đ°ď¸ Est. Time: 10 minutes
đŻ Goal: Know what the Streamtime Agent can do, how to ask it things, and how it makes changes to your data
đ Requirements: AI turned on for your account, and AI Access switched on for you
The Streamtime Agent is an assistant that works with your Streamtime data. Ask it a question in plain language and it looks across your jobs, To Dos, quotes, invoices and team to answer, with links straight to what it found. It can also make changes for you, and turn a client brief into a job plan for you to review.
âšď¸ The Streamtime Agent is currently in invitation only alpha testing, and is still being actively developed. If you canât see it, your account isnât enabled yet. Reach out to help@streamtime.net to ask about joining.
đŞ Opening the Streamtime Agent
Click the đŞ AI Agent icon in the navigation bar. The agent opens in a panel beside the page youâre on, so you can keep working while you talk to it. To close it, click the icon again, or the Close Agent arrow at the top of the panel.
If you canât see the AI Agent icon, check both of these:
AI is turned on for your account. Someone with the Account Settings permission turns it on from Account Settings > AI Usage.
You have AI Access. On the same page, each team member has an AI Access switch. Itâs off for new team members until someone turns it on.
đŹ Asking your first question
When the panel opens, youâll see a message box, your recent conversations and a few suggestions to get started.
Type your question in the message box and press Enter. Ask it the way youâd ask a colleague, for example:
âWhatâs on my plate this week?â
âWhich jobs are over budget?â
âHow many hours did the design team log on Sparrow Coffee last month?â
The agent knows which page youâre on. Open it from a job and you can ask about âthis jobâ without naming it.
Suggestions
The suggested prompts change with the page youâre on. On a job, they cover that jobâs finances, whether itâs on track, whoâs working on it and whatâs left to invoice. Everywhere else, they cover your general account.
Click a suggestion to send it. Each one is written as a detailed question, so itâs also a handy example of how to get a thorough answer.
đ What you can ask
The agent can look up anything you can see in Streamtime. Here are some ideas to start with:
Area | Try asking |
Jobs | âIs the Sparrow Coffee website on track?â ¡ âWhich In Play jobs have nobody assigned to an item?â |
Your week | âWhatâs on my plate this week?â ¡ âWhatâs overdue from last week?â |
Your team | âWhoâs available next week?â ¡ âWhoâs scheduled beyond their hours?â |
Money | âWhatâs left to invoice on this job?â ¡ âHowâs invoicing this month compared with last month?â |
Reporting | âHow many hours did we log to each client last quarter?â ¡ âWhat was our average margin on completed jobs this year?â |
How Streamtime works | âHow do I set up a rate card?â |
Reading the answer
The answer comes first. The agent answers the question you asked, then adds a short breakdown for context, like invoices by status or time by person.
Everything is linked. Jobs, companies, contacts, invoices and people in the answer link straight to them in Streamtime. Searches and reports end with a link to the full list, so you can see every record behind the numbers.
You can see what itâs doing. While it works, a row under your message shows the tools itâs using, like searching records or running a report. Click the arrow to see them all.
The agent only sees what you can see. It works with your own Streamtime permissions, so a team member without access to job financials wonât get financial answers.
âď¸ Making changes
The agent can make changes as well as answer questions. For example, it can:
Update jobs, items, phases and milestones, or move dates
Add or update expenses, quotes, invoices and purchase orders
Update To Dos, Priorities boards, contacts and companies
Duplicate a job
Just ask the same way youâd ask a question: âMove the website launch milestone to 28 Novemberâ, or âDuplicate the Sparrow Coffee retainer job for Decemberâ.
Approving a change
The agent never changes your data without asking first. Before anything is saved, it shows you what it wants to do and waits for you.
Read what the agent plans to do. The card shows how many changes it wants to make and names each kind of change.
Click Approve to go ahead, or Decline to stop it.
When the agent wants to make several changes at once, like updating a dozen items, youâll see Approve all and Decline all instead. If you decline, nothing is changed, and the agent wonât try again unless you ask. Tell it what youâd like instead.
The agent can only make changes your own permissions allow. If you canât edit a job in Streamtime, the agent canât either.
đ Creating a job from a brief
Have a brief, SOW or spreadsheet from a client? The agent can read it and plan the job for you.
Click Create a job from a brief under the suggestions, or attach the brief and ask the agent to set up a job from it.
The agent reads the document and shows you a proposed job: the client, job name, dates, phases, items, expenses and milestones.
Read the proposal and ask for any changes, like âSplit design into two phasesâ or âPush the launch out a weekâ. The agent updates the proposal each time.
When itâs right, click Create Job, then Approve to create it.
If the proposal has expenses, approve those next. Theyâre added once the job exists.
Click Open Job to see it in Streamtime.
Nothing is created until you click Create Job and approve it, so you can go back and forth as many times as you like. Click Discard if you donât want the job after all.
A few things the agent does to keep the plan honest:
It only uses real roles and real people. It staffs items with roles and team members that exist in your Streamtime. If a brief asks for a role nobody in your team has, the item is left unstaffed.
It checks whoâs free. Where the brief doesnât say who does the work, the agent checks availability over the itemâs dates and suggests someone with room. This needs Schedule access. Without it, the agent suggests roles instead.
It follows the brief. If the brief names a person or a date, the agent uses it, even if that person is busy. It flags the clash.
It flags what it couldnât place. Anything it couldnât fit, like a date given as âTBCâ or a supplier not in Streamtime, is listed at the bottom of the proposal for you to sort out.
Once the job is created, the agent tells you if any expenses couldnât be added, so you can add them yourself.
đ Attaching files
Click the + button in the message box, or drag files onto it. You can attach:
PDFs, Word and Excel documents, CSVs, text and Markdown files
Images (PNG, JPEG, GIF and WebP)
A message can carry up to 5 files, each up to 10 MB, and 15 MB in total. Streamtime doesn't store the files you upload, the agent simply uses the attachment to read.
𧾠Conversations
Each conversation is saved as a thread, so you can come back to it later.
Your recent threads show under the message box when you open the agent. Click one to carry on, or click Show More to see older ones.
Start fresh. Click New at the top of a thread to start a new conversation.
Rename a thread. Click its title at the top of the panel and type a new one.
Keep typing. You donât need to wait for the agent to finish. Send another message and itâs queued until the agent is ready.
⨠Start a new thread when you move on to a new topic. The agent rereads the whole conversation each time you reply, so long threads use more AI credits per message.
đ¤ Getting the best answers
Be specific. âJobs for Sparrow Coffee that finished last quarterâ gets a better answer than âSparrow jobsâ.
Say what you want back. Ask for a short list, a table, a ranking or a single number.
Ask a follow-up. The agent remembers the conversation, so âNow just the ones over budgetâ works.
Check the links. Open the records behind an answer before acting on it, especially for big decisions.
âšď¸ The agent reports the facts about your people, like hours logged, what theyâre scheduled on or whoâs available. It wonât recommend hiring, letting someone go or other employment decisions. Those are yours to make.