Jump to content

EventR AI Inbox: Difference between revisions

From EventR Wiki
Added images for the AI Inbox.
Judym (talk | contribs)
mNo edit summary
Line 1: Line 1:
The EventR platform features integration with AI technology, to make managing your events, costs, and itineraries easier and more hassle-free.
== Overview ==
The EventR platform features integration with AI technology, to make managing your events, costs, and itineraries easier and more hassle-free.On the EventR Team App '''''expenses''''' can be added by  just taking a photo of the receipt and the Ai handles the rest.In the EventR Coordinator an itinerary can be populated by the '''''forwarding the bookings'''.''


=== EventR Team App ===
=== EventR Team App ===
Within the EventR Team App as an itinerary member, you can create an expense with the button in the upper left of the screen.
Within the EventR Team App as an itinerary member, you can create an expense with the '''dollar''<nowiki/>' sign button in the upper left of the screen.
[[File:EXPENSE 1.jpg|center|thumb]]
[[File:EXPENSE 1.jpg|center|thumb]]


 
To add an expense, and take a photograph or screenshot of a receipt or other expense-indicating document. Then, tap "Done".
 
You can then create a new expense, and take a photograph or screenshot of a receipt or other expense-indicating document. Then, tap "Done".
[[File:Edit Expense.png|center|thumb]]  
[[File:Edit Expense.png|center|thumb]]  


Line 19: Line 18:


=== EventR Coordinator Hub ===
=== EventR Coordinator Hub ===
Within the EventR Coordinator Hub, you have access to more powerful AI tools, as long as you are an Enterprise-tier organization or higher. You have access to the AI Inbox, which allows you to send emails containing itinerary-relevant documents to a given address, view AI-suggested itinerary items created based on those documents, and add them seamlessly to your itinerary.
In EventR Coordinator Hub, you have access to more powerful AI tools, as long as you are Standard plan or higher. You have access to the AI Inbox, which allows you to send emails containing itinerary-relevant documents to a provided '''eventr-bookings''' email , view AI-suggested itinerary items created based on those documents, and add them seamlessly to your itinerary.


To get started, click the "Forward Your Bookings" button on the top right.
To get started, click the "Forward Your Bookings" button on the top right.
[[File:Eventr-ai-forward.png|alt=Picture showing the AI Inbox, and where on the inbox the 'Forward Your Bookings' button can be found.|center|thumb|935x935px|You can also find this button on other pages, specifically those that allow you to view or add new itinerary items.]]
[[File:Eventr-ai-forward.png|alt=Picture showing the AI Inbox, and where on the inbox the 'Forward Your Bookings' button can be found.|center|thumb|935x935px|You can also find this button on other pages, specifically those that allow you to view or add new itinerary items.]]
Ensure you have the correct itinerary selected. Copy the address shown, and send or forward an email to that given address. Note that the supported file types in email attachments are:
Ensure you have the correct itinerary selected. Copy the eventr-booking email address shown.Open your mail box and send or forward your bookings to the copies email address. Note that the supported file types in email attachments are:


* PDF
* PDF

Revision as of 08:19, 29 May 2026

Overview

The EventR platform features integration with AI technology, to make managing your events, costs, and itineraries easier and more hassle-free.On the EventR Team App expenses can be added by just taking a photo of the receipt and the Ai handles the rest.In the EventR Coordinator an itinerary can be populated by the forwarding the bookings.

EventR Team App

Within the EventR Team App as an itinerary member, you can create an expense with the 'dollar' sign button in the upper left of the screen.

To add an expense, and take a photograph or screenshot of a receipt or other expense-indicating document. Then, tap "Done".

After a few seconds, you should see a little robot icon appear on the new expense entry.

Expense card with AI Bobbin

Tapping the entry will open the AI Expense Review panel, where it shows the suggested changes created by our AI, and asks if you would like to make the changes. Tap "Yes".

AI Expense Review

You should now see your fully filled-out expense. Tap "Done" to finalise the changes.

EventR Coordinator Hub

In EventR Coordinator Hub, you have access to more powerful AI tools, as long as you are Standard plan or higher. You have access to the AI Inbox, which allows you to send emails containing itinerary-relevant documents to a provided eventr-bookings email , view AI-suggested itinerary items created based on those documents, and add them seamlessly to your itinerary.

To get started, click the "Forward Your Bookings" button on the top right.

Picture showing the AI Inbox, and where on the inbox the 'Forward Your Bookings' button can be found.
You can also find this button on other pages, specifically those that allow you to view or add new itinerary items.

Ensure you have the correct itinerary selected. Copy the eventr-booking email address shown.Open your mail box and send or forward your bookings to the copies email address. Note that the supported file types in email attachments are:

  • PDF
  • XLS/XLSX
  • DOC/DOX
  • PPTX/PPT
  • CSV
  • TXT
  • HTML
  • XML
  • EML
  • JPG
  • PNG
  • BMP
Image showing the Forward Your Bookings popup.
Make sure the correct itinerary is selected before copying the email address, as each address is unique to each itinerary.

Head to the AI Inbox page, found by clicking the button on the left sidebar. Here, you can view all of the emails you've sent to be reviewed for your itinerary, their status in being checked, and the itinerary items that have been suggested for those that are completed. Each email also shows a summary of changes.

An image showing a new email and itinerary item in the AI Inbox.
You can use the checkboxes on the left of emails or their section items to perform deletion or archive operations on multiple items at once.

Click the "+" button on any suggested itinerary item to add it to your itinerary. Make sure to double-check all the information is correct, and make any edits needed. Then, click "Save".

An image showing a filled-out itinerary item from the AI Inbox.