Question 1

What can the AI chatbot do?

Accepted Answer

The AI chatbot is your intelligent business assistant. It can look up customers by name, email, or phone, view dashboard statistics, search invoices and work orders, check property details, and answer flexible questions about your data — like 'which customers have been paused the longest?' or 'show me unpaid invoices over $200.'

Question 2

How does the chatbot access my data?

Accepted Answer

The chatbot connects directly to your Pool Runs account and reads your existing business data in real-time. It respects your team's permission settings — if a team member doesn't have access to invoices, the chatbot won't show them invoice data either.

Question 3

Is my data safe with the AI chatbot?

Accepted Answer

Yes. The chatbot operates in read-only mode — it can look up and display information but cannot modify, delete, or create records. All conversations are private to each user and secured with the same authentication as the rest of Pool Runs.

Question 4

Can my whole team use it?

Accepted Answer

Yes. Every team member gets their own chatbot experience with conversation history. The chatbot automatically adjusts available capabilities based on each person's role and permissions, so everyone sees only the data they're authorized to access.

Question 5

What kind of questions can I ask?

Accepted Answer

You can ask natural-language questions about any data in your Pool Runs account. Examples: 'How many active customers do I have?', 'Show me today's route stops', 'Which customers are overdue on payments?', 'What's my revenue this month?', or 'Find all properties in the 85281 zip code.'

Question 6

Does the chatbot work on mobile?

Accepted Answer

Yes. The chatbot is available as a floating widget in the Pool Runs web app and works on any device — desktop, tablet, or phone. You can also access a full-screen chat view from your admin dashboard.

Question 7

How do I enable the AI chatbot?

Accepted Answer

Navigate to your Pool Runs settings and enable the AI chatbot feature. Once enabled, the chat widget appears in the bottom-right corner of your dashboard. No setup, no configuration — it connects to your data automatically.

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Natural conversation

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Conversation history

Read-only by design.

AI Chatbot FAQ

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