AI & Analytics

Intelligent insights from your field data

Harness AI to analyze field data, automate photo inspections, and get instant answers about your operations. Chat with your data using natural language, run AI-powered image analysis on form submissions, and generate intelligent reports — all powered by leading LLM providers.

AI Chat Assistant

  • Natural language queries across all your data — tasks, submissions, clients, products, tickets, and more
  • Command palette (Cmd+K) for instant access from any screen
  • Charts and tables rendered inline in chat responses
  • Conversation history with ability to continue past sessions
  • Tool calling: AI can query, aggregate, and even create records on your behalf
  • Support for OpenAI, Anthropic, Google, and Azure LLM providers

AI Chat Assistant

AI Photo & Video Analysis

  • Automated analysis of photos and videos captured in form submissions
  • Configurable analysis templates with custom prompts per field
  • Multiple response types: text, boolean, rating scales, structured data
  • Automatic analysis on form submit or manual trigger
  • Platform-managed AI — no per-organization API key setup required

AI Photo & Video Analysis

MCP Integration

  • Model Context Protocol (MCP) server for external AI client integration
  • Connect via Claude Desktop, custom LLM clients, or any MCP-compatible tool
  • 12 query tools and 14 action tools for complete data access
  • Organization-scoped API keys with granular MCP read/write scopes
  • Rate limiting, audit logging, and encrypted API key storage

MCP Integration

Use Cases

How Teams Use AI & Analytics

Automated Quality Inspection

Field workers capture photos during inspections. AI automatically analyzes images for defects, compliance issues, and safety hazards — generating structured reports without manual review.

Operations Intelligence

Ask the AI assistant questions like 'Which clients have overdue visits this week?' or 'Show me submission trends for the past month' and get instant charts and insights.

Who uses this:
Operations ManagersQuality InspectorsAdministratorsData Analysts

Get Started with AI & Analytics

Start your free trial and set up this module in minutes.