AI Assistant: what you can ask
You will know what the assistant can do for certain, how a request becomes a booking, where the review step sits, and which other requests depend on your plan.
AI › AI Assistant is a chat screen. You type a request in the Message AI Assistant… box, the assistant replies with what it understood and what it proposes, and you confirm before anything is saved. New chat starts a fresh conversation. It is built for two things: writing bookings without the form, and watching your data for gaps.
What it does
Ask | Example wording | What you get |
|---|---|---|
Create a booking | "New booking for the customer, pickup tomorrow from the plant to the port, one container, a tipper." | A draft booking with Paying Customer, PickUp Date, Dropoff Date, addresses, Container Nos and vehicle filled in; you review and it posts with the next LR number. |
Update a booking | "Set the dropoff on LR number so-and-so to Friday and change the driver." | The proposed change shown field by field; you confirm and the booking is updated. |
Autopilot: find gaps | Runs after an import, or ask "What is unbilled this month?" | A list of trips without an invoice and other gaps it noticed, each linking to the booking. |
The review step
- The assistant never posts straight from your sentence. It shows the booking or the change as it would be saved, with the matched customer, vehicle and driver named.
- If a name is ambiguous (two customers with similar names, a vehicle number mistyped), it asks instead of guessing.
- Confirm saves the record exactly as shown. The result is an ordinary booking under Bookings, with Created by set to you.
- Decline or edit your request and it drafts again; nothing was saved.
Where your plan may add more
The website describes further requests: finding bookings by customer or date, assigning vehicles to pending trips, updating delivery status and listing pending actions. These were not visible on the screen walked in November 2026, so treat them as available on some plans; try the request, and the assistant will say if it cannot do it yet.
Getting good results
- Use the names as they are in the app: the customer name on the record, the vehicle number as registered, the driver’s name as on the Drivers screen.
- Give dates as dates ("12 March", "next Monday") rather than "soon".
- One booking per message. For a batch, use AI Data Import.
- Keep money on the form: freight and adjustments are set on Add Amounts after the booking exists.
Need Help?
Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.