AI in enrutar

Issue Express

Issue Express creates a work order and, when appropriate, an appointment through a quick flow. It is available to every organization while Issue Express is enabled in AI settings.

Open it from the home quick actions and choose:

• Write: enter the title, customer, date, times and assignees in a compact form.
• Speak: select the board and record a voice note. enrutar extracts the details and shows a preview of the work order, appointment, customer and operators before creation.

When speech matches several customers or operators, the flow asks you to select the correct one. You can also choose among several phone numbers or addresses. Restricted Access users can use Issue Express without browsing the full customer portfolio: the work order is created for themselves and the office can add or correct the customer later.

Review in the full form

If your organization has required custom fields or you can access more than one board, Issue Express sends the draft to the full work order form before creation.

There you can review the extracted details, choose the board and complete the visible required fields. If you used a voice note, you do not need to record it again.

Work order creation by WhatsApp

After verifying your phone through WhatsApp from My account (Phone row), which links your number to your account, send text or voice notes to enrutar's WhatsApp number. Text messages sent within 30 seconds are processed together. If timing information is included, EVA can create an appointment in Planned status for review.

For Management and Full Access users:

• EVA links a customer only after a unique match by identifier, phone number, email address or exact name.
• With several matches, it creates the work order without a customer and shows EVA found several possible customers with a Link customer action.
• When a technician is named clearly, EVA can assign them to the work order and appointment; searches ignore accents.

For Restricted Access users, the work order and appointment are assigned only to that user. EVA does not search for customers or other employees, but preserves supplied address, phone and email details for office review.

EVA adds a comment containing the received information and attachments. The work order uses the default status and appears live in the application without a reload.

Work order creation by email

Emails sent or forwarded to the organization's private incoming address can create work orders and appointments. EVA links an existing customer only on a unique match; ambiguous results remain unlinked for office review. See Work Orders.

Other AI features

AI can transcribe audio comments, analyze Documents, summarize work orders and appointments, and generate work-performed text in Work Reports.

EVA also reports reminder responses and can be mentioned in comments to create reminders or schedule appointments. See Using Eva in Comments.

If the comment is written by a user with restricted access, EVA can create the reminder but does not schedule appointments. EVA also does not act on management-only comments.

Language

Most EVA features use the organization's language. When generating Work performed for a report, enrutar prioritizes the user's language and falls back to the organization's language.