AI Assistant in TimeFlow

Before you start

Available to any logged-in staff member with a team member profile — no separate permission is required.

Finding this in the UI

• Header → AI Assistant icon opens a floating, draggable chat panel.
• The left sidebar and footer do not have direct links, though the sidebar's User Guide entry (/dashboard/documentation) covers similar how-to content in article form rather than chat.

Using the assistant

The panel has two kinds of questions it can answer:

• How-to / documentation questions — e.g. "How do I create a job card?" — answered from TimeFlow's own knowledge base.
• Live business data questions — e.g. "How much did we sell today?" or "What needs restocking?" — answered from your own company and branch's real data. You never need to specify which company or branch; it's scoped to your login automatically.

Type your question in the composer at the bottom and send it — the reply streams in token-by-token, with a "Thinking…" indicator while it works.

• The left panel lists your past conversations — click one to reopen it, or New Chat to start fresh.
• Delete a conversation from the list when you no longer need it.
• Drag the panel's header to reposition it; use Minimize to collapse it out of the way without losing your conversation, or Close to dismiss it.

Tips

• Because it's Beta, double-check any figures it gives you against the relevant report (Insights, Financial Statements) before relying on them for decisions.
• Starting a New Chat doesn't delete your other conversations — they stay in the list for you to return to.