemes, catches fraud and anomalies, alerts managers to field performance gaps, recommends rewards by persona, schedules tasks and sends reminders, and can configure the platform itself.
How it works
Three steps, every day
Knoxy works continuously, not only when someone asks.
- 1Read
Reads your channel
Orders, stock, field visits, scans, claims, rewards, leads and service tickets from across IMAST 360.
- 2Spot
Spots what matters
Forecasts, fraud and anomalies, field performance gaps and partners going quiet.
- 3Act
Suggests and does the work
Suggested orders and schemes, alerts to managers, reminders, scheduled tasks and platform configuration.
Signals to actions
What Knoxy sees, and what it does
Examples of how a signal becomes an action.
| Knoxy sees | Knoxy does | Who it helps |
|---|---|---|
| Distributor stock running low | Forecasts demand and prepares a suggested order | Distribution heads, reps |
| Reps below visit or order targets | Alerts the manager to the performance gap | Sales leaders |
| Duplicate scans or unusual claims | Flags the anomaly for review | Loyalty and finance teams |
| Partners going quiet in a region | Suggests a scheme and reminds members | Channel and loyalty heads |
| Member redemption history | Recommends rewards by persona | Program managers |
| A new scheme or workflow needed | Configures it in the platform | Admins |
In practice
What changes for your team when Knoxy is running
For a sales leader, the week starts with a short list instead of a long report: which reps are behind on visits or orders, which territories need attention, and what Knoxy suggests doing about it. Alerts reach the right manager directly.
For distribution and supply teams, Knoxy turns order and inventory forecasts into suggested orders, so distributors are prompted before they run short. For loyalty and channel teams, it flags fraud and anomalies in scans and claims, drafts schemes for regions that are slowing down, and reminds members before their points expire.
For admins, Knoxy can configure IMAST 360 — schemes, rules and workflows — and schedule tasks. And for anyone with a question, the copilot answers with analytics, reports and insights from across the platform.
- Fewer reports to read, more actions to take
- Problems flagged early, to the person who can fix them
- Suggested orders and schemes ready to review
- One copilot across all six products
Copilot
Ask Knoxy anything about your channel
Every team gets a copilot alongside the proactive work.
Copilot
Ask for the next best action, a summary or a setup change.
Analytics and insights
Reports and insights from loyalty, distribution, field and service data.
Tasks and reminders
Visits and tasks scheduled; reminders sent to the right people.
FAQs
How Knoxy works: FAQs
What data does Knoxy use?
Knoxy uses the data in your IMAST 360 products — such as orders and stock from Distribution+, field activity from Sales Track, scans, claims and rewards from LoyaltyBoard and Reward Max, leads from LeadSprint and service tickets from TrueView.
Does Knoxy only answer questions?
No. Knoxy works proactively: it forecasts, flags anomalies, alerts managers, suggests orders and schemes, schedules tasks and sends reminders. The copilot answers questions on top of that.
What is agentic AI?
Agentic AI is AI that can pursue a goal by deciding on and carrying out steps — not just generating an answer. Knoxy is IMAST's agentic AI.
Can Knoxy change platform settings?
Yes. Platform configuration is one of Knoxy's capabilities.
Which products does Knoxy cover?
LoyaltyBoard, Reward Max, Distribution+, Sales Track, LeadSprint and TrueView.
Is Knoxy a chatbot?
Knoxy includes a copilot you can ask questions, but its main job is proactive: it forecasts, flags anomalies, alerts managers, suggests orders and schemes, schedules tasks and sends reminders without waiting to be asked.
Do we need all six products to use Knoxy?
Knoxy works on the data in the IMAST 360 products you use. The more products are connected, the more of your channel Knoxy can see.
See Knoxy on your own data
We'll show you a Knoxy briefing for a channel like yours.