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 → Modules & AI:
Require approval for write actions: When this is on, Buzz asks before it saves any change. You will see an Approve or Deny prompt in the conversation. Some sensitive actions, such as deleting a record, always ask for approval whether or not this setting is on.
AI credits: Your team has a monthly credit allowance. Admins can see usage per person and set a daily limit. See the Platform 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.
Conversations are private to the person who created them.
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.