This feature is currently being rolled out across Float. If you don’t see it in your account yet, it will be available to your team in the coming weeks—stay tuned!
Smart insights automatically build and maintain expertise and industry profiles for each person on your team using real project and client history in Float. You can think of Smart insights as experience tags - who knows what, who's worked where, who's the right fit.
Plan availability
Smart insights are available and enabled by default for teams on Pro and Enterprise plans.
Permissions
Access to view Smart insights depends on a person's access rights:
Account Owners and Admins can view and archive insights for everyone on the team,
Managers with the Add and edit people permission can view and archive insights for the people they manage, and view insights for others,
Managers with Add and manage projects permission can view their own insights and those of people they have access to,
Smart insights in people profiles
Smart Insights are shown in each person’s profile. To view them:
Go to the People page or open a person's profile from the Schedule.
Navigate to the Info tab.
Scroll to the Experience section.
View the insights in the Expertise and Industry Exposure sections.
Each section contains automatically generated experience tags ranked by recency. To get more details on how the insight was created, mouse over it.
Expertise
Represents the type of work a person has done (e.g. landing page design, brand identity systems).
Each tag includes supporting evidence from real project history.
Industry Exposure
Represents industries a person has worked in (e.g. luxury retail, automotive).
Derived from client history and their industries powered by smart insights.
How Smart insights work
Smart Insights are automatically generated using:
Project history - the work a person has been scheduled on, including their role and level of involvement,
Client history - the clients associated with those projects, used to determine industry exposure.
Insights are based primarily on your team's data in Float. For well-known clients, Float may use publicly available information to identify their industry or sector when that detail isn't already available in your account.
No manual input is required from team members. Insights are generated automatically and periodically updated to reflect completed projects, role changes, and other profile updates. New team members initially have empty profiles until they complete some project work. Insights improve as more project data is added to your team.
Why some team members may have no insights
Insights are generated from completed work, so empty or sparse profiles usually come down to one of these:
There isn't enough project history to generate reliable insights,
Their projects are still ongoing - insights are generated from completed work,
They're assigned to generic, ongoing projects (like "Admin" or "Team meetings") that don't provide meaningful expertise or industry signals.
📝Note: A project counts as "finished" based on its end date.
Best practices for accurate insights
The quality of insights depends on the quality of the underlying data. If your insights look thin or inaccurate, here's what you can do to improve quality:
Use clear, descriptive project names,
Make sure projects have a start and end date set,
Ensure projects are correctly linked to clients,
Keep client records accurate and up to date,
When possible, add a project description or a brief to the Notes field.
Invalidating an insight
If an insight is inaccurate or no longer relevant, you can archive it:
Click on the experience's action menu
Select Edit experience
Click on the insight
Select Archive
Once saved, the insight gets archived. You can still view it with Show archived experience.
Archived insights are separated by a line. They can be activated as needed.
📝Note: Editing the text of an insight directly is not available in the current version. If an insight is inaccurate, archive it.
Use cases
Smart insights are most useful when you're staffing a project and need to go beyond who's available to find who's the best fit. Some examples:
Staff for industry-specific expertise
Your team has just won a new client in the telecommunications industry. Instead of asking around, open the profiles of available team members to see who has worked with telecoms clients before — Float surfaces that history automatically.
Match a team member to a returning client
A client returns after several months away. Float shows which team members worked on their previous projects, even if the broader team has shifted since then, making it easier to maintain continuity in relationships.
Find the right person across your talent pool
Your go-to designer for e-commerce projects is already booked. Instead of defaulting to whoever comes to mind, check the Expertise across all designers on your team to see who has actually done comparable work.
Additional notes
The ability to search and filter by expertise or industry is currently not supported. We are planning to add it in the future.
Editing insights is not supported. Team members can invalidate inaccurate insights by archiving them, but they cannot manually add, edit, or delete insights.
To opt out of Smart insights for your company, the Account Owner can contact us at support@float.com. They can also opt your team back in at any time.