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Inventory

Generating Descriptions

Fill an item's description automatically — with AI from the item's data, or from a saved template.

Generating Descriptions

Next to the description field on any inventory detail page is an AI button (✨). Click it and JewelTrak writes a description from the item’s own data (attributes, set stones, certificates, primary photo).

Nothing is replaced until you say so. The suggestion appears in a small panel first, with Use it and Discard. If the field already has text, the button reads Replace, so you always know what you’re about to lose — try a different tone as often as you like without risking what’s there.

If your shop has the legacy Description Templates feature turned on, the button becomes a Generate ▾ dropdown with two choices — AI (the above) and Template (fills from a saved description template; see below).

Either way the text just drops into the field — review it, edit if needed, and Save.

New in JewelTrak. No equivalent existed in the legacy app.

AI

  1. Open an item detail page (jewelry, watch, diamond, colored stone, or pearl).
  2. Click Generate ▾ and choose AI.
  3. The button shows Generating… for a few seconds, then the description fills in.

The generator reads everything JewelTrak already knows about the item — material, weight, dimensions, color, clarity, vendor, set stones, GIA cert numbers, the primary photo — and writes a description from those facts. It doesn’t invent details. AI works on a brand-new item too (before you’ve saved), using whatever you’ve typed in the form so far.

From template

If your shop migrated from the legacy app’s SQL-driven description logic, a platform admin can turn on Description Templates under Settings → Features. Then Generate ▾ → Template fills the description from your configured description view (set up under Admin → Tag Views → Descriptions). The Template choice only shows once the item is saved. See Tag Views Admin.

AI stays the default for everyone; templates are an opt-in for clients who want the legacy deterministic output.

Tone

Tone is what the description is for. There are four you can pick from:

  • Factual spec — just the facts: metal, stones, weights, measurements. No sales language.
  • Retail description — customer-facing prose for the counter and the tag.
  • Website copy — written for a product page.
  • Short line — one compact line, for lists and line items.

You don’t have to choose one. Every screen opens with your shop’s default already selected, so the AI button still works in a single click. If you want something different for one item, click the small beside the AI button, pick a tone, and press Generate — that choice applies to that one description and nothing else. Open the picker again and it’s back to your default.

Setting your defaults

Under Settings → Organization → Default description tone you set one tone per screen — Inventory items, House designs, and Website copy. Set it once and nobody has to think about it again.

House designs default to Factual spec, because a design’s value is usually its specification. Change it to Retail description if your designs are customer-facing.

Appraisals aren’t in the list, on purpose. An appraisal is a valuation document, so its wording isn’t a styling choice — JewelTrak always uses a clinical, factual appraisal description there, and it will not invent condition it wasn’t given.

House voice

Voice is different from tone. Tone is what a description is for (a spec, a website blurb) and can change item to item. Voice is how your shop sounds, and it’s the same everywhere — so you set it once, in Settings, and it never appears at generation time.

You can give the customer-facing descriptions (House Designs + website) your shop’s own personality. Under Settings → Organization → AI Description Voice, pick a voice — Professional (default), Elegant & Luxury, Warm & Friendly, Modern & Minimal, or Estate & Heritage — and optionally add a line or two of house notes (e.g. “we specialize in vintage,” “never use the word ‘cheap’”).

That voice then flows into every customer-facing description automatically. The factual ones (the inventory item AI button, appraisals, line items) stay neutral on purpose — you don’t want personality in a trade spec or an insurance appraisal. The AI honors your notes where relevant but never invents facts about a piece to satisfy them.

Rate limit

The AI is a paid third-party service (Anthropic’s Claude). To keep costs predictable and protect against a compromised account running a tight loop, every user has a per-window rate limit on this button. If you hit it, you’ll see a rate-limit error — wait a few minutes and try again.

When to use it (and when not to)

Good fit: Items you’ll list online or send to wholesale customers, where a quick honest description matters and you don’t want to write 100 of them by hand.

Less good fit: Hero items where you want a hand-crafted story or sales-driven copy. (For a consistent brand personality across all your customer-facing copy, set a house voice — see above — rather than rewriting each one.)

You can always run the generator, then edit the result. The output is a starting point, not a final draft.

What if the description is wrong?

The AI works only from data already in JewelTrak. If a description is off, the most common cause is missing or wrong source data — for example, the item doesn’t have a primary photo, the set-stones list is incomplete, or a metal/material field was left blank. Fix the source data and rerun.