Ask AI

Request Ask AI

  • Since each AI request has a cost, we require your permission before turning on the Ask AI and Knowledge Base tools

  • Contact your SwitchBase Account Rep to switch on these features for your organization

Tracking AI Costs

  • Each AI interaction with your Knowledge Base does come with a small cost on the back end based on usage

  • You can keep an eye on usage anytime from your new AI Usage page, which shows daily and monthly limits at a glance

  • Since each AI request has a cost, you'll control who has access

    • We'd suggest limiting access to a small group of Admins to help keep usage focused — though this is just a suggestion, not a requirement, so feel free to configure access however works best for your team

Ask AI Use Cases Index

Ask AI In switch pace is always presented in relationship to something else. For example, in how you would use your knowledge base or in how you would summarize all activities for an event. Follow this index to Learn how AI is used in all these various contexts:

Ask AI Index:

Beyond Ask AI

Conversations with Claude or ChatGPT

  1. Connect SwitchBase directly to AI assistants like Claude or ChatGPT →
    • Turn everyday conversations into instant SwitchBase reporting — all without leaving your AI chat window
    • Ask questions about your SwitchBase data, log incidents, trigger workflows, and send messages
    • Reports are rendered in a PDF format for easy consumption and sharing
    • Here's just a clip from a Claude-generated PDF report prepared for the The Ballpark at America First Square
    • Visit our Connect AI Assistants article to learn how it's done

Ask AI searches across your records, your knowledge base, and SwitchBase support docs all at once — learning how your organization operates and applying that context to things like SOPs, event summaries, and issue triage. Answers cite their sources.

Launch Ask AI from a record's sparkle icon, the search bar (Cmd+K), or by asking about a specific record key. Every conversation is saved to the Ask AI nav menu, so nothing gets lost.

KB articles now support versioning, deeper search, and the same flexible sharing controls you're used to from dashboards and forms.

A new AI Usage page gives Admins visibility into daily and monthly usage limits across the org.

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Ask AI