Bottle AI assistance

Ask a question.
Get on with
your day.

Use AI to check deliveries, look up customer details and update order instructions. Connected to your Bottle records, with the access you choose.

Connect with Claude or ChatGPT
through Bottle’s MCP connection

Bottle AI assistance

Try an exampleChoose a task to see the conversation ↓

You

How is Marek’s round going?

Checking today’s round in Bottleget_round
Assistant · using Bottle

Marek has completed 3 deliveries. One visit failed because the gates were locked, and 2 stops are still to come.

£273.60Cash recorded on this round

Contact The Anchor to arrange access. The driver’s note says the gates were locked and nobody answered.

Example conversation · not a live chat

Your assistant. Your business data. Your permissions.

Claude / ChatGPTBottle MCPYour business

Less searching. Less routine admin.

Put AI to work
on everyday questions.

Ask in your own words. Your connected assistant uses Bottle’s tools to find the records and pull together an answer.

Delivery operations

Get a briefing on the day.

Review rounds, delivery outcomes, driver notes and cash recorded at each stop. Ask which visits need your attention.

“Which deliveries couldn’t be completed?”Checks the round outcomes and recorded reasons.
Explore delivery planning →
Customer accounts

Find the details while you’re on the phone.

Look up payment terms, delivery addresses and notes without opening each record yourself.

“Where does The Kings Head take deliveries?”Looks up that customer’s saved addresses.
Agreed prices

Check what a customer pays.

Compare their agreed product rates with your list prices. The assistant can explain the difference, but cannot change the rate.

“What rate have we agreed for 19kg propane?”Retrieves the customer’s rate and list price.
Recurring deliveries

Review what’s due next.

Check standing orders, their next due dates and which deliveries have already been created. Get a summary to help prepare the next day’s work.

“What regular deliveries are due next?”Checks standing orders and the orders already generated.
Explore order management →

Make permitted changes

Update an order
in the conversation.

When you grant order-editing access, your assistant can change the delivery address, requested day, payment method or notes on a placed order.

Changes are saved to Bottle. Delivery addresses must belong to the order’s customer, and delivered or cancelled orders cannot be changed.

Creating orders, changing prices and marking deliveries complete stay with your team.

Example · updating delivery notes

“Add ‘Use the side gate’ to this order’s notes.”“I’ll add that instruction to the placed order. Shall I go ahead?”“Yes, please.”
Order notes updated

Use the side gate.

Saved in Bottle through set_order_delivery

You control the connection

Useful access.
Clear limits.

Your assistant works within your Bottle permissions. You choose the business and what the connection may access.

Choose what it can read.

Grant access to the records you need help with. Order-editing permission is separate, so you can keep the connection read-only.

Keep your team’s access rules.

Drivers can see their own rounds, not everybody else’s. If someone’s role changes, their connection’s access narrows with it.

Remove access at any time.

Reduce permissions or disconnect the assistant from Connections. Removing someone from the business stops their access too.

Your chosen AI provider processes the information you allow it to access. Check its terms and your business’s data policies before connecting. Review AI answers and proposed changes before relying on them.

Connect your assistant

Set up once.
Ask when you need help.

Open Connections in Bottle and follow the assistant’s setup guide. Sign in, choose your business and approve the permissions.

MCP is the connection that lets your assistant use Bottle’s tools. Available actions depend on your permissions and the features supported by your chosen AI service.

Read the connection guide ↗
bottle
ClaudeChatGPT

One business at a time.
Only the permissions you approve.

Explore the MCP tools ↗

Early access is open

Make AI part of your working day.

Free implementation hours to help set up Bottle and connect the tools your business uses.

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