Buzz

Buzz AI is your AI assistant in Journeybee. Ask a question in plain English and Buzz answers using your own partner, lead, and deal data — no reports to build and no filters to set.

Where to find it: Buzz AI is the first item in your navigation menu, and the page you land on when you sign in. It appears only when the AI module is enabled for your company. If AI is not enabled, you land on Reports instead and Buzz AI is not shown. You need a paid Journeybee plan.

If you would like AI enabled, contact your Journeybee account manager or support.

The ask box

The middle of the page shows a greeting and a large ask box. Type a question and press Enter, or select the send button.

Buzz replies in place — the page turns into a conversation rather than sending you somewhere else. You can keep asking follow-up questions in the same thread, and Buzz keeps the earlier context.

Buzz starts answering as soon as you send. While it works, you will see what it is doing, such as thinking, running a lookup, or writing its reply. Select Stop at any point to end a reply early.

Quick actions

Under the ask box is a row of one-tap starter questions:

• What's my pipeline health?

• Which partners need attention?

• Summarise this week's activity

• Draft a check-in email to a partner

Selecting one sends it straight away. They are a starting point, not a limit — you can ask Buzz anything about your partner program in your own words.

Your conversations

Recent conversations are listed in the panel on the left.

• New chat: Start a fresh conversation. Your previous one is kept.

• Open a conversation: Select any row in the list to pick up where you left off.

• Rename: Select the conversation title at the top of the chat and type a new one. Press Enter to save or Escape to cancel. Titles can be up to 200 characters.

• Pin: Keep an important conversation at the top of the list.

• Archive: Remove a conversation from the list. Archived conversations can be restored.

Conversations are personal to you. Other people on your team cannot see them.

Using Buzz elsewhere in Journeybee

Buzz is not limited to this page. Press Cmd + I (or Ctrl + I on Windows) anywhere in Journeybee to open the assistant in a side panel next to whatever you are looking at.

When you are on a partner, lead, or deal page, Buzz knows which record you are viewing, so you can ask about "this partner" without naming them.

On the Buzz AI page itself, the same shortcut moves your cursor into the ask box instead of opening a second panel.

Approvals and credits

Admins control two AI settings under Settings → AI:

• Require approval for write actions: When this is on, Buzz asks before it saves any change. Some sensitive actions, such as deleting a record, always ask for approval whether or not this setting is on, and show on a red card.

• Approval cards in the conversation: For most changes, Buzz adds an approval card to the conversation and tells you it is waiting for your decision. The card names the action, the record it affects, and each value it would set. Select Approve to run the change, Deny to skip it, or, where it is offered, Edit to change a value first. A red card asks you to confirm once more before it runs. The card stays in the conversation, so you can keep chatting, refresh the page or come back later and still decide. A card expires after 24 hours, or after 1 hour for actions that delete something, involve money or send something outside Journeybee. The card then shows how the action ended, such as Succeeded, Denied or Expired, and Buzz can tell you the outcome when you send your next message. Only you can see and decide the cards in your own conversations. About 30 days after a card has finished or expired, the details of the action are removed from it. The card still shows how the action ended, with the note The input of this action was removed after 30 days., but it no longer lists the values, and it can no longer be edited, approved, denied, run or retried. To make a similar change again, ask Buzz in a new message.

• Approval cards in place of the ask box: A few actions still show the card in place of the ask box, marked Needs approval. Select Approve to run it now or Deny to skip it; Buzz then carries on and the ask box returns, with anything you had already typed still in place.

• What the card shows: Records are named, not referenced by number — a card moving a deal names the deal and the stage it would move to, and a dropdown field shows the option's label. Long values are shortened with a Show full value option, a link shows the site it goes to, a value being removed shows Cleared, and a sensitive value such as a password shows Hidden. When you approve a card in place of the ask box, the change is saved and the page you are on updates to show it — you do not need to refresh.

• Actions that cannot be approved: If Buzz cannot confirm every detail of an action, the card reads Action details unavailable and only Deny is available. Denying is safe: nothing is changed and Buzz continues without that step. You can make the change yourself in Journeybee instead.

• AI credits: Your team has a monthly credit allowance. Admins can see usage per person and set a daily limit. See the AI Settings guide for more.

Good to know

• Buzz AI appears only when the AI module is enabled. Everyone else lands on Reports.

• Buzz only sees your own company's data, and only what your account has access to.

• Buzz can only make changes your own role allows — it cannot edit or delete anything you could not change yourself in Journeybee.

• For safety, Buzz cannot add or remove a partner's Partner Domains, including when it creates a partner, and cannot change the email address or phone number of a partner contact who already has a portal login. Make these changes yourself in Journeybee.

• Buzz always asks for your approval before it creates a download link for a file in a Secure Files block.

• Buzz can build and edit workflows — a new one is always saved paused for you to review and activate, and a change to a live workflow always asks for your approval first. See Workflows.

• Conversations are private to the person who created them.

• If your company has renamed leads or deals under Settings → Company, Buzz uses those names in its replies.

• If AI is switched off while you have the page open, the ask box is replaced with a notice within about 30 seconds.

• Check Buzz's answers before acting on them, in the same way you would check any report.