The AI Agent lets you create roster shifts by telling it what you need in plain English. It resolves staff, locations, and dates, checks availability and conflicts, then shows you a confirmation card before making any changes.
How to use
- Click the bot icon in your admin header.
- Switch to the Agent tab (amber/orange).
- Type something like "Add James to Monday 9 to 5 at The Barber Shop".
- The Agent resolves the staff member, date, and location.
- It checks availability and conflicts.
- A confirmation card appears with all the details.
- 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 locations.
- 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 locations.
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.
See also: AI Agent overview