3. Auto-Fill & Ask AI

AI Auto-fill

AI is built into the entire SwitchBase platform → from start to finish.

To dip your toes in, start by looking for the Sparkle icon. Here's an example from the Create Record panel, where information collected from a SwitchBase Chat or SMS message can be turned into a Record.

You can also summarize all of your Records from a completed Event with a simple click of this Sparkle.

Watch quickly as all of your issues are summarized, refined, and saved in the space of seconds. (See the step-by-steps in Summarizing an Event Report with AI.

SMS & Chat also Sparkle

Checkout how AI Auto-Fill works when you are:

• Creating Records from Chat Conversations with AI

  

• Creating Records from SMS Messages with AI

  

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About the Ask AI

Have an AI conversation with your data with our advanced Ask AI feature.

You can:

• Examine all of your Records with Ask AI

  

• Query your Knowledge Baselink text) for crafted answers to questions - such as:

  • "What do I do if there is a lost child during an event?"

  

• Do a Deep Search with Ask AI

  

Dig deep Compare the performance of the Guest Services team across every hockey events held at a venue

• Assess strenghths or weaknesses in your response times

Launch the built-in Ask AI from the 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.

Request Ask AI Access

• Since each AI request has a cost → we require your permission before switching on the Ask AI and Knowledge Base tools
• Contact your SwitchBase Account Rep for assistance

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

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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

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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.

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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