The AI Copilot: what you can ask
Mermix includes an AI Copilot that knows your plan — every allocation, the backlog, time-off, sprints, and who's overbooked. Ask it a question in plain language and it answers from your real data; ask it to make a change and it proposes exactly what it will do before anything happens.
Open it from any screen with Cmd/Ctrl + K, or the ant button in the toolbar.
Analyse your plan
The Copilot reads the same data you see and can reason across all of it at once. Try:
- "Who's overallocated next week?"
- "Find a free two-day slot for Maria before the 20th."
- "Summarise the status of the Payments project."
- "What's on the critical path for the mobile release?"
- "How many hours did we log to each project last month?"
Answers often come back as a chart — a workload heatmap, a burn-down, a capacity bar — rendered right in the chat.
Make changes by chat
You can also ask the Copilot to do things:
- "Move the auth task to next Monday."
- "Reassign everything on Tom's plate this sprint to someone with capacity."
- "Schedule all of Sprint 3's backlog."
- "Rebalance the team so nobody's over 100%."
For anything that changes your plan, the Copilot shows a proposal you approve first — a small confirmation card for a single change, or a full before/after preview for a bigger reshuffle. Nothing is applied until you say so, and you can un-tick individual items you don't want. If you don't like a proposal, ignore it; it simply expires.
Export in seconds
- "Export the team's utilisation to Excel." → a ready-to-download spreadsheet.
- "Give me a one-page executive briefing." → a formatted summary you can print or save as PDF.
What it costs — AI credits
Each message you send to the Copilot uses one AI credit. Your plan includes a monthly allowance (300 on Starter and the trial, more on higher plans), and a small badge in the Copilot shows how many you have left. Credits reset every month, and you can top up any time from My Account if you run low. More capable AI models are available on higher plans and cost a few credits per message instead of one.
Who can use it
| Role | Copilot access |
|---|---|
| Admin / Planner | Full — analyse, make changes, and export. |
| Board | Analyse and export (read-only — it won't offer to change anything). |
| Engineer | Not shown — Engineers use the simpler My Tasks view. |
Tips
- Be specific about time and people — "next week", "before the 20th", "on Maria's row" — and the Copilot targets exactly what you mean.
- It won't invent things. If your data is thin (no estimates, no assignees), the Copilot says so rather than guessing — the fix is usually better Jira data, see How to configure Jira for Mermix.
- It's your fastest help channel. Most "how do I…" and "what's happening with…" questions are answered instantly here, from your own workspace.