This guide provides step-by-step instructions for integrating Float with your AI Agents and how you can use the feature.

What is Float?

Float is a resource management tool that allows AI Agents to manage and optimise team scheduling and project planning efficiently.

Key Float features

• Real-time team scheduling and resource management
• Visual project planning with drag-and-drop functionality
• Integration capabilities with other tools for streamlined workflows
• Reporting and analytics for better decision-making

Example Float use cases

• A project manager can use Float to allocate resources efficiently across multiple projects, ensuring optimal utilisation.
• A team leader can monitor team availability and adjust schedules in real-time to accommodate changes in project timelines.
• An organisation can integrate Float with other tools to automate workflow processes, reducing manual data entry and increasing productivity.

Getting started with Float and your AI Agents

This section provides clear, step-by-step numbered instructions for connecting or setting up Float with your AI Agents.

1. Go to the configuration section and select 'Integration'.
2. Scroll down and search for 'Float'.
3. Click 'Connect'. A pop-up will appear requesting the API key.
4. The account owner of Float can locate the API key in the 'Integrations' tab within the team settings. If you are not the account owner, please ask the account owner for the API key.
5. Copy and paste the API key into the provided box and click 'Connect'.
6. The connection process will initiate, and you will see a 'Connecting' status.