AI assistant: meet Sandy

Sandy is the assistant built into Sessional Australia. She answers questions about your own locum work in plain English, so you can ask a question instead of digging through your tax planner, your invoices, or your calendar. To generate a reply, she receives a summary of data in your Sessional account and Sessional content, including help guides. She covers both the money side of a portfolio career and the day-to-day running of it.

Sandy is an AI assistant. Use her replies as a starting point, then check the underlying records before making a decision. An answer can be incomplete or mistaken, particularly when your account is missing details.

On the money and tax side, Sandy reads from the same engine as your dashboard:

• Tax set-aside: roughly how much your tax planner estimates you should hold back this financial year, annualised from the shifts you have logged.
• Earnings by period: recorded shift totals for the last 7 days, the last 30 days, this month, or last month, in AUD. These are calculated shift values, not confirmation of money received.
• Workplaces by shift value: totals and averages per shift for up to six workplaces with the highest recorded totals across your booking history.

On the day-to-day side, Sandy reads an operational snapshot of your account:

• What needs your attention: a quick summary of overdue and outstanding invoices, pending booking requests, shifts flagged paid short or not paid yet, expiring documents, and unread notifications.
• Invoices: overdue and outstanding counts and totals, plus details of up to ten outstanding invoices. See invoicing for the full picture.
• Your schedule: your next shift and a list of up to five upcoming shifts with Offered or Confirmed status.
• Documents: expired and upcoming expiry counts, with names and dates for up to twelve documents already expired or expiring within 60 days.

Select Ask Sandy in the dashboard menu or use the floating Ask Sandy button. Type a question in your own words, and she replies in a short, tidy answer. You do not need to phrase things a particular way: "how much should I set aside?", "who owes me money?", "when is my next shift?", or simply "what needs my attention?" all work.

Sandy is a Plus feature, included on both the Plus and Pro plans. On the Free plan you will still see her in the menu with a prompt to upgrade from your billing settings. The demo account cannot use Sandy, since she reads live account data.

Sandy has checks for some advice requests and instructions to refer regulated questions to a professional or authority. These checks do not guarantee that every reply is appropriate. She can still show Sessional planning estimates. For deeper tax context, see the PSI diagnostic and BAS readiness, or try the tax calculator.

Sandy also cannot take actions on your behalf. She does not create or send invoices, log shifts, mark anything paid, message a workplace, or change a setting. To act on a reply, open the relevant dashboard page and make the change yourself.

Sandy has request limits and daily usage budgets. A request can be refused when one of these limits is reached:

• Up to 20 requests per hour per account. If you reach the limit, try again later.
• A daily usage budget per account, resetting at midnight in Australia/Sydney.
• A shared daily platform budget. If it is reached, the assistant returns a message asking you to try again tomorrow.

Each question is capped at 500 characters, so keep it to one clear ask at a time rather than a long list. Up to four previous messages are included with each question, so you can follow up naturally without repeating yourself.

The account snapshot is loaded from your own account. To produce a reply, your question, recent conversation context and a compact summary of your own figures (an operational snapshot such as outstanding invoices, your next shift, and expiring documents) are sent to Anthropic to generate the answer.

Avoid entering identifiers or sensitive details that are not needed for your question. Some unanswered questions are logged to help identify gaps in the assistant, with longer numeric sequences redacted. Read the privacy policy for data-handling information and the account guide for account settings.