Connecteam

Your deskless workforce managed by AI, powered by Connecteam data

Field crews, shift workers, and mobile teams generate constant HR questions. Your AI agent taps into Connecteam to pull employee records, check shift schedules, surface form submissions, and handle time-off policy lookups, all without a single help desk ticket.

Chosen by 800+ global brands across industries

Workforce operations your agent handles live

From employee lookups to job scheduling, your AI agent performs real Connecteam actions during conversations, giving managers and team members instant answers.

Connecteam

Use Cases

Deskless workforce scenarios solved

Real situations where AI handles the repetitive workforce questions your managers spend hours answering manually every week.

Instant Employee Directory for Field Managers

A field manager messages 'Who's the electrician assigned to Site B today?' Your AI Agent searches Connecteam users by custom field and active status, finds the matching employee profile with phone number and role, and responds with contact details. The manager reaches the right person immediately instead of calling the office and waiting for someone to check the system.

Shift Coverage Questions Answered at Midnight

A warehouse supervisor realizes they are short-staffed for the morning shift. They message the AI agent at midnight asking about available workers. Your agent queries Connecteam's scheduler for tomorrow's job assignments, identifies gaps, and lists employees in the relevant smart group who are not yet scheduled. The supervisor starts making calls before the sun rises.

Time-Off Policy Clarity Without HR Calls

A delivery driver asks 'How many sick days can I take before I need a doctor's note?' Your AI Agent retrieves the applicable time-off policy types from Connecteam and explains the rules clearly. The driver gets a definitive answer during their break instead of leaving a voicemail for HR that might get returned two days later.

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Connecteam

FAQs

Frequently Asked Questions

How does the AI agent look up employee profiles in Connecteam?

The agent calls Connecteam's Get Users API, which supports filtering by email, phone number (E.164 format), full name, user ID, or active/archived status. It retrieves employee profiles with all associated custom field data. Results are fetched live from your Connecteam account, not cached or stored by Tars.

Can the agent access shift schedules and job assignments from Connecteam?

Yes. The agent uses the Get Schedulers endpoint to list available schedulers, then retrieves jobs via the Get Jobs API filtered by instance ID, job code, or job name. It returns shift assignments, sub-jobs, and scheduling details so managers and employees see accurate, current information.

Do I need a specific Connecteam plan for the API integration?

Connecteam's API is only available on the Expert plan for any hub (Operations, Communications, or HR). If your account is not on the Expert plan, the API keys tab will not appear in your General Settings. Only account owners can generate API keys.

Does Tars store copies of my Connecteam employee data?

No. Tars queries your Connecteam account in real-time during each conversation. Employee names, phone numbers, schedules, and custom field values are fetched live and used only to generate the current response. We do not maintain a separate database of your workforce information.

Can the agent create new employees or just read existing data?

The agent supports both. It can create users in batch through Connecteam's Create Users endpoint and archive users by ID. You control which actions the agent is authorized to perform, so you can limit it to read-only lookups or enable write operations for onboarding workflows.

What happens if someone asks about an archived employee?

The Get Users API supports a userStatus filter. By default, the agent can search active users, but you can configure it to include archived records when relevant. If an archived employee is found, the agent can indicate their status and provide historical context without confusion.

How is this different from using Connecteam's mobile app directly?

The Connecteam app requires employees to navigate menus and screens. Tars puts a conversational layer on top, so anyone can ask a natural-language question and get an answer without learning the app. It also works on WhatsApp and web chat for workers who have not installed Connecteam.

Can the agent retrieve team chat conversations from Connecteam?

Yes, if your Communications hub is on the Expert plan. The agent calls the Get Chat endpoint to list team chats and channels. This is useful for surfacing recent announcements or verifying that a message was posted, though individual message content access depends on your Connecteam API permissions.

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At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.

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