Using Teddy AI
What Teddy AI is, who can use it, and what business data it can answer from.
Teddy AI is Dudley’s business-intelligence assistant. Owners and admins can ask plain-English questions about their synced business data and get answers in the app — like having an analyst on staff without building reports.
Teddy AI is conversational. There is no separate automatic insights feed on the dashboard today; you open the chat and ask.
Who can use it
- Owners and admins with Teddy AI enabled for the organization.
- Managers and end users do not have access.
Plans
- Pro and Enterprise — included.
- Basic — available as a paid add-on.
- Trial — included for the trial period so you can try the full product.
How to open Teddy AI
On any page in the app, select Ask Teddy AI in the header. That opens the Teddy AI panel, where you can start a new conversation or return to an earlier one from Conversations.
What Teddy AI can answer
Questions about your business data, including:
- Revenue — events, categories, payment methods, averages, and comparisons over time
- Expenses — spend by category or provider
- Clients — counts and new-client trends
- Hours — billable time, billed vs unbilled, and rates
- Services and inventory catalog — what was sold or used on events (not live stock levels)
Answers are written in plain English (often with tables). Data is refreshed from your workspace on about an hourly sync, and the panel shows when data was last current.
Privacy
Teddy AI runs against a de-identified analytics copy of your data. Names and other identifiers are not sent to the model; they are reattached in Dudley only for people who already have permission to see them. Conversation history stays in your workspace. See keeping your account secure.
Ready to try it? See asking Teddy AI questions.