PlanDocket

AI Features

Use artificial intelligence to accelerate recurring tasks.

PlanDocket offers AI-powered features that assist with creating content, templates, and calculations. All AI features require the AI feature flag to be enabled in settings.

AI CMS Page Generation

Automatically generate page content with AI:

  • Describe Content - Enter a brief description of the page content you need (e.g., "Information page about our trade show with directions and parking options")
  • Generate Text - AI creates complete page text with headings, paragraphs, and calls to action
  • Customize Content - Review and edit the generated text in the CMS editor
  • Choose Language - Generate text in German or English

AI Document Templates

Create document templates with AI assistance:

  • Choose Template Type - Specify the type of template (contract, confirmation, invoice, badge, etc.)
  • Describe Requirements - Describe the content and purpose of the template
  • Generate Template - AI creates an HTML template with appropriate placeholders
  • Placeholder Integration - Generated templates automatically include the correct placeholders ({{company_name}}, {{event_name}}, etc.)

AI Formula Assistant

Create formulas using natural language:

  • Describe Calculation - Describe in your own words what needs to be calculated
  • Generate Formula - AI creates the mathematical formula expression with correct syntax
  • Map Variables - AI suggests matching variables from your fields and data
  • Validate Formula - Test the generated formula directly with sample values

AI Onboarding Assistant

Initial setup with AI assistance:

  • Specify Industry - Describe your event type and industry
  • Receive Suggestions - AI suggests appropriate categories, forms, and settings
  • Apply Configuration - Adopt suggested settings directly or customize them
  • Import Templates - Automatically import industry-specific preset templates

Tips

  • AI-generated content is always a suggestion - review and adapt it to your needs
  • The more detailed your description, the better the result
  • The AI onboarding assistant is particularly helpful for initial setup of new tenants
  • All AI features require the AI feature flag to be enabled in settings

Notes

  • AI features use external AI models - sensitive data is not included in prompts
  • Result quality depends on the accuracy of your description
  • AI-generated templates and formulas should be tested before production use
Esc to close