AI Connectors

No. A connector always works with your own TPTM permissions, limited further by the access categories you chose when you connected it. If your role can only view schedules, the assistant can only view schedules, even if you turned on Read & write. If your role changes, the assistant's access shrinks or grows with it right away — you do not need to connect again. If you are removed from the organization, all of your connectors for that organization stop working.

Yes. Besides pulling the built-in reports, the assistant can look at your tasks, lots, communities, buyers, trade partners, contacts, work orders, holds, walks and schedule changes directly, and group or total them however you ask — for example "average days late per trade partner for framing this year", "how many lots are in each stage per community" or "total work-order spend by trade partner". It needs Read access to the category the data belongs to, and it only ever sees the records your own role can see. Archived records are left out unless you ask for them.

The assistant only sees the tools for the access categories you granted, and only the ones your TPTM role allows. Either the category is turned off or set to Read when the task needs Read & write, or your role does not include that permission. Go to Settings → AI Connectors, click Edit access on the connector and raise the level. If the level you need is not offered, ask your administrator about your role. Two things are never available, whatever your access: marking a task complete and recording a lot walk.

With Read & write on the category, yes — and it does exactly what the Delete button in TPTM does. For communities, lots, buyers, trades, trade partners, tasks, work orders, stages, templates and locations that is an archive: the record is kept, and where TPTM offers a restore (trade partners, for example) the assistant can restore it too. A few small things TPTM removes outright — holidays, lot holds, trade-partner contacts, and custom work-order fields and their values — are removed outright by the assistant as well, and assistants are asked to check with you before doing so. The same check applies to bulk actions: scheduling a lot or a whole phase over an existing schedule, clearing a lot's tasks, replacing a schedule template's items, or replacing a lot's list of linked lots (the lots that must come before or after it). The assistant always needs the same permission you would need to delete that record yourself.

Yes. The assistant can add, update or archive up to 500 records in one go — for example "load these 40 buyers", "move all of Alpha Framing's open tasks to Beta Framing" or "archive these 12 lots". Three rules keep it safe. When you describe the records instead of naming them one by one ("every framing task in September"), the assistant must first show you how many records match and get your go-ahead; if that number has changed by the time it runs, it stops and asks again. The change is all-or-nothing: either every record changes or none does, so a problem partway through never leaves you with a half-finished job. And it can only touch records you could change yourself in TPTM — anything outside your permissions is left alone, and the whole change is cancelled if it would need to. As always, "delete" means archive, so the records are kept.

No, and no access setting changes that. Marking a task complete (or reopening a completed one) and recording a lot walk are done by people in the field, in TPTM. The assistant can still read the walk history and see when tasks were completed, so it can tell you which lots were walked this week or which tasks finished late — it just cannot record those things itself.

Three things end a connection: someone revoked the connector on the AI Connectors page (you, or a member who can manage members), you were removed from the organization, or the connector went unused for 30 days. In each case, connect the assistant again from the AI app to get access back.

A connector works in exactly one organization — the one you picked on the Connect … to TPTM page. Go to Settings → AI Connectors, click Revoke on the connector, then connect again from the AI app and choose the right organization under Organization. To use the assistant in two organizations, connect it once for each.

No. It sees only the categories you turned on, and within those only what your own role can see. Buyers, for example, are hidden from the assistant unless you turn on the Buyers category and your role can view buyers. You can check and change exactly what a connector can access at any time with Edit access on the AI Connectors page.

Members who can manage members see every connector in the organization under All connectors in this organization, with its owner, its access, when it was last used and how many tool calls it has made. They do not see the content of each call. A record of each call is kept for 90 days so support can help if something went wrong.

Two reasons. Reports & Dashboards is always read-only for connectors — reports are something you look at, not something you edit. For every other category, Read & write is only offered when your TPTM role can make those changes; otherwise the category says Your role allows read access only here, and if your role cannot see that information at all it says Not available for your role. Ask your administrator if you need a different role.

A connection request is valid for 10 minutes and can only be used once. If you took longer than that, or went back to a request you had already approved or denied, the page shows this message. Go back to your AI app and start the connection again.

This page means the AI app did not introduce itself to TPTM correctly, so TPTM stopped before it could ask for your permission. Nothing was connected and nothing in TPTM changed. The Reason line on the page says in plain words what went wrong — for example, the app did not answer in time or sent incomplete details.

Go back to the AI app, make sure it is up to date, and start the connection again. If it happens again, copy the Reference for support code from the page and send it to TPTM support — they can see the details on their side.

Connecting an app you have already connected in the same organization updates the existing connector with the access you approve this time — it does not add a second one. This is also how an assistant asks for more access: it sends you back to the Connect … to TPTM page with the extra category preselected, and nothing changes until you click Approve.

No. Changing access or revoking a connector only affects the assistant's next request onward. Anything it already changed in TPTM stays, just as if you had made the change yourself. Review the affected lot or task and correct it in TPTM if needed.