AI Assistant
Add-on, available on any tier
The AI Assistant, the sparkle button in the sidebar, answers questions from your live records: rates, overdue training, open actions, who is on site, recent incidents and observations. It can also draft a change for you, a new corrective action, an update to one or a safety observation, and we save nothing until you press Confirm on the card it shows you.
1.Ask a question
- Press the sparkle button in the sidebar to open the assistant.
- Type a question, such as whose training is overdue or which corrective actions are past due, or press one of the suggestions.
- It answers from your records, using only the modules your company has turned on. If your language is set to Spanish, it answers in Spanish.
2.Have it draft a change
- Ask for the change in your own words, for example: raise a high-priority corrective action for the missing guardrail at Dock 2, assign it to Miguel and make it due Friday.
- The assistant looks up the people and records it needs and shows a card with exactly what will be saved: the title, priority, due date, who it is assigned to and the record it comes from.
- It can draft three kinds of change: a new corrective action, an update to one (status, priority, due date, owner or close-out notes) and a new safety observation, recorded as observed by you.
- It cannot delete anything or change any other kind of record. For those it tells you which screen to use.
3.Confirm or cancel
- Read the card. Press Confirm to save it, or Cancel to drop it. Until you press Confirm it says Not saved yet.
- Confirm saves the change under your own account, the same as doing it on the corrective actions or observations page, and emails the new owner of an action when one is assigned.
- Press Open It on the card to go to the saved record.
- Only you can confirm a card the assistant drafted for you, each card saves once, and a card expires after 30 minutes. Ask again if it has.
4.See what was confirmed (admin)
- Open Activity Log under Admin Settings and filter by Assistant.
- Each confirmed change is listed with who confirmed it, when, and what was saved, such as the title of the new corrective action.
Common questions
- Can the assistant change a record on its own?
- No. It has no way to write. It can only prepare a card, and the change is saved when the person who asked presses Confirm. Text inside a record, including a report someone submitted from a site QR code, cannot make it save anything.
- Why did it say a person or record was not found?
- It only uses people and records it has looked up in your data, and never guesses an id. Check the spelling of the name, or open the record and ask again with its title.
- Is a confirmed change any different from one made on the page?
- No. It is the same record, with the same fields, and it shows in the same lists and reports. The Activity Log notes that it was confirmed from the assistant.