Edition
Autumn in Asystio: teams, appointments, CRM and more ways to work with GAIA
Changes from to
Since the last edition, we have improved attendance and leave, contacts and projects, the calendar and messaging. Much of the work focused on GAIA: readable data and sources, task planning, quotes and content for review. Below is a fuller account of the changes from mid-September to 15 October and how you can use them in daily work.
In this edition
- Attendance, time corrections and leave that respect staff access
- Appointments connected to message history and readable Google Calendar events
- GAIA: calendars, data sources, work plans, quotes and content for review
Team presence and recorded working time
- HR includes a ‘Who is working today’ view. Owners can grant selected staff visibility of team presence without opening payroll or personnel documents. The view shows when data was last read and lets you refresh it.
- We refined saved clock-in and clock-out times, breaks and overnight shifts. Recorded time is distinguished from planned shifts, and a missing entry is not presented as a confirmed absence.
- The actual-time table offers staff and recorded-day filters, clearer totals and day details. Corrections retain their history; failed saves show an error and keep the entered values.
Leave: personal balances and decision history
- Leave forms show the applicant’s balance for the selected year and leave type. We refined partial-day accounting and the distinction between hours and days.
- Approvals and reversals update the corresponding balance and history. We corrected reads of earlier requests to preserve existing values and prevent repeating the same decision from counting twice.
- Staff see requests and actions allowed by their access scope. Form controls remain reachable on narrow screens, and a failed balance read can be retried.
Invitations and access matched to the job
- We improved accepting business invitations and returning after additional identity verification. Invitation context is retained, and verification recovery reduces unnecessary SMS retries.
- We refined staff navigation, personal work views and access to additional calendar sources and task context. An unavailable source should not block a calendar the staff member is authorised to read.
Quick appointment creation and editing
- Editing first loads the current appointment. The selected customer, service and staff member remain in the form while the remaining options load.
- The quick-booking form is more compact, with controls that are easier to reach on phones. We also corrected opening the appropriate project context from the calendar.
- Bookings check resource capacity even when several people reserve appointments at the same time. An empty day in a summary does not by itself confirm staff availability.
Appointment confirmations, failures and sending retries
- Appointment details show SMS and email confirmation history. Saving an appointment, provider acceptance and confirmed delivery have separate outcomes.
- Sending failures and Google connection problems can appear in notifications. Notifications link to the relevant appointment or integration settings so you can check the cause and next step.
- An authorised person can retry a future appointment confirmation if the previous attempt was clearly stopped before submission or rejected. The system rechecks contact details, consent, access and limits. An unknown outcome requires review before another attempt to avoid a duplicate message.
Google Calendar with appointment details
- Exported events include service, customer, staff and location details, making appointments easier to recognise than an identifier alone.
- Updates to existing events preserve their Google settings, including reminders. We refined appointment-to-event links and recovery of interrupted exports.
- Connection settings offer a way to reconnect the business’s Google account. The Help Centre explains setup and recovery; signing in to Asystio with Google does not replace that connection.
CRM: contact roles, owners and suppliers
- A contact can have several commercial roles, such as customer and supplier, and an assigned owner. The list can be filtered using those distinctions.
- An inventory supplier can be explicitly linked to a CRM contact. Linking requires the appropriate access to both areas; similar names do not trigger automatic record merging.
- We fixed contact saves with omitted optional fields and staff reads of their own contacts. We also reduced repeated checks of the same permissions while loading lists and profiles.
Projects, personal tasks and saved timers
- We refined opening projects from the list and staff task views. Project, financial-data and team-conversation access follows the granted permissions.
- Task timers save their state. Active timers and completed entries can be read in another session, and totals refresh after saving. Project time remains separate from HR attendance.
- Assistant replies in team conversations respect project and task access. We also refined task and planning dialogs so forms can be used comfortably on phones.
GAIA: monthly calendars, charts and data sources
- You can ask GAIA by text or voice for a calendar of a named month and year. Results show days and recorded appointment statuses. Selecting a day opens its details; a past appointment is not automatically treated as completed.
- We expanded charts and data previews within the conversation. Charts respect the requested period and comparison type, and forecasts show their actual interval. Actual data, incomplete months and predictions are distinguished more clearly.
- Analyses let you open available sources and expand their content while keeping the conversation context. Follow-up questions use the visible result’s context and continue to respect the user’s data access.
GAIA: catalogue-based quotes for review and saving
- Quote drafts can use selected catalogue services and a chosen contact. Missing prices need to be supplied, and an unmatched service is not replaced with an unrelated bundle.
- Before saving, you can review line items, prices, the price-entry basis and tax rates. We improved preserving edits between previews and expanded views. A reviewed draft can be saved in CRM.
- Save retries recognise an already saved matching draft to reduce duplicates. Preparing or saving a quote does not send it to the customer; sending is a separate decision.
GAIA: from a proposed work plan to a specific task
- You can ask for available tasks to be organised into a proposed work order. The result remains a suggestion based on tasks you are authorised to access.
- A plan can open the relevant task and its checklist. We refined returning to the result after closing an editor, keyboard handling and stopping assistant work. Turning voice off does not have to close the result being viewed.
GAIA: complete post copy, images and revisions
- Post-draft previews show the complete text with paragraphs and the generated image. Chat and expanded previews use the same result; opening an existing draft does not start another generation.
- Text remains available while the image is being prepared. An image failure is visible and does not remove completed copy. Retrying the image alone preserves the draft text.
- We refined revising and shortening content in the conversation while retaining the draft type and selected channel. Copying includes the audience-facing text. A conversation draft still requires a separate decision to save it in Studio and publish it.
Inbox: reply proposals and sending history
- The business inbox can prepare an AI reply proposal for you to read before deciding to send it. Opening a conversation through a direct link also respects staff access scope.
- A manually sent SMS accepted by the provider remains in the business history. We refined status and failure-cause reads so provider acceptance is not presented as confirmed delivery.
Inventory: shelves, locations and product identifiers
- We fixed inventory shelf saves and readbacks and exclusion of closed locations from active views. We improved matching complete product identifiers, including their suffixes.
- GAIA can help read product and inventory-location data. Expanded results retain the relevant actions; quantity corrections require a deliberate action by someone with the appropriate access.
Returning to your account and the right business
- We improved session renewal and switching between businesses. Connection recovery checks the currently signed-in account, and panels wait for session readiness before loading data.
- Inactive invitations are distinguished from temporary read failures. We also refined conversation and notification access checks to account for the current user and business membership.
Guides with current screenshots and easier phone use
- The Help Centre covers first appointments, staff invitations, schedules, attendance, leave, tasks, Google Calendar and assistant conversations. Current screenshots help you find the right settings. Help is also linked from the Asystio website.
- On phones, we refined scrolling through longer results, calendar controls, chart labels and forms. Assistant conversations make sending, expanding results and voice controls easier to reach.