Chatbot is in beta
It's available to a small group of workspaces while we test it, and it will change as we learn from your feedback. It's recommended to double check chatbot outputs.
Setup
Chatbot shows in the header when:
Chatbot has been turned on for your workspace by Uptick
you're in the System Administrator security group
During the beta, access can't be given to other security groups, and it isn't a permission you can change on the permissions screen. We'll open it up to more people once it's ready.
Get the most out of Chatbot
Open Chatbot from its icon in the header, at the top right of any page.
Right now it's best at these jobs:
01 - Custom Reporting
Ask for a report, summary or chart, and Chatbot builds it from your live data as a document. A card will appear with a thumbnail and a name for the report – clicking it opens it in a new browser tab, where you can read, print or save it. You don't need to export a list and build the report in a spreadsheet or other tools.
Try: "Make me a report of technician utilisation and productivity"
02 - Insights in seconds
Ask about your workspace in plain words and get the answer straight away, without setting up filters or a report. It's best for rankings, totals and comparisons.
Try:
"Which tasks were completed this month with the lowest profit margin?"
"Who are my best performing sales people for service quotes this month?"
03 - Help in context
Chatbot knows which page you're on (you can see this reference below the message input), so you can ask about "this task" or "this property" without saying which one. It can also explain how a feature works while you're using it.
Try:
On a task, ask: "What's left to invoice on this task?"
Or anywhere, ask: "How do I set up business hours for labour?"
04 - Follow-up questions
Sometimes you want to dig deeper on data or insights Chatbot has responded with. You can continue the thread by asking it to refine what it has returned, or even ask it to edit the custom report it has generated for you.
When you ask for a change to a report Chatbot built, it rewrites that report rather than creating a second one. The report's card moves under Chatbot's latest reply, and the link you already have opens the revised report. Only the latest version is kept, so to undo a change, ask Chatbot to change it back. A report can only be changed from the chat it was built in.
Try, after asking about this month's lowest-margin tasks:
"Now just the North branch."
"How does that compare with last month?"
"Turn that into a one-page report."
What Chatbot can and can't do
Chatbot can | Chatbot can't |
Explain how features in Uptick work | Change anything: it can't create, edit or delete records |
Look up and total your workspace's data | Show you data you can't already see in Uptick |
Build reports and charts from that data | Answer from the field app |
Use the page you're on to understand "this task" or "this property" | Tell you about your contracts or pricing agreements |
Chatbot only answers with figures it has looked up. If your workspace doesn't hold what you asked for, it says so and points you to the page in Uptick that shows it.
Like any AI tool, Chatbot can misread a question. If an answer looks wrong, rephrase the question with more detail, such as a date range or a branch, or check the figure on the matching page in Uptick.
Your data and privacy
Chatbot works inside your Uptick workspace and follows the same access rules as the rest of Uptick.
(click headings to open below sections)
What can Chatbot see?
What can Chatbot see?
Only what you can already see in Uptick. Its answers are limited to the records your security group gives you access to, so two people asking the same question can get different answers.
Can Chatbot change my data?
Can Chatbot change my data?
No. Chatbot only reads your data. It can't create, edit or delete anything.
Who can see my chats and reports?
Who can see my chats and reports?
Only you. Chats, and the reports built in them, belong to the person who started them. Other users can't open them, even with a link, and that includes other System Administrators.
Which AI provider processes my questions?
Which AI provider processes my questions?
Chatbot uses Claude Opus 5.5, an AI model made by Anthropic. It runs on Amazon Web Services (AWS).
How long are chats and reports kept?
How long are chats and reports kept?
Chats, and the reports built in them, are kept with no expiry date currently. You can't delete or archive a chat yet.