AI-Powered Intelligence

Meet Your AI Features

Seven layers of AI intelligence built into InsightOS — from your always-on Business Analyst to SOP generation, training documents, quizzes, overtime selection and real-time bottleneck detection.

IOS-1 Assistant

IOS-1 — Your AI Business Analyst

IOS-1 is your always-on Business Analyst. Ask it anything about your day, team, tasks, meetings, or bottlenecks — and get instant, data-driven answers pulled straight from your live workspace. No dashboards to dig through, no reports to manually run. Just ask.

  • Real-time answers about your schedule, tasks & team
  • Identifies your top priority and flags at-risk items
  • Knows your shifts, absence records and performance data
  • Speaks plainly — intelligent insights, zero jargon

IOS-1 Assistant

Alex · Business Analyst

Online

Select a question above to see Alex in action

Process: Onboarding Flow

6 steps · 3 issues detected

6
OnboardBottleneck
2
TrainingAt Risk
✓
ReviewOn Track
4
ApprovalBottleneck
1
DeployAt Risk
✓
CompleteOn Track

Top Issue Hotspots

Onboarding

Document Upload

4High

Approval

Manager Sign-off

3Medium

Training

Module Completion

2Low
AI Bottleneck Report

"The Document Upload substep is your primary bottleneck with 4 recurring issues. Staff consistently fail to complete this within the allotted window — recommend a targeted micro-training session and a manager prompt at the 48hr mark…"

Bottleneck Analysis

AI Project & Bottleneck Analysis

InsightOS maps every process, tracks every task, and uses AI to identify exactly where your workflows are breaking down — before they cost you time and money. Generate an AI report on any internal or external project, and let the system arrange tasks across your team automatically.

  • AI generates a full report on any internal or external project
  • AI selects the best staff member for the job based on past performance
  • Automatically arranges and assigns tasks across the allotted timeframe
  • Detects bottlenecks in real-time with colour-coded severity nodes
  • Visual process flow map — green, amber and red status at a glance
  • Actionable AI reports that tell you exactly how to unblock your team
Overtime Selector

AI-Powered Overtime Selection

When overtime requests come in, InsightOS AI compares every candidate for the date, evaluates past performance and outstanding tasks, then recommends the best person for the role. Budget impact is calculated automatically — no spreadsheets, no guesswork.

  • AI picks the best staff member based on past performance data
  • Budget remaining calculated automatically against daily spend
  • Approve, reject or invite the recommended staff in one click
  • Compare multiple requests side-by-side for the same date
  • Colour-coded status: Awaiting, Approved and Complete

Overtime Requests

3 requests · Monday selected

Mon 12Tue 13Wed 14
Awaiting Approval

Floor Manager

Operations · 3 hrs

Admin Approved

Sales Associate

Sales · 2 hrs

Complete

Shift Supervisor

Retail · 4 hrs

AI Recommended Staff Member

Jordan Clarke — Floor Manager · 3 hrs · £54.00

Reason: Highest performance rating, 0 outstanding tasks, within budget.

Budget Remaining:£146.00

Process Creator

Each task = 1 hour time block

Processes

Onboarding

Sales Call

Fulfilment

1

Welcome & Setup

System access, welcome pack, IT setup

HR Manager
2

Policy Walkthrough

Review company handbook and policies

HR Manager
3

Team Introduction

Meet the team, office tour, desk setup

Team Lead
4

Training Module 1

Complete online compliance training

L&D Coordinator
SOP Generator

AI Process & SOP Builder

Build step-by-step Standard Operating Procedures for every role in your organisation. Each task is a 1-hour time block — giving you precise, schedulable workflows. AI can generate the entire process from just a name and description.

  • Each task = 1 hour block for precise scheduling and planning
  • AI generates a full process from just a name and description
  • Assign roles to each step for clear accountability
  • Add sub-steps for granular task breakdowns
  • Growth, Fulfillment and Innovation Engine classification
  • One-click to generate full training documents from any process
Training Doc Builder

AI Training Document Generator

From any SOP or process, InsightOS AI generates a full paginated training document — complete with lesson headers, content cards, and optional training videos. Your team gets professional training materials in minutes, not weeks.

  • AI generates page-by-page training content from your processes
  • Three template styles: Lesson, Course overview and Video
  • Real-time progress tracking with live job log
  • Retry, next page or add a training video to any page
  • Directly linked to the Quiz Builder for instant assessments

Generating Training Doc

Page 3 / 8

Onboarding Process · HR Manager

37%

✓ Page 1 — Welcome & Setup generated

✓ Page 2 — Policy Walkthrough generated

↻ Page 3 — Team Introduction generating…

Template Styles

Lesson

Step Guide

Course

Overview

Video

Watch & Learn

Quiz Builder

Onboarding Process · 4 questions

MediumAI Generated
Onboarding DocSales TrainingCompliance

Q1:What is the first step in the onboarding process?

