🤖AI Assistant (Beta)
Create quotes using natural language conversation.
Beta Feature — The AI Assistant is currently in beta testing. Features may change, and occasional unexpected behavior may occur. We'd love your feedback!
The AI Assistant lets you create quotes by simply describing what you need in plain English. No forms to fill out — just tell it what you want.
Getting Started
Opening the AI Assistant
From the Dashboard, find the AI Assistant (Beta) card
Click Open Chat
A chat window opens on the right side of your screen
Your First Conversation
The AI Assistant greets you with example prompts to get started. Try something like:
"Quote from KLAX to KSEA on February 15 at 9am"
The Assistant will:
Parse the airports, date, and time
Check which aircraft in your fleet can make the trip
Generate a quote estimate
Ask if you'd like to proceed
What You Can Ask
Quote Creation
The most common use case — describe a flight and get a quote:
"Quote from KLAX to KSEA on March 1 at 10am"
Creates a one-way quote
"Round trip Sydney to Melbourne tomorrow"
Creates a return flight quote
"Quote JFK to MIA for 4 passengers"
Includes passenger count
"Multi-leg: LAX → SFO → SEA next Monday"
Creates multi-stop itinerary
Fleet Questions
Ask about your aircraft capabilities:
"What aircraft can fly more than 2000nm?"
Lists capable aircraft
"Which aircraft is available on Friday?"
Checks fleet availability
"Show me aircraft that seat 6 or more"
Filters by capacity
Quick Information
Get fast answers about your operation:
"How far is it from Sydney to Brisbane?"
Distance calculation
"What's the flight time LAX to Vegas?"
Time estimate
Creating a Quote Step-by-Step
1. Describe the Flight
Type a natural description:
"I need a quote from Brisbane to Sydney on February 20th at 2pm for 3 passengers"
2. Review the Estimate
The AI will respond with:
Identified airports
Date and time
Suggested aircraft options
Estimated costs
3. Select Aircraft
If multiple aircraft can make the trip, you'll see options. Tell the AI which ones to include:
"Use the King Air and the Citation"
Or:
"Just the King Air"
4. Confirm Creation
Once you're happy, the AI will ask for confirmation before creating the quote. Reply:
"Yes, create the quote"
5. Quote Created
The AI provides a link to your new quote. Click to open it in the full quote editor.
Tips for Better Results
Be specific with dates and times — "Next Tuesday at 3pm" works better than "sometime next week"
Airport Codes vs. City Names
Both work, but airport codes are more precise:
✅ "YBBN to YSSY" — unambiguous
✅ "Brisbane to Sydney" — works, AI will ask if multiple airports
⚠️ "New York to LA" — may need clarification (JFK? LGA? EWR?)
Handling Ambiguity
If the AI isn't sure which airport you mean, it will ask. Just clarify:
AI: "Did you mean KJFK or KLGA for New York?" You: "JFK"
Date Formats
The AI understands various formats:
"February 15" or "Feb 15" or "15 Feb"
"Next Monday" or "this Friday"
"Tomorrow at 9am"
"In 2 weeks"
Contacts
When creating a quote, the AI may ask about the customer. You can:
Provide a name: "It's for John Smith"
Search contacts: "Look up Acme Corp"
Skip for now: "I'll add the contact later"
If the contact doesn't exist, the AI can create one for you.
Limitations (Beta)
While in beta, the AI Assistant has some limitations:
Complex pricing adjustments — For detailed cost editing, use the full quote editor
Document attachments — Add documents through the quote page after creation
Historical lookups — "Show me last month's quotes" isn't supported yet
Booking creation — Currently quotes only; convert to bookings through the quote page
Feedback
We're actively improving the AI Assistant. If you encounter issues or have suggestions:
Note what you asked and what went wrong
Contact support with your feedback
Your input helps us make it better!
📹 Video Coming Soon
Runsheet for Tom:
Open Dashboard, click "Open Chat" on AI Assistant card
Show the welcome message with example prompts
Type: "Quote from Brisbane to Sydney on February 20 at 2pm"
Show the AI parsing and suggesting aircraft
Select an aircraft option
Confirm quote creation
Click the link to show the created quote
Duration: ~2-3 minutes
Next Steps
Dashboard Overview — Back to Dashboard features
Quote Details — Working with quotes after creation
Aircraft Management — Configure your fleet for better AI suggestions
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