EventR AI Inbox

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 access eventR AI Inbox go to the coordinator left side and click on AI Inbox.This opens the Booking AI page seen below.

Forward Your Bookings

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

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

Make sure the correct itinerary is selected before copying the email address, as each address is unique to each itinerary.

Head back to the coordinator. A red dot on the Inbox AI icon on the sidebar indicated there is an unread email on the Booking AI page.

Go to Booking AI page.The Inbox tab displays all emails sent or forwarded to be reviewed for your itinerary.Inbox emails have status indicated by dots:

🟡 Pending
🟢 Successfully Completed
🔴 Has filed or 30 min time out.

Archive tab displayed archived emails.

Add booking to the itinerary

Each email has a summary displayed on hoovering on the email subject for successfully completed emails.Clicking on the subject also opens a summary overlay.In addition a successfully completed email will have number of booking counter and a downward chevron that displays a list of found bookings.

image indicating booking AI email booking counter and summary on hovering the email subject

Image showing email itinerary, email name and create button to add the booking to the itinerary

Click the "+" icon or the Create button on any suggested itinerary booking to add it to your itinerary.This should open the relevant section form. Make sure to double-check all the form information is correct, and make any edits needed. Then, click "Save".

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.