Design study · Trackable roadmap

Ask the fleet

Components for an AI assistant that answers questions about a solar fleet and shows the evidence behind every claim.

Trackable checks what a solar fleet actually did, independent of the monitoring platform that reports on it. Its roadmap adds an embedded chat and SMS, so an asset manager can ask a plain question and get an answer they can check.

This page is the component set for that chat. It hasn’t shipped. The chat below is live and works with a keyboard, but it only answers the suggested questions.

SAMPLE DATA. Sites, dates and figures are illustrative, not findings from a real fleet.

The assembled chat

Two questions are already answered. Ask one of the suggestions, open a citation to see the records behind a claim, change the scope, or export the record.

Ask the fleetSample Fleet · 12 sites · 14.6 MW
Sample data
    ENTER TO ASK · SHIFT+ENTER FOR A NEW LINE

    Where the pattern comes from

    I’ve designed this assistant before. FranchisePro, RealtyView and a behavioral health practice dashboard each have an assistant inside the product that answers questions, raises alerts and makes recommendations from the client’s own documents and data. Trackable keeps that pattern and adds the evidence.

    FranchisePro dashboard in dark navy: AI analysis and alert cards with actions such as Implement and Dismiss, a financial snapshot, and an AI analyst panel with suggested questions like Peak Sales Times and Staffing Forecast.
    FranchisePro assistant on a phone: a weekly reconciliation alert for one store showing a $912.55 gap between receipts and deposits, with buttons to save the KPI, explore it in another store or adjust parameters, and an Ask a question box.

    FranchisePro

    For franchise owners · Ran for one franchisee, saving 30+ hours a month · assistant prototyped

    Grounded in the owner’s specific franchise agreement and their operational data. Recommendation cards end in an action (Implement, Review, Dismiss), suggested questions sit under the assistant, and on the phone an alert opens into the evidence and three ways to follow up.

    RealtyView portfolio overview: an AI market intelligence banner with three insights, portfolio value, occupancy and revenue, alerts and recommendations, and an AI assistant entry point.
    RealtyView For real estate investors · Prototype with working data
    The same assistant working from a property portfolio: daily insights up top, alerts and recommendations that each end in an action, and a way to ask a question from anywhere.
    Behavioral health practice dashboard in warm neutrals: an Ask your question bar, a written briefing on provider capacity and service mix, and revenue, patient and appointment trends.
    Behavioral health For practice leadership · Prototype with working data
    Triage for a practice: a written briefing on what changed and what to prioritize. It runs on the same platform architecture as FranchisePro: the same navigation, ask bar, briefing and cards, themed for a clinic in warm neutrals instead of dark navy.

    What repeats across all four

    • A written briefing first: what changed and what needs attention.
    • Alerts that end in an action, never just a number.
    • Suggested questions, so nobody starts at a blank box.
    • A way to ask from every screen.

    What Trackable adds

    • The evidence behind every claim, one click away.
    • Verdicts that say how sure the answer is.
    • An answer that says plainly what the data cannot show.

    Verdict badges

    Each claim in an answer carries a verdict. The verdict is a written label. Color and shape back it up, so the four states stay distinct in grayscale, for color-blind readers and in the dark theme.

    BadgeMeansUse when
    VerifiedTwo independent records agree.Trackable's sensor and the revenue meter match within tolerance.
    Attributed · UtilityThe cause is assigned, with the side of the meter named.Bus-state evidence places the fault on the utility or the site side.
    Not in site recordTrackable saw it, and the monitoring platform did not log it.The gap Trackable exists to find, so it is always shown at full weight.
    PendingEvidence is still arriving or under review.Data from the last 24 hours, or a record awaiting a second source.

    Composer states

    Each state says in words what is happening and what to do next.

    Empty

    Ask about a site, a day or an eventAsk

    Ask is disabled until there is a question. Suggestions sit above it, so a new user never faces a blank box.

    Ready

    Why was Site 07 down on June 14?Ask

    Enter asks. Shift and Enter adds a line. The box grows to five lines, then scrolls.

    Answering

    Answering about Site 07…Stop

    Ask becomes Stop. A stopped answer stays on screen, marked as incomplete, and is never quietly finished.

    Offline

    OFFLINE. Your question will send when you reconnect.

    Which sites underperformed…Ask

    Typing still works. The question is held, not lost, and the banner says so.

    No data yet

    Site 12 has no Trackable sensor yetAsk

    When the scope has nothing independent to check, the composer says why instead of answering from the platform's own data.

    Scope

    SCOPE: Whole fleet ▾

    Scope is always visible, so an answer about one site is never mistaken for an answer about the fleet.

    Evidence and SMS

    Evidence row

    Record ID, what was observed, where it came from and when, and its verdict. The same row appears in the side panel, the export and the SMS reference line.

    The same answer by SMS

    Same answer, same verdicts, written for a text message. Evidence becomes a reference line and a link to the full record.

    How an answer is written

    These rules go to Claude as standing instructions along with the components, because the writing is part of the design.

    1. 01The first sentence answers the question. Context comes after.
    2. 02Every factual claim cites at least one evidence record. A claim with no record does not go in.
    3. 03Say what was observed and what was inferred, and keep them apart.
    4. 04When the data cannot answer the question, say so, say why, and say what would. Never fill the gap from the monitoring platform alone.
    5. 05Times carry the site's time zone. Energy carries units. Estimates say what they were estimated from.
    6. 06Verdicts are words. Color and shape support them and never replace them.
    7. 07The SMS version keeps the answer and the verdicts, drops the prose, and fits in two messages.

    Open questions

    The page passes the same automated check as the site design system, with its own token file: every required color pairing in both themes, and no colors written outside the tokens.

    More work

    One system, many sites: one core design system, from seven airports on one platform to client sites built with Claude.

    All selected work

    Start here

    Tell us what you want fixed, explained or built. A short first conversation is usually enough to know whether we are the right people for it.

    james@prolevity.ai

    Evidence

    Export the record

    The record bundles the question, the answer and every cited evidence row, with a signature so it can be checked later. In this study the signature is a placeholder.

      Format