Asking Teddy AI questions

You don’t need to build a report to get an answer. Open Ask Teddy AI in the header and type a question the way you’d say it out loud.

Teddy AI is available to owners and admins when Teddy AI is included on your plan or add-on. See using Teddy AI for access and plans.

Example questions

• “How many revenue events did we have last month?”
• “What was average revenue per event this quarter?”
• “Which services or products showed up most on events?”
• “How did expenses by category compare to last month?”
• “How many new clients did we add this year?”
• “How much unbilled hours WIP do I have this week?”

Teddy AI interprets the question, runs it against your synced business data, and answers in plain English. While it works, you’ll see Analyzing your data…

Tips for better answers

• Include a time frame (“last month”, “this quarter”, “year to date”) when it matters.
• Mention a category, service, or client segment to narrow things down.
• Ask follow-ups — Teddy AI keeps the context of the current conversation (recent turns).
• Prefer questions about revenue, expenses, clients, hours, and catalog/usage. Live inventory stock levels aren’t available to Teddy AI today.

Conversations

Each chat is saved as a conversation. Use Conversations in the Teddy AI panel to reopen, rename, or delete threads. Titles are named from your first question. The panel remembers whether it was open as you move between pages in the app.

Data freshness and privacy

Answers reflect your workspace data as of the last sync (about hourly). Client and employee identities are de-identified for analysis and only shown back to users who already have permission to see them. See keeping your account secure.