Planner Assistant (powered by Air Intelligence)
Public Beta Release
Here's some information to get you started with our latest Air Intelligence AI-powered feature, the Planner Assistant (inside EventsAir).
This feature is in the beta phase - we'll keep you updated with changes and improvements.
Beta use is free. Test it out!
After October 1, you'll be allocated usage credits as part of your EventsAir subscription.
If you hit your limit, we'll let you know and you can pre-purchase more credits.
What is Planner Assistant?
Planner Assistant is EventsAir's built-in conversational interface (for you, the event planner), responding to your questions, helping you analyze relevant data, and offering guidance when requested.
Ask about sessions, registrations, attendee data and more, in plain language. Find out which registration types or regions are your star performers without needing to run a report. Ask for recommendations grounded in event industry best practice.
And when you're ready to act on the latest information, you can, just by asking! Your Planner Assistant can make changes to sessions for you, with more capabilities coming soon.
How do I start using Planner Assistant?
Click the "Assistant" icon at the top right of EventsAir.
[Talk to your Account Manager if you can't see this.]
After clicking "Get Started" on the Welcome Screen (see more information below), the Planner Assistant chat window opens.
How do I select an event to ask questions about?
By default, the first time you open Planner Assistant, the selected event (mentioned by the assistant) is the first one listed in your EventsAir environment.
You can easily switch to a different event at the top of the screen.
You can also name a specific event in the conversation window, (or two events, if you want Planner Assistant to compare them).
(You'll only be able to see events you have access to, based on your EventsAir user permissions, event access settings, and Office, if relevant.)
The Planner Assistant will respond to your conversation/questions in the center panel.
You can open and close the the left-hand (charts and dashboard) panel using the hamburger menu, top left.
What information can it help me with?
All the data in your event is available, although currently this doesn't include some externally-linked data (such as OnAir analytics and Attendee Assistant responses).
You Planner Assistant can even analyze and graph survey responses!
In the left-hand panel, you can see and share reports or charts you've created (and those your colleagues using EventsAir have created, if they've also shared them).
Have you got any particular tips?
We've put together a playbook to give you some ideas and suggestions - you can download it here.
How do I save a report or chart?
To save chart/report, just say "save this as a report" after getting a response (or ask the Planner Assistant to do this as part of the response).
You can use Planner Assistant's "Dashboard" feature to add charts to your personalized Planner Assistant Dashboard, and decide when you want to share them with others.
What other features should I know about?
In the top right, you can access Settings, Deleted Reports, and sign out of the Planner Assistant (you'll stay signed-in to EventsAir) - cog icon, trash icon, log-out icon.
The Settings (cog icon) option lets you:
Toggle on or off the "see tools" option (to see how the information was sourced);
Refresh data.
Can I just keep chatting?
Like all AI tools, there's a limit to how much data can be retained in one conversation. If the Planner Assistant 'forgets' information from earlier in the chat, you can just remind it, but you may also want to use "Start a new chat", top right of center panel. The Planner Assistant will retain memories of previous saved reports, so save reports as you go.
How do I make a suggestion?
You can just mention it in your conversation; if something doesn't seem to working the way it should, just mention it directly in the conversation window.
Other tips
Chat results are currently capped at 50 rows — so you're not flooded with raw data. For large data sets you'll see groups and summaries to make information more meaningful. Your saved reports aren’t capped.
If the question is too broad or complex, the Planner Assistant may suggest breaking it down into smaller parts, or creating a more specific query. You can also try to do this yourself if the Assistant doesn’t prompt you.
Welcome Screen
The first time you open Planner Assistant, you'll see a welcome screen with general information. (Note, the information may vary slightly from what you see in the screenshot below.)
This information covers:
Public Beta Release information - Some features are still being built.
Pricing - There's no charge for beta release usage; final pricing for this feature when we move beyond beta release is yet to be determined.
When costs do apply (after October 1), an allocation of credits will be included as part of your EventsAir plan. You can't "accidentally" use too many credits, because if you hit the limit, we'll pause access until you can authorize the purchase of more.
Data & Privacy - While we record your chats with Planner Assistant to help us improve this feature. Your event and customer data remains within your EventsAir account and is handled in accordance with our security and privacy policies.
There are also tips on using this feature (also listed earlier in this article).
Clicking the "Get started" button indicates your acceptance of these conditions.
Reviewing answers and information
Like all AI tools, Planner Assistant may occasionally make mistakes. Apply discretion and common sense when reviewing data and recommendations. You can opt out of using Planner Assistant if you'd like to. New features are coming soon!