How do I use the AI Agent?

Create roster shifts using natural language.

Plans:
Business
For:Admin / Manager

The AI Agent lets you create roster shifts by telling it what you need in plain English. It resolves staff, shops, and dates, checks availability and conflicts, then shows you a confirmation card before making any changes.

How to use

  1. Click the bot icon in your admin header.
  2. Switch to the Agent tab (amber/orange).
  3. Type something like "Add James to Monday 9 to 5 at The Barber Shop".
  4. The Agent resolves the staff member, date, and shop.
  5. It checks availability and conflicts.
  6. A confirmation card appears with all the details.
  7. Click Confirm to create the shift, or Cancel to discard.

What it can do

  • Create and delete roster shifts, add time entries, and fix missed clock-outs.
  • Add, edit, or deactivate staff; reset PINs; assign or unassign shops.
  • Approve or reject leave, record leave, and mark unavailability.
  • Set pay rates, add payroll adjustments, and resolve staff messages.
  • Handle natural-language dates and 12-hour times, and disambiguate names.
  • Warn about conflicts, unavailability, past dates, and unassigned shops.

What it won't do

  • Act without confirmation — every change is prepared first and applied only after you confirm.
  • Bulk actions in one go — it does one prepared action per confirmation.
  • Send roster emails or run payroll exports — do those from the dashboard.

Security

  • Every action requires explicit confirmation — nothing happens silently.
  • Confirmation tokens expire after 5 minutes.
  • All parameters are validated server-side.
  • Powered by Anthropic's Claude, running on Australian AI infrastructure.

See also: AI Agent overview