Create a request with the magic wand

The WAY‑Plan magic wand prepares a booking request from free text. It reduces re-entry, but does not replace your review: check the suggested information before creating the record and job.

Where can I open the magic wand?

• From the top bar: click the icon between the bell and the basket.
• From a record: use “Add a job (AI)” to keep the customer context.
• From “Customer request”: analyse the text already entered.

Prepare the request

1. Paste the customer message, your notes or the transport programme into the text area.
2. Click “Analyse”.
3. Review the suggested contact, billing customer, locations, vehicle type and service type.
4. Select “Create a record” or “Add to record”.
5. Open the job and complete any details that still need to be specified.

Information to check

• full date, time and, where necessary, time zone;
• pick-up, destination and intermediate stops;
• passengers, children and luggage;
• required vehicle and service;
• billing customer, organising contact and passengers;
• amount, currency, references and operating instructions.

Remember: a request prepared by AI is not yet a confirmed job. Also review suggested contacts and locations before creating new records to reduce duplicates.

Text written in French or English can be analysed. Missing or ambiguous information must always be confirmed with the customer.