Scheduling Assistant
Using the AI assistant to build and adjust your schedule through conversation.
What the assistant does
The scheduling assistant is an AI you can collaborate with to build and manage your schedule. It works on the plan the same way you do — it reads existing shifts, creates new ones, assigns people, and adjusts what is already there.
You interact with it through a chat interface. Describe what you need in plain language and it carries out the action.
The two places you can use it
Both work on the same schedule, but they suit different moments:
- The planner side panel — opens beside the week you are looking at. It knows the view and the dates on your screen, so "move Alice to Thursday" needs no further explanation, and the plan next to the chat updates as changes land.
- The Assistant page — a full-width chat covering every team in the organization. Nothing is on screen for it to read, so name the team you mean. It asks before it changes anything.
What you can ask it
The assistant can handle most scheduling tasks:
- Build a schedule — "Create morning shifts for all 5 days next week for the kitchen team"
- Fill gaps — "Who's available to cover Friday afternoon?"
- Reassign — "Move Alice's Wednesday shift to Carmen"
- Check coverage — "Are we understaffed on Saturday?"
- Respect preferences — "Assign shifts for next week based on submitted preferences"
- Review conflicts — "Show me anyone who's double-booked"
Making changes
On the Assistant page nothing is written until you say so. The assistant describes the change first — what, which team, which days — and then waits. Your go covers the batch it just described and nothing more — the next change needs its own. Deleting or unassigning more than a week at a time takes a second confirmation.
In the planner side panel it works more directly on the view in front of you, and you watch each change appear in the plan.
Neither is one-way. Deleted shifts stay recoverable for an hour — ask the assistant to undo and they come back. Auto-assign never commits on its own: it produces suggestions that you apply or discard.
Tips
- Be specific about dates, teams, and roles when asking for changes
- You can ask it to explain its reasoning — useful when an assignment looks unexpected
- Use it for the first draft of a schedule, then fine-tune manually in the planner
Limitations
The assistant works within the constraints of your team's data — contracts, roles, and availability. It acts only on the teams you manage, every shift it creates needs a competency, and copying a week adds to what is already there rather than replacing it. Changes land on today or later unless you name a past date yourself.