Overview
What is BookYourPTO Intelligence?
BookYourPTO Intelligence is an assistant built into the BookYourPTO web app. You ask it about leave, expenses, time, schedules, documents, performance and your team in plain words, and it answers from your organization's own records. It can show an answer as a table or a chart, or make a CSV, PDF or Word file for you to download.
On paid plans it can also do the work: book leave, add an expense from a receipt you attach, log time, schedule a week of shifts, approve or reject the requests you name, and more. Every change follows the mode you choose, and the riskiest changes always ask first.
It only works with BookYourPTO. Questions about anything else are politely refused.
Where to open it
| Where | How |
|---|---|
| Sidebar | Assistant, indented under Home. It opens the full assistant page with your earlier chats. Use the chevron next to Home to fold it away. |
| The panel | The assistant button at the top right of every page opens a panel beside the page, so you can ask about what you are looking at without leaving it. The panel can be widened. |
| Full page | /assistant in the app, the same page the sidebar link opens. |
The Assistant link and the button only appear while you can use the assistant. They are hidden when it is switched off for you, your department or your organization (see Privacy & Control).
What each plan includes
| Plan | Questions | Changes (actions) |
|---|---|---|
| Free | Yes | No |
| Pro | Yes | Yes |
| Business | Yes | Yes |
| Enterprise | Yes | Yes |
Every plan can ask questions. Pro, Business and Enterprise can also make changes through the assistant. Each person has a weekly usage allowance, and higher plans include more. See Usage & Limits.
It uses your permissions, nothing more
The assistant acts as you. It can see and change only what you could see and change in the app yourself:
- An employee sees their own records.
- A department head sees what their departments allow.
- Administrators and executives see what their role allows.
If you could not open a record on its page, the assistant cannot read it for you either.
BookYourPTO Intelligence and the AI connector
BookYourPTO has two ways to work with AI, and they are separate:
| BookYourPTO Intelligence | AI connector (MCP) | |
|---|---|---|
| Where it runs | Inside the BookYourPTO web app | In your own AI client (a desktop AI app, an AI coding tool or editor) |
| Set-up | None: open Assistant | Connect the client once, then sign in |
| Who controls it | Your organization, in Settings > Intelligence | You, in your AI client |
Both act with your own permissions.
Next
- Modes: how much it may do without asking.
- What It Can Do & Skills
- Attachments, Memory and Chats
- Slash Commands
API Reference
Every endpoint in the BookYourPTO REST API with its required scope, parameters, response schema and errors, generated from the OpenAPI specification.
Modes
Choose how much BookYourPTO Intelligence may change without asking — Ask first, Accept edits, Auto or Plan — and which changes always ask.