What the AI co-pilot does
The co-pilot reads your messages and identifies planning information within them. When you say something like “We’re expecting around 300 attendees, mostly senior marketing professionals, at a hotel in Munich in October”, the AI extracts multiple structured values — expected attendance, audience profile, venue type, location, and timing — and proposes updates to the corresponding fields in your Smart Form. The AI never silently changes your plan. Every proposed update appears as a suggestion that you review and confirm before it becomes part of your confirmed event record.The AI co-pilot requires an active connection to process new messages. If the AI is unavailable, you can continue editing all fields manually — your planning data is never locked behind AI availability.
Two planning modes
You choose how the AI engages with you by selecting a planning mode. You can set a default in your profile or switch modes at any time using the toggle in the chat bar.Guided mode
The AI works through your event one topic at a time, asking a single focused question before moving on. This mode is best when you’re starting from scratch or prefer a structured walkthrough.
- Questions adapt to what you’ve already filled in
- Slower pace, but nothing gets missed
- Useful for less familiar event types
Expert mode
The AI extracts as much information as possible from whatever you share, then summarizes what it found and highlights the 3–5 most important gaps still remaining. This mode is best when you have a lot of detail to get down quickly.
- Processes large amounts of information at once
- Proactively applies industry defaults where information is missing
- Higher confidence inferences from context
Setting your default mode
Your planning mode preference is saved to your profile. You have three options:- Always ask — a mode selection prompt appears each time you open an event
- Guided — always start in guided mode
- Expert — always start in expert mode
How the AI proposes changes
After processing your message, the AI returns a response in two parts: a conversational reply in the chat, and a set of proposed field updates applied to your Smart Form. Each proposed update carries a confidence level based on how clearly the information was stated. You review proposals directly in the form. Fields with AI-suggested values show a confidence indicator and action buttons. You confirm what’s correct, reject what isn’t, or defer decisions you’re not ready to make.The AI can only ever propose values with an inferred confidence state. It can never mark a field as confirmed — only you can do that.
When AI suggestions conflict with confirmed fields
Once you confirm a field, that value is locked in your confirmation history and cannot be overwritten — not even by the AI. If the AI later extracts information that contradicts a confirmed value, it does not replace your answer. Instead, it presents the new suggestion as an alternative value alongside your confirmed one. You’ll see a conflict indicator on the affected field with two options:- Keep your confirmed value
- Switch to the AI’s suggested value (which then becomes the new confirmed value)
