Schedule & availability
Ask Alan about schedules, capacity, and who’s working on what.Your schedule
- “What’s on my schedule today?”
- “What am I working on this week?”
- “Do I have any help desk tickets scheduled?”
- “Show my schedule for next Monday”
Team schedules
- “What’s Luke working on today?”
- “Show me the design team’s schedule this week”
- “What’s the development team working on?”
- “Who’s available for dev work tomorrow?”
Availability & capacity
- “Who has capacity today?”
- “How many hours does Sarah have available this week?”
- “What’s the team’s availability next week?”
- “Who’s free for a 4-hour task?”
Leave & holidays
- “Who’s on leave this week?”
- “Is James off tomorrow?”
- “Who’s on holiday in August?”
Tasks & projects
Query tasks, check progress, and find work that needs attention.Task queries
- “Show me my tasks”
- “What tasks are overdue?”
- “Show tasks due this week”
- “What tasks is Emma working on?”
- “Show me all P1 tasks”
Task details
- “Get details for task #123”
- “What’s the status of the Fargro homepage redesign?”
- “Show me tasks for [Client Name]“
Project information
- “What projects are in progress?”
- “Show me project details for [Project Name]”
- “What’s the budget status for [Project]?”
Help desk
Find tickets, check status, and identify urgent support needs.Ticket queries
- “Show me open help desk tickets”
- “What P1 tickets are there?”
- “Show me help desk tickets for Fargro”
- “What tickets are assigned to me?”
- “Show unassigned tickets”
Ticket details
- “Get details for ticket #42”
- “What’s the status of ticket #67?”
- “Show me priority 1 tickets opened today”
Ticket summaries
- “Summarize open help desk tickets”
- “What are the urgent tickets this week?”
Clients & quotes
Query client information, retainer status, and quotes.Client information
- “What’s the retainer status for Fargro?”
- “Show me clients that need attention”
- “How many hours has [Client] used this month?”
- “What’s [Client]‘s retainer plan?”
Client schedules
- “What work is scheduled for Fargro?”
- “Show me upcoming work for [Client]”
- “What’s on the schedule for [Client] this week?”
Quotes
- “Show me quotes awaiting approval”
- “What quotes are assigned to me?”
- “Show me recent quotes for [Client]”
- “Get details for quote #89”
Time tracking & reporting
Check logged time, utilization, and team metrics.Your time
- “How much time have I logged today?”
- “Show my time entries this week”
- “What’s my utilization this month?”
Team time
- “What’s the team’s utilization?”
- “How many hours has the design team logged this week?”
- “Show me time entries for [Client]“
Capacity planning
- “What’s the team’s capacity this week?”
- “How many billable hours do we have available?”
Team members
Find team members and get information about people.User search
- “Who is the PM for [Client]?”
- “Find Sarah’s contact info”
- “Who works in the design department?”
- “Show me all developers”
User information
- “What’s Luke’s job title?”
- “Who is the CSM for Fargro?”
- “What’s my work type?”
Documentation & how-to
Ask Alan how CharleOS works and get help with features.General how-to
- “How do I create a quote?”
- “What is a retainer plan?”
- “How does scheduling work?”
- “What are blocks?”
Business logic
- “How is day rate calculated?”
- “What’s the difference between tasks and projects?”
- “How does the priority system work?”
- “What are task phases?”
Features
- “How do I log time?”
- “How do I request annual leave?”
- “How do I schedule a help desk ticket?”
- “How do I create a subtask?”
Assignment recommendations
Get AI-powered suggestions for who should do what work.For assignment questions, use the “Ask Alan” button in scheduling dialogs for the best experience with contextual recommendations.
Assignment queries
- “Who should I assign this to?”
- “Who’s best for this dev task?”
- “Who can take this urgent ticket?”
- “Who should work on this design?”
- Availability - Who has capacity
- Workload - Current commitments and interruption difficulty
- Skills - Work type match (dev/design/QA)
- Context - Leave status, past work on client/project
Tips for asking good questions
Be specific
Include client names, time periods, or specific IDs when relevant
Use natural language
Ask questions as you would to a colleague - Alan understands context
Ask follow-ups
Alan remembers your conversation - you can refine your query with follow-up questions
Try variations
If Alan doesn’t understand, rephrase your question or add more detail
What Alan can’t do (yet)
Alan is read-only and focused on information retrieval. Alan cannot:- Create tasks, quotes, or clients
- Modify schedules or assignments directly (though action buttons make this easy)
- Send emails or notifications
- Change system settings
- Access admin configuration features
Examples by role
Delivery Team
- “What’s on my schedule today?”
- “How much time have I logged this week?”
- “Am I assigned to any help desk tickets?”
- “What’s my day rate for this month?”
Project Managers
- “Who’s available for a 6-hour dev task?”
- “What’s the team working on tomorrow?”
- “Show me overdue tasks”
- “Who should I assign ticket #45 to?”
Customer Success Managers
- “What’s the retainer status for all my clients?”
- “Which clients need attention?”
- “What quotes are awaiting approval?”
- “What work is scheduled for Fargro this week?”
Managers
- “What’s the team’s utilization this month?”
- “Who’s on leave next week?”
- “What’s the team’s capacity?”
- “Show me P1 tickets across all clients”