The blue assistant button at the top of every page (or press ⌘K on Mac, Ctrl+K on Windows) is more than a help bot. It can also do things for you — create roles, send messages, summarize the week, draft a schedule, set up a PTO category.
Things you can ask
Type in plain English. Some examples that actually work:
- "Build this week's schedule for the Main Street location, two cashiers per shift Mon–Fri."
- "How much labor cost did we run last week?"
- "Send Sarah a message asking if she can swap her Saturday shift with Marcus."
- "Create a custom role called Shift Lead with permission to publish schedules but not edit billing."
- "What's our compliance rate this month?"
- "Show me everyone who hasn't onboarded yet."
- "Add a PTO category for jury duty with 24 hours per year, unpaid."
How it works
- 1
- You type your question.
- 2
- The assistant decides whether it needs to read data, perform an action, or both.
- 3
- For read-only questions ("what's…"), it answers from your live workspace data.
- 4
- For actions, it shows you what it's about to do and asks you to confirm before executing — so it never quietly does something you didn't intend.
- 5
- Once you confirm, it does the thing and confirms back with a link to verify.
💡 It only sees your workspace
The assistant only has access to your organization's data — never another customer's. It can't read your email, your bank account, or anything outside ShyftForce. Everything it does shows up in the audit log under your name.
When to use it vs the regular UI
- Use the assistant when you'd describe what you want faster than you'd click your way there — bulk operations, anything with conditions ("any shift longer than 8 hours next week"), one-offs you do rarely.
- Use the regular UI when you're doing visual work (drag a shift, look at the map), reviewing a list, or you don't trust automation for that decision (approving a delicate time-off request).
What if it gets something wrong?
Every action goes through the same audit log as if you'd done it by hand. Undo is built in for most actions (delete a shift, unpublish, restore a member). For anything bigger, message support with a screenshot — the team can help untangle it from the audit log.