Skip to main content
Alan is your AI assistant built into CharleOS. Ask Alan about your schedule, tasks, clients, and more - in natural language. Alan can answer questions, provide scheduling recommendations, and help you navigate CharleOS.

​
What Alan can do

​
Answer questions about your work

Alan has access to CharleOS data and can answer questions like:
  • “What’s on my schedule today?”
  • “Show me overdue tasks”
  • “Which clients need attention?”
  • “Who’s on leave this week?”
  • “What’s the team’s utilization?”

​
Help with scheduling decisions

When you need to assign work, Alan provides intelligent recommendations:
  • Suggests team members based on availability, workload, and skills
  • Considers who’s on leave and current commitments
  • Explains why each person is a good fit
  • Provides action buttons to quickly assign work

​
Access documentation

Alan can answer “how-to” questions by searching the CharleOS documentation:
  • “How do I create a quote?”
  • “What is a retainer plan?”
  • “How does the priority system work?”

​
Where to find Alan

Sidebar

Click the sparkles button (bottom-right) or the “Ask Alan” button in the header to open the chat sidebar

Command Menu

Press ⌘K and type a question - Alan will appear as an option

Assistant Page

Visit /assistant for a full-page chat interface with saved conversation history

Slack

Use /alan in Slack or send Alan a direct message

​
How Alan works

Alan is powered by AI and has access to:
  • Your CharleOS data (tasks, clients, schedules, time entries)
  • Team information (availability, workload, skills)
  • Documentation and business logic
  • Your permissions (Alan only shows data you have access to)
Alan respects your permissions - you’ll only see data you have access to in CharleOS.

​
Quick start

​
Ask a question

Open Alan and type a natural language question: 
What's on my schedule tomorrow?

​
Get scheduling help

When scheduling work, click “Ask Alan” in the scheduling dialog to get recommendations:
  1. Contextual recommendations - Alan analyzes the specific task/ticket/block
  2. Availability analysis - See who has capacity and when
  3. Action buttons - Click to assign work directly from Alan’s suggestions

​
Browse conversations

All your conversations with Alan are saved:
  • Access past chats from the chat history sidebar
  • Continue previous conversations
  • Review recommendations and decisions

​
Alan in Slack

Alan is also available in Slack for quick questions on the go:

​
Slash command

/alan What's the team working on today?
Responses are ephemeral (only you can see them).

​
Direct messages

Send Alan a DM for multi-turn conversations. Type “clear” to start a new conversation.

​
Channel mentions

Mention @Alan in a channel to ask questions. Alan will reply in a thread.
When mentioning Alan in channels, sensitive data (financial info, day rates) is filtered. You’ll get a DM instead if your query involves sensitive information.

​
Next steps

What You Can Ask

Explore example queries and use cases

Scheduling with Alan

Learn how Alan helps with scheduling decisions

​
Tips for working with Alan

Be specific

“Show me P1 tickets for Fargro” is better than “Show me tickets”

Ask follow-ups

Alan remembers context - you can ask follow-up questions in the same conversation

Use action buttons

When Alan suggests assignments, click the action buttons to apply them instantly

Check the sidebar

Keep the Alan sidebar open while you work for quick questions