What is AI Assist?
Boatyard's AI Assist is a powerful tool designed to enhance your experience as a marine service provider by simplifying the way you track work and communicate with your customers. This innovative feature is available exclusively in the Boatyard Pro mobile app, and it can be used within various sections, including order notes, job notes, and time tracking notes.
In this guide, we'll explore the reasons why you'd want to use AI Assist and provide step-by-step instructions on how to use it effectively.
Why Use AI Assist?
AI Assist offers several compelling reasons to incorporate it into your workflow:
Professional Communication:
AI Assist transforms your raw job notes, time tracking entries, and other order notes into polished, professional communications suitable for sharing with customers. It corrects grammar and spelling errors, refines your text, and even offers language translation capabilities.
Efficiency:
With AI Assist, you can quickly document updates and work details by using voice-to-text functionality or typing. This streamlines your communication process and saves you time, reducing the need for manual editing.
Enhanced Customer Communication:
AI Assist allows you to share updates and information with customers promptly. Instantly polished notes can be sent to your customers, ensuring they receive clear and professional communication.
Accuracy:
The tool helps maintain accuracy in your communications, reducing the risk of miscommunication or misunderstandings between you and your customers.
Step-by-Step Guide to Using AI Assist
Open the Boatyard Pro App.
Ensure that you have the Boatyard Pro app installed on your mobile device, and then log in to your Boatyard account.
Access the Relevant Section.
Ai Assist can be used in three key places:
Notes on orders
Notes on jobs
Time tracking submissions.
Create your new entry.
Create a new time-tracking entry, job note, or order note where you want to add information.
Add your note.
You can input information manually by typing it into the text box, or you can use voice-to-text functionality if available on your device for faster input.
💡Hint: You can enter your note in any language and then use the AI Assist feature to translate the note into English.
Apply AI Assist.
Once you've entered the information you want to share, look for the "AI Assist" button within the note or entry interface. Click on the "AI Assist" button, and the text you've entered will be instantly transformed by the AI. Grammar, spelling, and language will be polished for a professional finish. The AI Assist will also translate any text into English.
Review the Transformed Text.
Take a moment to review the transformed text. If you're satisfied with the changes, proceed to share it with your customers. If you prefer your original entry or want to make further edits, you can click the "Revert to Original" option to go back to your initial input.
Boatyard's AI Assist is a valuable tool that can streamline your communication processes, enhance customer interactions, and save you time. By following these step-by-step instructions, you'll be able to use AI Assist effectively in the Boatyard Pro app.
If you require further assistance or wish to schedule a training call, simply message our team in the chat box to the right, or schedule an in-depth training call with us here.