AI features explained
You will know what each of the three AI tools does, which one to open for Excel files, driver photos or a plain-language request, and the one rule they share: nothing is saved until you confirm.
The AI menu has three screens. AI Data Import reads an Excel file and turns rows into bookings, vehicles, customers, fuel entries and other records. AI Inbox collects the photos and documents drivers send from the mobile app or WhatsApp, works out what each one is, and offers to attach or create the right record. AI Assistant is a chat where you ask for bookings to be created or updated in plain language.
They share one design: the AI prepares, you review, and only then does anything post. Every screen shows you the result before you click Confirm, Approve or the equivalent.
Which tool for which job
You have | Open | What happens |
|---|---|---|
A spreadsheet of bookings, vehicles, customers, suppliers, drivers, expenses, bank or fuel entries | AI › AI Data Import | Columns are mapped to fields, each row is marked ready, needs review or invalid, and you Confirm to save. |
POD photos, a fuel receipt or a vehicle document sent by a driver | AI › AI Inbox | The item is read, matched to a booking or vehicle, and waits in To review for Approve or Review & create document. |
A request in words, such as a new booking or a change to an LR | AI › AI Assistant | The assistant drafts the booking or the change and shows it for review before it posts. |
A nagging doubt about unbilled work | AI › AI Assistant | Autopilot checks your data for unbilled trips and other gaps after an import. |
How they connect to the rest of the app
- Records created by AI Data Import are ordinary records: a booking imported this way looks the same under Bookings as one typed by hand, and shows in every report.
- A POD approved from the AI Inbox lands in the booking’s Pod Info and sets the POD Uploaded Date; a fuel receipt becomes a Fuel Tracking entry; a vehicle document goes to Document Tracking.
- A booking created in the AI Assistant posts with the next LR number from Settings › Invoice Settings like any other.
- The AI menu shows an unread badge for the AI Inbox, so a new POD is visible without opening the screen.
Who can use them
Access follows the role set under Users. If a user can create bookings, they can create them through the assistant or the import; the AI tools do not add rights a user does not already have. Review every list before confirming: the AI is good at reading, but you know your customers and vehicles.
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.