TeamTrackin AI
TeamTrackin AI, the AI assistant built into TeamTrackin, answers questions about your team, writes and summarises for you, and suggests the next step — using the data already in TeamTrackin and only what each person can see.
What TeamTrackin AI does
Look for the purple ✦ buttons. AI drafts and suggests; a person always reviews and applies. Everything AI writes is marked AI generated. Every plan
Ask AI assistant
Click ✦ Ask AI in the top bar (or type a question in the Ctrl/⌘ K palette and pick Ask AI). The assistant has four tabs, and admins get a fifth, Setup coach:
| Tab | What it does |
|---|---|
| Ask TeamTrackin | Answers questions such as “Who is off next week?” or “Hours on Acme last month by person?” from your company's data. It also answers how-to questions with click-by-click steps from TeamTrackin's own guide, for example “How do I restrict a Space?”, “Where do I set up email to ticket?” or “What is a view board for?”. It can also create tickets for you from a sentence, and keeps your chats under Recent chats (see below). Each question uses AI credits. |
| Ask the docs | Answers from your company documents and SOPs, with links to the pages it used. |
| My stand-up | Writes today's stand-up or your weekly report from your own tracked time and tickets. |
| Meeting → tickets | Turns pasted meeting notes into tickets with owners, due dates and priority; you choose which to create. |
| Setup coach (admins only) | Suggests the next most valuable setup steps for your company. |
Create tickets by asking
On Ask TeamTrackin, say what you need, for example “create a ticket for Sam to fix the login page on the Team board”. Standard and up
Nothing is created until you click Create, and only boards you can add tickets to and people who can work on them are used. A first name, last name, full name or e-mail works. Creating the ticket uses no AI credits; asking does. Up to 5 cards per question.
Recent chats
Your Ask TeamTrackin chats are saved so you can come back to them. Your current chat's name shows at the top, with Recent chats and New chat.
- Click Recent chats to see your chats, newest first, and click one to reopen it. Long chats keep working.
- Click ⋯ next to a chat to Rename or Delete it; New chat starts a fresh conversation.
- Only you can see your chats; admins can't. Chats are deleted 30 days after their last message, and each company you belong to keeps its own.
- A reopened answer shows when it was given; click Ask again for today's figures. New questions always use today's data and permissions.
- Admins choose whether chats are kept with Save Ask chats in Company settings → TeamTrackin AI. Turning it off asks first, then deletes everyone's saved chats.
AI in tickets
Open any ticket: under the description you'll find Summarise, Draft test cases, Suggest estimate and Triage. Standard and up
- Draft test cases: click Add on the ones you want — they appear in the Test cases tab.
- Suggest estimate: based on similar finished tickets and the time actually tracked on them. Apply sets the estimate.
- Triage: type, priority and the best assignee with a reason. Apply changes the ticket.
- Creating a ticket? Check for duplicates under the title shows similar existing tickets.
AI writing in Documents
While editing a page, open ✦ AI in the toolbar. It works on the selected text, or the whole page when nothing is selected.
- Improve writing, fix spelling & grammar, make shorter or longer, friendlier or more formal.
- Summarise, turn notes into an SOP, continue writing, or translate into any language.
- Insert the result below, replace the selection (or page), or copy it.
- Tidy up with AI (at the top of any text page you can edit) formats the whole page in place: headings, lists, tables, panels and spacing. It shows about how many credits it uses first, highlights any wording change for you to accept or reject, and takes follow-up instructions in plain words. See Documents → Tidy up with AI.
Team summary & app categories
In Insights, people who can see everyone's time can generate an AI team summary: highlights, burnout risks (long days, weekend work), unusual drops or spikes and kind suggested actions.
In Categorise apps & websites, Suggest with AI proposes a category for everything that needs one; nothing changes until you click Apply all.
Rotas, receipts & more
- Shifts → Schedule → Suggest rota: AI proposes who should work the week's open shifts, only from people with no blocking conflict. Assign one or all.
- Benefit claims → Fill from receipt: reads the merchant, date and amount from a photo or PDF. Check, then submit.
- Salary slip editor → Change design → Match my salary slip: recreates the layout of a slip you upload as your company's own template. This one uses more credits than most actions, and you see the cost afterwards.
- Invoice editor → Design → Use my own invoice template: recreates the layout of an invoice you upload as your company's own template. This one uses more credits than most actions, and you see the cost afterwards.
- Releases → Client update e-mail: a ready-to-send status e-mail about the release.
- Ask AI → Setup coach tab (admins only): the next most valuable setup steps for your company.
AI credits
Each AI action uses credits — most use 1–2. Your plan includes credits every month, and they reset on the 1st.
| Plan | AI credits a month |
|---|---|
| Basic | 50 |
| Standard | 300 |
| Premium | 1,000 |
| Enterprise | 3,000 |
| Shift | 100 |
Need more? An admin with Payments access can buy a credit pack in Company settings → TeamTrackin AI (500, 2,000, 10,000 credits). Bought credits never expire and are used after the monthly credits.
Privacy & permissions
- AI only reads what the person asking can already see — the same permissions as the rest of TeamTrackin.
- Your data is not used to train AI models, and TeamTrackin doesn't store prompts or answers — only the credits used — except your own Ask TeamTrackin chats when your company keeps them (only you can see those, and they're deleted after 30 days).
- Admins can switch AI off for the whole company in Company settings, and Groups & permissions decide who can use it (Use AI) and who manages it (Manage AI settings).
Always check AI results before you rely on them — AI can make mistakes.
Use TeamTrackin from other AI tools
Already use an AI chat app or an AI code editor? Connect it to TeamTrackin with your company's connector link (Company Info → Developers → AI tools) so it can find, create and update your tickets, boards, sprints, time and more, only within the permissions you give it. Code editors use an API key (Standard and up); chat apps use Sign in with TeamTrackin (Premium and Enterprise). See AI tools in the Company guide.
Put AI to work
TeamTrackin AI is included on every plan with monthly AI credits. Click ✦ Ask AI in the top bar to start.