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Get more done with Tidio and Float integration

Answer who is available from Float, and staff the work a conversation just created.

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Integration availability depends on your Tidio plan.

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Category

Project Management

Integration availability depends on your Tidio plan.

Compare plans

Use cases

What you can do with Tidio and Float

Give a date you can keep

Float capacity answers when a job could realistically start, so a client is not told next week by somebody who cannot see the schedule.

Staff the new work

A project agreed in the conversation is created in Float with its dates, so the allocation happens while the details are fresh.

Find the right person

Roles and availability from Float show who could take the work, which is faster than asking three team leads in a group chat.

Notice the overload

When Float shows somebody allocated past their capacity, the warning reaches the inbox before another conversation adds to it.

Overview

Float knows who is booked, who is free and how much capacity is left. Those are the questions that hold up a promise to a client. Connected to Tidio through Zapier or the Tidio API, the chat can answer from the schedule, so somebody asking when work could start gets a real date. New work agreed in a conversation is created in Float, and time off recorded there keeps the answers honest.

Key features

  • Answer when work can start using the capacity Float actually shows
  • Create the project so a Float schedule follows the conversation that won it
  • Check who is free before committing a person to a date
  • Respect time off since Float already knows who is away
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Float

Project Management

Tags

  • Project Management

  • Team Collaboration

How it works

Connect Float in minutes

  1. 1

    Connect Tidio and Float

    Link them with Zapier or the Tidio API and choose which Float people, projects and allocation data the chat may read or write.

  2. 2

    Decide what gets created

    Map conversations to Float projects, allocations and time off entries, and set who can create them.

  3. 3

    Plan from one schedule

    Float keeps the resourcing, and the chat answers and feeds it.

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Frequently asked questions

Common questions about the Float integration

Can the chat book somebody's time?

It can create the allocation you allow. Most teams let a conversation create the project and a placeholder in Float, and leave the final assignment to a manager.

Is capacity data safe to use in a customer chat?

Share the outcome rather than the schedule. The chat can say when work could start without exposing who is doing what, which is what Float is for internally.

Is the Float integration available on my plan?

Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Float integration.