EventR AI Inbox: Difference between revisions
No edit summary |
No edit summary |
||
| Line 7: | Line 7: | ||
You can then create a new 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]] | ||
After a few seconds, you should see a little robot icon appear on the new expense entry. | After a few seconds, you should see a little robot icon appear on the new expense entry. | ||
[[File:EXPENSE 5.jpg|center|thumb|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". | 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". | ||
[[File:EXPENSE 6.jpg|center|thumb|AI Expense Review]] | |||
You should now see your fully filled-out expense. Tap "Done" to finalise the changes. | You should now see your fully filled-out expense. Tap "Done" to finalise the changes. | ||
Revision as of 10:58, 28 April 2026
The EventR platform features integration with AI technology, to make managing your events, costs, and itineraries easier and more hassle-free.
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.
<IMAGE HERE>
You can then create a new 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.
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".
You should now see your fully filled-out expense. Tap "Done" to finalise the changes.
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.
To get started, click the "Forward Your Bookings" button on the top right.
<IMAGE HERE>
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:
- XLS/XLSX
- DOC/DOX
- PPTX/PPT
- CSV
- TXT
- HTML
- XML
- EML
- JPG
- PNG
- BMP
<IMAGE HERE>
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.
<IMAGE HERE>
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".
<IMAGE HERE>