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Snapfix Recommends: Frequently Asked Questions ❓

 

Snapfix Recommends is rolling out to all customers on a phased basis. If you don't see it on your account, don't worry, it will be there soon. 

Introduction

Snapfix Recommends is a smart layer inside task creation. It suggests the titlegroupassigneetags, and area or room when your team starts a new task, so they do not have to fill it all in themselves. This article answers the most common questions about how to use it, how to control it, and how permissions work.

Snapfix Recommends is on by default in every site. Site admins can turn it on or off in Site Settings. Your existing user permissions are fully respected.

Getting Started

What is Snapfix Recommends?

Snapfix Recommends is the smart layer inside task creation. When your team starts a task, it suggests the title, group, assignee, tags, and area or room. Every suggestion is editable.

Do I need to turn it on?

No. It is on by default in every site. Your team will see suggestions the next time they create a task.

Does it work on mobile and web?

Yes. The experience is consistent across web, iOS, and Android.

Where does it work?

  • Photo from the + button. Snapfix suggests a title from the image, then fills in other fields.
  • Text from the + button. You type a title, Snapfix fills in the rest.
  • QR scan. Snapfix uses the scan context to suggest fields.
  • Chat. Long-press a message on mobile, or use the kebab menu on web, and pick Create task. Snapfix reads the thread and pre-fills the form.

Using It Day to Day

How do I accept or reject a suggestion?

To accept the whole set of suggestions, just create the task. To reject or tweak any field, click it and type over what you want to change. Every field is editable.

Can Snapfix Recommends overwrite what I have typed?

No. Snapfix never silently overwrites your input. You always have the final word.

Why do I sometimes not see suggestions?

When Snapfix is not confident enough about a field, it stays quiet. It will leave the field blank rather than guess. There is no indicator on the field when this happens.

Where does the "Snapfix Recommends" note appear?

At the bottom of the task detail, but only when Snapfix contributed. Fully manual tasks do not show the note.

What if Snapfix gets a suggestion wrong?

Edit it. Every suggestion is editable, and Snapfix will not push back. We track edits internally so the recommendations improve over time.

What happens if the service fails?

The experience falls back to standard manual entry. You just fill in the fields yourself, as before. No interruption to your workflow.

Will it slow down task creation?

No. The target is under 1 second for 95% of suggestions, and the system is built to preserve the "3-second work order".

Does it work with the Assets module, checklists, or due dates?

Not yet. Snapfix Recommends is currently focused on Task title, group, assignee, tags, and areas or rooms. More to come on the roadmap.

Settings and Controls

How do I turn Snapfix Recommends on or off? (site admins)

Go to Site Console and toggle Enable Snapfix Recommendations. The setting applies to all users in that site. Default is ON.

Can I stop new tags from being created, but keep the other suggestions?

Yes. In Site Settings, turn ON the 'Use my tags' toggle. Snapfix will still suggest titles, groups, assignees, existing tags, and areas, but it will not create new tags.

Can individual users switch Snapfix Recommends off for themselves?

No. There is no user-level toggle for the feature as a whole. That decision lives with site admins, so the experience stays consistent across your team. What users can control is auto-assign (below).

What does the "Enable auto-assign" toggle do?

When it is on, Snapfix can suggest the user as an assignee on new tasks. When it is off, Snapfix will not recommend assigning tasks to them. It is on by default, and managed from the user settings.

Permissions and User-Level AI Ability

The short version: Snapfix Recommends respects your existing permission model exactly. No-one gets more access through the feature than they already have.

How do permissions affect what Snapfix can do?

  • If a user cannot create tags in Snapfix, Snapfix will not create tags on their behalf. They can still apply tags that already exist.
  • If a user is not in a group, tasks will not be routed to them in that group.
  • If a user is not active in your site, Snapfix will not suggest them as an assignee.
  • If a user has disabled auto-assign in their own settings, Snapfix will not recommend them, even if others could.

Does Snapfix create new users?

No. Snapfix Recommends will not invite or create users. The existing invite flow is unchanged.

Does Snapfix create new groups, categories, or fields?

No. Only tags can be created, and only under strict rules, with admin permission.

Notifications

When does the assignee get notified?

  • Snapfix-suggested assignee, no interaction from you: notification is delayed by 1 minute, or until you exit the page (whichever comes first). This gives you a window to change the assignee before the notification fires.
  • You manually select or change the assignee: notification fires immediately.
  • Reassignment at any point: the new assignee is notified immediately.

Data and Learning

What data does Snapfix use to generate recommendations?

Recommendations are grounded in your own site data. That includes existing tags, groups, naming conventions, areas and rooms, and availability signals such as who is active in Snapfix. For chat tasks, Snapfix looks at 25 messages before and 25 messages after the triggered message to build context.

Is my data shared across sites, or used outside my Snapfix environment?

No. Your site data is used to improve the quality of suggestions for your site only. It is not shared across sites.

Does Snapfix learn from how I edit suggestions?

Yes. We track when an AI suggestion is edited or an AI-created tag is removed. That data informs internal optimisation of the model. It does not appear in your reports.

Important Notes ⚠️

  • Snapfix Recommends does not create or assign groups.
  • It does not yet work with voice or video input (coming soon).
  • It does not create new categories, fields, or workflows.
  • It does not apply suggestions to tasks that are already open.
  • Site admins cannot disable the feature for a single user (site-level only).

Related Help Articles

📖 What is Snapfix Recommends?

📖 How to Manage Tags with the Tag Utility

📖 How to Add New Users to Your Snapfix Site

Need Help? Contact Snapfix Support

📧 Email: support@snapfix.com