WAY-Plan 1.43 release notes — AI-assisted creation and email requests

WAY-Plan version 1.43 introduces new AI-assisted creation tools. From free text or a received email, prepare your booking requests while reducing the need to re-enter information. This version also makes it easier to identify drivers in the schedule and Visualimo.

AI-assisted creation

WAY-Plan can analyse a transport request and prepare a booking request with the recognised information: dates, times, addresses and passengers.

You remain in control at every stage: review the information, complete the necessary details and validate the creation of the record. No job is created without your validation.

The magic wand: start with free text

A customer message, notes taken over the phone or a stay programme can be used as the starting point for a booking. Paste your text into the “Create a job with AI” window, then click “Analyse”. Requests written in English can also be analysed.

The magic wand is available from several locations:

• The top bar: the icon is located between the bell and the basket.
• A record: the “Add a job (AI)” button allows you to prepare a new request using the customer from the record.
• The “Customer request” section: the wand allows you to analyse the text already entered directly.

After the analysis, select the contact and customer, check the addresses and select the vehicle type and service type. Then validate with “Create a record” or “Add to record”, depending on the selected record.

Before proceeding, check the dates, times, addresses, passengers, luggage and forms of address. Adjustments to times, the number of passengers or luggage are made in the job after the record has been created.

Booking requests received by email

WAY-Plan can also analyse transport request emails and prepare bookings for your team to review. Two reception methods are available:

• A personalised email address for each customer contact: the contact forwards their requests to this address or copies it into their correspondence. It can be activated from their profile using “Activate the waymail address”, or from the “AI” tab in their customer area.
• Your company’s mailbox: an administrator can link it from the MAILS menu, under “Mailboxes for AI processing”. Only emails received after activation are analysed.

When a new transport request is recognised, WAY-Plan prepares a booking request. You can open it from the email or from the basket, under “Customers”, in the “Online quotes: Email” tab.

The original email remains visible during the review. This allows you to compare the message with the prepared information and choose whether to copy its text into the customer request, internal note or driver note.

You remain in control of changes and cancellations: when an email requests a change to an existing journey, an operator alert is created. You can review the message and make the change yourself to the relevant job.

An explorer for tracking email processing

The MAILS > Email explorer — jobs by email menu allows you to find received messages and track their processing.

A label indicates the nature of the message or the stage of its analysis:

• Pending: the message is awaiting analysis.
• Job: a booking request has been prepared.
• Operator alert: the message requires action from your team.
• No job: no new transport request has been identified.
• Analysis failed: the message requires manual processing.

If a request appears to have already been received, a “Likely duplicate of DEM …” banner invites you to review the existing request before creating a record.

After finishing processing a message, click “Mark as processed”. This action is separate from creating the record. The history allows you to find the user who processed the email.

Driver tracking in the schedule and Visualimo

Visual identification by contract type

A colour can be defined for each contract type to make it easier to identify the relevant drivers, such as those in a probationary period.

This colour is displayed on the driver’s name in the schedule and in the list of drivers in Visualimo.

Useful information available on hover

Hovering over the driver’s name displays a tooltip containing the available information:

• telephone number;
• contract type;
• contract start and end dates;
• the comment associated with the contract.

This gives you access to the driver’s context without leaving your working view.

Summary of changes

For any questions about these features or setting them up on your account, you can contact support at support@waynium.com or via WhatsApp on +33 9 71 07 11 29.