Using the AI Assistant
Last updated 2026-03-15
In this article
The Neztio AI Assistant is a floating chat available throughout the admin portal. You can ask it operational questions in natural language and get answers grounded in your center's actual data — no need to navigate to separate reports.
Opening the assistant
- Click the floating chat button in the bottom-right corner of any admin page.
- Or press Cmd+J (Mac) / Ctrl+J (Windows) to open or close the assistant from the keyboard.
- Press the same shortcut again, or click the close icon, to dismiss it. You can minimize the panel to keep it nearby while you keep working.
Plan availability
- Starter: the assistant is not available. Upgrade to Standard or higher to unlock it.
- Standard: general guidance about childcare operations, regulations, and how to use Neztio features.
- Growth and Pro: everything in Standard, plus live data queries against your center — attendance, enrollment, classrooms, billing health, and staffing.
What you can ask (Growth and Pro)
- Attendance: "Who hasn't been checked in today?" "How many children are present right now?"
- Enrollment: "How many children are in the Butterflies room?" "What's our enrollment trend over the last 5 weeks?"
- Billing: "How much revenue did we collect this month?" "Which families are overdue?"
- Staffing: "What's our staff-to-child ratio in the Sunbeams room right now?"
- Classrooms: "What are the room capacities and current child counts?"
- Meals: "How many meals did we serve today?"
- Trends: "How has attendance trended this week?" "How is autopay adoption?"
Limits
- Messages are capped at 2,000 characters per turn.
- Each session can hold up to 50 messages. After that, start a new session.
- Sessions are retained for 30 days, then automatically removed.
- Per-user rate limit: 10 messages per minute. If you hit it, wait a minute and try again.
Language
The assistant responds in English or Spanish based on your account's locale setting. Knowledge-base lookups also respect your locale.
The assistant only discusses childcare operations and Neztio. It cites specific numbers when it has data and declines unrelated topics.
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