AI Assistant
The in-dashboard chat for asking questions and running guided actions on your team data.
The Shocking Energy dashboard includes an AI assistant. Ask it questions about jobs, flows, engineers, projects, invoices, or anything else in your team data — it answers, surfaces charts and tables inline, and can apply guided fixes when something is broken.
The assistant is included on the Business Pro plan and above.
Where to find it
Open the chat panel from the dashboard header. Conversations stay scoped to your team and persist across sessions — past conversations appear in the dropdown at the top of the chat.
What you can ask
The assistant has access to everything you can see in the dashboard, subject to your role.
Operations and reporting:
- "What jobs are scheduled today?"
- "Which engineer has the most jobs this week?"
- "Show me job completion rates this month."
Flow troubleshooting:
- "What flows failed today?"
- "Diagnose flow
abc-123" - "Show the content of flow
abc-123"
Team and engineers:
- "List my engineers."
- "Tell me about Alex."
Free-form analysis:
- "Summarise yesterday's job activity."
- "What's the most common reason flows are failing?"
You're not limited to a fixed phrasing — ask in your own words. The assistant chooses the right tools to answer.
Charts and tables appear in chat
When you ask for stats or lists, the answer comes with an interactive widget — bar charts, pie charts, KPI cards, sortable tables, diagnostic cards — directly in the chat thread. The text alongside is commentary on what the data shows, not a re-list of every row.
Guided fixes
When you ask the assistant to fix something — for example a failing flow — it doesn't just "do it." Destructive actions go through a two-step confirmation:
Diagnose — the assistant explains what's wrong (e.g. "Supplier ABC has no RGMA rooting configured") and shows the recommended action.
Plan — click the action button (e.g. "Plan regenerate"). The assistant returns a card showing exactly what will happen.
Confirm — click "Confirm fix" on that card. The action is applied and you get a confirmation card with a link to the new flow.
If anything changes between Plan and Confirm — for example a teammate fixes the flow first — the action is refused and you'll be asked to plan again against the current state. The two-step flow protects your data from accidental or unintended changes.
Permissions
The assistant respects your role:
| Role | What it can do |
|---|---|
| Owner | Read everything; ask the assistant to apply fixes (regenerate / resend / cancel jobs) |
| Member | Read everything; create jobs and notes; cannot apply flow fixes |
| Engineer | Read your own jobs, team info, and search; cannot mutate data |
If you ask for an action your role doesn't allow, the assistant will explain that and suggest who can do it instead.
Privacy
- Conversations are private to your team.
- Tool results (the data shown in widgets) are saved alongside the conversation so widgets re-render when you re-open it.
- Conversations are processed by an AI provider to generate responses. The data sent includes your messages and the tool results returned from your team data.
- You can opt out of AI features in your account preferences (Settings > Account > AI Opt-Out).