Smart insights: know who’s done this work before, with AI experience profiles
Knowing who’s worked with a client before or who has specific industry experience is intel that usually lives in a few people’s heads. That means when they leave, or an account changes hand, that knowledge goes too.
Now, Smart insights in Float can preserve and maintain it for you. Powered by AI, it automatically builds a live record of your team’s experience, so the right fit for a job is always obvious. Every team member gets an experience and industry exposure profile, created from their real project and client history and prioritized based on how relevant and recent that information is.
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Experience that never gets stale or outdated
The best part of Smart insights is that it’s not something you need to start from scratch or maintain manually. Instead, Float’s AI draws on everything it already knows about your talent—project history, client history, role, and department—and turns that data into two [things]: what they’re experienced in, and which industries they’ve worked with. Each insight traces back to the project it came from, so you can see exactly why it’s there. As work ages out of relevance, the insight fades on its own rather than sitting stale, and a new, updated insight automatically replaces it.
Use it when:
- You want to confirm someone’s background before staffing them, instead of relying on memory or a Slack thread from eight months ago
- You’re checking whether the person you’re about to staff has the right level of industry context the project needs, not just open availability
What’s next: a better skills matrix, unique to your talent, that you the you don’t need to maintain
Right now, Smart insights tells you about one person. Soon, it will tell you about everybody.
Picture this: you’ve just won your biggest brand campaign yet, for a Fortune 500 beverage client, and you need to assemble an international team. Instead of scanning profiles hoping the right combination jumps out, you ask Float to find you people with F&B experience in the last 6 months and brand campaign expertise, ranked by how recent and how deep that work runs.
Now widen the lens. As Float grows to offer the ability to staff global offices from one account, that same question won’t stop at an office boundary. F&B experience and brand campaign expertise, combined, across every office and every person your business employs, so your whole talent pool becomes accessible.
That’s the direction we’re building toward: a skills matrix that favors previous experience over checkbox certifications, and never has to be manually maintained. One that gets more valuable as your talent pool expands beyond borders. We’re not there yet, but the profiles being built today, one project at a time, are what those capabilities will run on.
How to get started
Head to any team member’s profile to see their experience and industry exposure. It fills in as they complete projects. If a profile looks thin, it just means Float hasn't seen enough history yet to provide you with a rich picture. As you add to the project and clients someone has worked with, Smart insights will start to populate further.
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Who can see it
Visibility of Smart insights follows the access someone already has to a person's profile:
- Account Owners and Admins can see and edit insights for everyone on the team
- People Managers can see and edit insights for the people they manage, and view insights for everyone else
- Project Managers can see insights for themselves and anyone they already have visibility into, but can't edit them
- Members can see their own insights only, and can't edit them
Plan availability
Smart insights is available only to teams on Pro & Enterprise. If you’re on Starter and want to give it a shot, reach out to support@float.com and we can set you up with a free 30-day trial of Pro.
