Plan: Core or Complete for everything here except AI Optimizer (Complete). AI usage draws on your pooled AI requests and AI voice minutes.
9.1 AI Assistants
Where: AI Supervisor > AI Assistants · Roles: Admin
Your company's AI assistant answers guards by text and by phone: "when is my next shift?", "what are the post orders for Site A?", "I'm going to be late". Guards reach it from Text Our AI Assistant / Call Our AI Assistant on the app's Home screen or by texting/calling your company number directly.
- Two tabs: SMS & Chat and Voice Calls. Each has an AI Assistant Configuration card with Assistant Name, Assistant Status (Active / Disabled) and the System Prompt that sets its tone and rules (Reset to Defaults restores the standard prompt). Save Configuration applies the change.
- SMS & Chat also lists the Available Commands the assistant understands and the SMS Keywords (STOP, START, HELP) guards can text. The same assistant powers the app's AI Chat tab. Replies by text message are plain text (no bold, headings, links markup or emoji — an emoji would halve the SMS segment size and double the cost), kept short for SMS; the same answer in the app's AI Chat is formatted.
- Voice Calls shows the Phone Number the assistant answers on and an Auto-Sync switch that keeps the live voice agent in step with your configuration.
- Usage indicators show AI requests and AI voice minutes consumed this period.
9.2 AI Handoff
Where: AI Supervisor > AI Handoff
AI Handoff writes a shift-change briefing automatically — what happened on the last shift, open incidents, visitors expected, outstanding tasks — and delivers it to the incoming guard, a supervisor or a client on a schedule you set.
- Activity tab: every handoff generated, who received it, whether it was acknowledged, and a Download PDF of the briefing. Each row's menu also offers Resend, Regenerate and Revoke link, which stops the hosted link working for everyone it was sent to (confirm with Revoke link). Branch managers see and act on their own branch's handoffs.
- Policies tab: Add policy opens the five-step Create handoff policy wizard — Scope (Policy name; Company, Branch or Multi-site with the Sites to include), Schedule (Automatic handoffs on or off, Cadence End of each shift or Once daily, Delivery time, Timezone), Content (include Incidents, Attendance, Patrols and an Open-actions section), Recipients (Next scheduled employee, On-call contacts, Site emergency contacts, Company administrators, Branch managers, Customer contacts, or Add a person manually with a name, email and summary type, then Add person) and Preview. Continue moves between steps; Save policy on the Preview step saves it. Policies can be edited, paused or deleted. Only admins create or change policies, and every branch, site, employee and contact a policy names must belong to your company.
- Previews tab: generate a sample handoff for a site to check the content before turning a policy on.
- The How AI Handoff works dialog on this page summarises the flow.
Guards read and acknowledge handoffs in the app (More > AI Handoffs); clients open them from the link in their email.
9.3 Uniform Checks
Where: AI Supervisor > Uniform Checks · Roles: Admin
Guards photograph themselves at clock-in (when the site requires it) or when you send a uniform-check tool. The AI compares the photo with your uniform standard and flags problems.
- Review tab: each check with the photos, AI verdict and any flagged items; confirm or override the verdict.
- Uniform Standards tab: describe or upload the correct uniform per site or company-wide.
- Site Settings tab: pick a site and set Enable uniform checks, Require photo to clock in and the Uniform standard to compare against. Guards then photograph Front (required) and optionally Back, Left Side and Right Side at clock-in.
9.4 AI Voice Calls
Where: AI Supervisor > AI Voice Calls
The log of calls handled by the AI voice assistant, inbound and outbound, with transcript, summary, outcome and duration. Use it to audit what the assistant told a guard or to follow up on an escalation.
9.5 Ask AI
Where: Ask AI button in the header, or ⌘I / Ctrl+I
A chat drawer that answers questions about your own company data and can take you to the right page: "Who is on shift at Site A tonight?", "Which certifications expire this month?", "Show me open incidents at the mall". Conversation history is kept so you can continue a thread.
How it answers: it runs the lookup straight away with sensible defaults rather than asking you to narrow the question first — "this week" is Monday to Sunday of the current week, an unnamed site or branch means everything you can see, an unnamed status means all statuses — and states the assumption at the top of the answer so one message corrects it ("only Sayer", "last week instead"). "Today", "tomorrow", "this week" and "right now" follow your computer's time zone (the first site's time zone if the browser does not report one), so an evening question still looks at today's schedule; "who is on shift right now" also counts an overnight shift that started yesterday and has not ended. Under each answer, Follow-up questions are ready-made next requests; clicking one sends it as your message.
What it can look up: schedules and coverage gaps, guards and their certifications, incidents and incident statistics, hours and attendance, payroll periods and pay rates, pending call-outs and call-out trends, patrol completion, site details and post orders, documents, logbook activity, form submissions, tool and location-verification outcomes, campaign and message history, Guard Requests (open requests or the dispatch dashboard with SLA breaches), the Master Schedule for a site, AI Handoff reports and their delivery status, and — for admins — Uniform Checks results. Bill rates and invoices are answered only for admins and branch managers; compliance questions only when the Compliance feature is on the plan.
What it can do: the few actions a manager takes on the Call-Outs and Incidents pages. It can approve or deny a pending call-out, change an incident's status, resolve an incident (asking once whether to email the site contacts, off by default) and add a note to an incident's timeline. Name the incident by its title ("set Broken window to investigating") or by its number in the list the assistant just showed ("add a note to #1: called the client"); your instruction is the confirmation and the action runs at once — the assistant only asks when two incidents share the title. The incident actions are offered to admins and branch managers (the roles the Incidents page lets act); each action runs under your own account, so the same permissions apply as in the portal and the record shows you as the person who acted; a guard is notified of a call-out decision exactly as if you had used the page. Everything else is read-only — the assistant links you to the page where the change is made.