The basics
The AI assistant in Planbase helps teams analyze operational data and take action, all using plain language. Whether it’s adjusting staffing, responding to provider messages, or updating schedules, the assistant surfaces insights and coordinates changes across your account to streamline decision-making at scale.
📣 This tool is available only to users with Admin account permissions. Providers and standard end users do not have access
ℹ️ The assistant is currently in beta. If something doesn’t look right, use the feedback option so we can improve it.
Opening the AI assistant
To open the assistant, log into Planbase and click the three-star icon in the left sidebar.
The assistant opens as a chat interface showing your conversation history.
To start a new conversation:
Click the plus (+) icon.
Select Planbase to talk to the AI assistant, or select a provider to message them directly.
Asking the assistant questions
You can ask the assistant questions about your account data. For example:
“Analyze my demand forecasts for next month.”
“How many people took PTO last week?”
“How many hours did John work last month?”
The assistant reads data already in your account and responds with summaries, trends, or counts.
Making changes and automating work
You can also ask the assistant to make updates or perform actions. For example:
Adjust forecasts for a service line or customer.
Add breaks to shifts longer than a certain length.
Move a scheduled shift to PTO or call-out.
Bulk update licenses or custom fields.
Onboard multiple providers by pasting details.
These actions apply directly to your account after you approve the change.
Using the assistant across the product
The assistant stays available as you move between pages. You can ask follow-up questions or take action without restarting the conversation.
For example:
Review a schedule.
Ask why coverage looks low.
Ask the assistant to adjust staffing or shifts based on what you’re viewing.
Providing feedback
The assistant is currently in an early release phase.
If a response is incorrect or incomplete:
Click the thumbs-down icon on the response.
Select the issue type.
Add context describing what went wrong.
This feedback is used to improve the assistant.
Data privacy and security
Customer data is not shared with or used to train AI models.
Data is isolated per customer account.
Chat history is stored within your company account and may be visible to other users with Admin permissions.
Do not enter sensitive information
Do not paste passwords, API keys, PHI, or security credentials into the assistant.