Documentation / Getting started and setup
Ask the assistant
The Help panel has an assistant at the top. Type a question about how to do something in IntelliFleet, such as "How do I hand a car over at the desk?", and press Ask (or Enter). The answer comes from this user guide, in the language of the screen, with links to the guide pages it used. The guide page of the screen you are on stays below.
What it can answer
- How-to questions about IntelliFleet: where a screen is, what a field means, the steps of a task.
- Each answer names the guide pages it used under From. Open one to read the whole section.
- When the guide does not cover a question, the assistant says so and offers Contact support. It never answers from general knowledge, so it will not suggest tyre brands or invent menus.
- Questions about your vehicles, if your company has switched on data answers (see below), such as "When does WX 12345's insurance expire?" or "What did we spend on repairs on the Skodas this year?".
- Without data answers, it cannot see your company's data: for a question about your own vehicles it says where in IntelliFleet to look, and why it cannot answer.
Questions about your vehicles
When an administrator has switched on AI assistant data answers in Settings, the assistant also answers from your company's records: vehicles and who has them, Due items such as insurance and inspections, costs, faults and repairs, and fuel.
- It reads only what you can see: your Branches and the parts of IntelliFleet your role opens. A vehicle in a Branch you cannot see is "not found", as on the screens.
- It only reads. It never adds, changes or deletes anything; for that it tells you where to do it.
- The answer says from your fleet's data and lists the records it used, such as a vehicle or an insurance policy, as links that open them. It also names the Branches it looked in.
- It looks at no more than 50 records of each kind for one question. When there were more, it says the answer shows only the first ones; the full list is on the record's screen.
- What is sent to Google Gemini for a data answer is listed in Settings. PESEL, driving licence numbers, addresses, phone numbers, e-mails, photos, signatures, files, descriptions and custom fields are never sent.
Good and bad answers
Under each answer, the thumbs up and down tell us whether it helped. Questions, answers and thumbs are kept for 30 days so we can fix wrong answers and add missing guide pages, then deleted.
Don't enter personal data in a question, such as a PESEL or a phone number.
A conversation
The assistant remembers the last six questions in the panel, so you can ask a follow-up such as "And at the desk?". The conversation stays while you move between screens. New question starts again.
When it is not available
- No more questions today: each company has a daily number of questions. The box is turned off until the next day; the guide works as usual.
- Not available right now: the assistant is switched off or cannot be reached. The box is hidden and the guide works as usual.
- Answers about your vehicles are not switched on: the company has not switched on data answers, or its plan does not include them. Help answers still work.
- AI allowance used up: data answers stop until the next period; help answers still work.
Help answers are part of every IntelliFleet plan and do not count against the AI allowance on the Usage and limits page. Each data answer counts as one AI call there, like AI invoice matching.