AI actions Closed beta

Find learner records and prepare invoices with AI.

Describe the learner, appointment or invoice draft you want to work on in chat. The assistant uses your school’s existing functions to retrieve records and prepare actions; review the results and approve sensitive changes within your access permissions.

Find the relevant record with a specific question

When you need a student or appointment record, describe the task in the school’s assistant chat. For example, ask for one learner’s appointments during a named period. The assistant uses the available reading functions, and you check whether the result relates to the intended person and week. You then have a specific starting point for the next task. This requires existing records you are allowed to access and a sufficiently clear request. Resolve similar names or vague dates before turning an answer into a change to someone’s record.

Prepare a specific instructor assignment

A learner needs a different instructor assignment, and you want to handle it through the assistant. Identify the learner and intended instructor, then review the proposed assignment action. The assistant uses the existing instructor-assignment functions; required approvals and your access permissions still apply. Afterwards, check the result on the relevant student record. Both people need to be identified clearly. This task changes an assignment in the student context; it does not promise that appointments already scheduled with another instructor will automatically be moved or that a replacement timetable has been arranged.

Prepare an invoice draft for your team to review

For example, you want to prepare an invoice for recorded services. The assistant can use the available invoice tools to prepare a draft. Review the recipient, included services and invoice details before proceeding. The task produces a draft you can check, rather than general advice about writing an invoice. Sensitive follow-up actions require the relevant approval. During Closed Beta onboarding, you discuss the scope available for your school. Suitable service records and permission to use the invoicing workflow are prerequisites; the assistant does not independently resolve disputed services or decide their tax treatment.

Frequently asked questions

Can the assistant change a learner’s instructor assignment?

Yes. You can ask the assistant to assign a learner to an instructor. Check both people and the proposed change, provide the required approval and review the result. This does not automatically reschedule existing appointments.

Is a learner’s booking request already a confirmed appointment?

No. A booking request must be accepted or declined through the intended workflow. An assistant answer about a request does not itself accept it.

How do we get access?

Driving school management is in closed beta. Apply with your school; scope, setup and admission are discussed. No immediate access.

Help shape the management beta.

We discuss scope, setup and conditions before arranging participation. Applying does not activate access.