AI & Automation

AI briefings, search, drafting and smart suggestions.

13 guides

  1. 01 AI Briefing A plain-language executive summary of your operation: today's priorities, risks and what changed, generated automatically.
  2. 02 AI Search Ask questions about your operation in plain language and get direct answers, without building reports or filters.
  3. 03 AI-assisted messaging & replies Draft customer messages and survey replies in the right tone in seconds, then review and send.
  4. 04 Poolly, your AI assistant Poolly is the built-in AI assistant available across the Admin panel, the Pool Tech app and the Client Portal. Ask a question in plain language and Poolly answers using your real, live data.
  5. 05 Poolly for admins & managers In the Admin panel Poolly answers operational and financial questions across the whole company and links you straight to the right screen.
  6. 06 Poolly for technicians In the Pool Tech app Poolly answers questions about your own route and clients, scoped to you, so you get answers without digging through screens.
  7. 07 Poolly in the Client Portal In the Client Portal Poolly answers questions about your own account, pool and service, in your language.
  8. 08 Configuring Poolly Administrators control how Poolly behaves: which data tools each role can use, default language, model, persona and safety options.
  9. 09 Green pool detection AI reviews service photos and automatically flags green or algae-affected pools so the office can react quickly.
  10. 10 Chemical test strip reader Photograph a chemical test strip on the service form and AI reads the pad colors into chemistry values for you.
  11. 11 Voice input & transcription Speak instead of typing: dictate to Poolly and record voice notes on the service form, with automatic transcription.
  12. 12 Note translation & improvement Translate service notes between Portuguese and English, and clean up grammar and clarity without changing the meaning.
  13. 13 Vendor receipt OCR Photograph a supplier receipt and AI extracts the purchase details so you do not have to type them.