Policy Walkthrough
Welcome & SetupCorrect
Team Introduction
Training Module 1

Q2:How long does each onboarding task take?

30 minutes
2 hours
1 hourCorrect
Half a day
Quiz Builder

AI Quiz Builder — Test What They've Learned

Once training documents are generated, InsightOS AI automatically creates quizzes at Easy, Medium or Hard difficulty — or let managers write them manually. Quizzes are directly linked to training documents, keeping assessments always relevant and up to date.

  • AI or manual question creation — your choice
  • Easy, Medium and Hard difficulty levels
  • Multiple choice with correct answer highlighting
  • Linked directly to training documents
  • Set any quiz as the current active assessment for your team
Brainstorm Board

AI-Powered Visual Brainstorm Canvas

Brainstorm is your team's infinite visual workspace — think Miro, but powered by AI. Drop sticky notes, diagrams and images onto a shared canvas, then let AI generate complete workflow diagrams, process maps or concept illustrations directly on the board. Collaborate in real-time, react, comment and vote — all in one place.

  • Infinite dot-grid canvas — drag, drop and snap elements to grid
  • AI generates full workflow diagrams from a single prompt
  • AI image generation — create visuals directly on the board
  • Real-time collaboration with presence indicators
  • Sticky notes, process nodes, documents and picture cards
  • Like, comment and poll on any element for team sign-off
  • Invite team members and set a product owner per board

Q3 Strategy Board

Brainstorm · 4 collaborators

Define ICP persona

Content strategy

Launch checklist

Budget sign-off

AI Generated Workflow

1Research
2Design
3Build
4Launch
AI Image
Generated
"Generate a Q3 go-to-market workflow for a SaaS product…"
🗒️Notes🖼️Images🔀Flows📄Docs
Real-time sync ✓

Customer CRM

24 active clients · 6 follow-ups this week

Meridian Retail Group

Retail · Assigned: Jordan C.

Active

Fenwick & Co.

Legal · Assigned: Priya S.

Active

Northgate Logistics

Logistics · Assigned: Tom W.

Inactive
Invoice · Meridian Retail Group
Subtotal£2,400.00
VAT (20%)£480.00
Total£2,880.00
Customer CRM

A Full Customer CRM — Built In

Every client, contract and invoice lives in one place. InsightOS gives you a full customer directory tied directly to your projects — so you can see who's assigned, what's owed, and what's next, without switching to a separate CRM tool.

  • Full client directory — contacts, industry, source and assigned staff, all searchable
  • Track contracts, subscriptions and renewal dates with amount and status at a glance
  • Every project links back to a client — see progress without leaving the CRM
  • Generate and send VAT-compliant invoices in one click, materials and labour included
  • Mark projects as paid and keep billing status in sync automatically
  • Toggle active/inactive status per client for accurate pipeline reporting
Project Manager

Kanban, Gantt & AI Project Reports

Every project — internal or external — gets its own live workspace. Switch between Kanban, Gantt and Flow Chart views, track progress down to the hour, and let AI handle the reporting and financial breakdown, so you always know exactly where a project stands.

  • Kanban, Gantt and Flow Chart views for every project — switch perspectives in one click
  • Real-time progress tracking: daily and overall completion, hours ahead or behind schedule
  • Full financial breakdown for external projects — price, labour costs, net profit and margin
  • AI-generated project reports summarising objectives, description and outcomes
  • Built-in meetings, chat and brainstorm board — no separate tools needed
  • Materials tracking with shopping lists and live usage bars
  • Google Maps directions and geo-tagged project mapping for on-site jobs

January Staffing Ramp

External · Meridian Retail Group

KanbanGanttFlowMeetingsChatBrainstorm

42

Total Steps

71%

Completed

68%

Overall

Financial Breakdown
Project Price£4,200.00
Labour Costs-£2,650.00
Net Profit£1,550.00
Profit Margin37%
AI Training Loop

The Self-Improving Training Loop

InsightOS doesn't just report on issues — it learns from them. The AI Training Loop recognises recurring patterns across task management, identifies where bottlenecks keep reappearing, and surfaces intelligent solutions to prevent them from ever happening again.

Detects Patterns

Scans task completion rates, issue logs, and process timelines to identify recurring failure points across your organisation.

Analyses Bottlenecks

Correlates issue data across teams, time periods, and process steps — finding root causes, not just symptoms.

Generates Solutions

Proposes step-by-step fixes, reassigns tasks, and recommends updated training materials — automatically.

Reinforces Learning

Tracks whether fixes worked. If the same issue recurs, the AI escalates its recommendations and refines the approach.

IOS AI
🔍Detect
📊Analyse
💡Solve
🔄Learn

…plus many more features

Live chat, social feed, appraisals, sickness tracking, disciplinary letter generator, company encyclopaedia, CV scanner and much more — all in one platform.

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