Chat keeps conversations with workers, leaders and directors in one place. Problems that need follow-up become cases, so nothing is lost in a message thread.
Chat
- Workers tap Chat in the app to ask a question; leaders and directors message the office or each other directly.
- On a paid plan, the AI assistant answers workers first from their own records and your playbook, and hands the conversation to a person when it should.
- Conversations the assistant hands over appear in Chat for the office to answer. When a person replies, the assistant goes quiet in that conversation.
Cases
A case is a problem with an owner and a status. Cases open when a worker reports something that needs action — a medical incident, a safety hazard, an equipment problem, a low bus card or a transport need — or when staff turn an urgent message into one. Each case goes to the right team.
- Open cases show in the dashboard’s Action center.
- Open the case, act on it and add notes as you go.
- Close it when it is solved — the history stays on the worker’s record.
A simple daily routine
Each morning, answer the conversations the assistant handed over and close the cases that are solved. It takes minutes when done daily.
With the self-hosted licence, the same chat also works over WhatsApp on your own business number. Hosted plans use the in-app chat and email.