AI Co-Driver is an AI assistant built into the Detrack dashboard. You can use it to get answers about Detrack, configure your job settings, find information about your jobs and create or update jobs, all by chatting with it.
Note: AI Co-Driver has launched in Beta. As part of the Beta, you can expect improvements over time as we get feedback. In Beta it is available on all plans.
Turning AI on: Only account owners and super admins can access AI Settings. Learn more in How To Manage Your AI Settings.
Before You Start
The Knowledge base and Onboarding actions settings are on by default, so AI Co-Driver can answer questions about Detrack and help set up your account straight away. Before it can read or update your jobs, an account owner or super admin has to turn on job access.
Navigate to Settings > AI Settings.
Under Job Management, enable Let AI read and update your jobs. Read job details turns on automatically, with Manager selected under Who can use.
To let AI Co-Driver create and update jobs, enable Write job details.
Select the roles that can use each setting under Who can use.
Click Save.
Setting | Description | Default |
Knowledge base | Answers questions about Detrack using help articles | Always on |
Onboarding actions | Sets up your account, such as job settings, POD settings, vehicles, drivers, users and groups | On |
Read job details | Looks up your jobs and reads their status, address, items, driver and proof of delivery | Off |
Write job details | Creates, edits, reassigns and reschedules jobs | Off |
Accessing AI Co-Driver
AI Co-Driver can be opened from two places:
Top bar - Click AI Co-Driver at the top of any page
Bottom right corner - Click the AI button above the live chat bubble
The chat panel opens on the right side of the screen. Type your question in the Ask anything... field or select one of the suggested prompts.
Expand - Opens the chat in full screen
Thinking process - Shows how AI Co-Driver worked out its answer
What You Can Do With AI Co-Driver
What AI Co-Driver can do depends on which settings are turned on in AI Settings.
Getting Answers About Detrack
AI Co-Driver answers questions about Detrack using articles from the Detrack Help Center. You can ask how a feature works, where to find a setting or what steps to follow, and get the answer right in the chat. This uses Knowledge base, which is always on and available to every user.
Example
Question: "How do I set up email notifications?"
Answer: AI Co-Driver explains the steps. First, enable the Notify Email field in Settings > Job > Fields. Then go to Settings > Notifications, click Add Notification, and choose the job events that should send an email.
Recommended prompts:
"How do I plan routes in Detrack?"
"How do I check if my customer received their delivery email?"
"How do I send completed jobs to Xero?"
Setting Up Your Account
AI Co-Driver can set up your account for you, including job settings, POD settings, vehicles, drivers, users and groups. Describe what you need in your own words, and AI Co-Driver asks you to confirm each step before making the change. If you're just getting started, it can also suggest what to set up first.
This uses Onboarding actions, which is on by default and available to every user. Account owners and super admins can turn it off in AI Settings.
Example
Request: "Allow my drivers to use photos from their photo gallery for deliveries"
What was set up: After you confirm, AI Co-Driver turns on Allow drivers to select photo from photo gallery. The change appears straight away under Settings > Delivery > POD.
Recommended prompts:
"Add my first vehicle"
"Create a group called North Zone"
"What should I set up first?"
Checking On Your Jobs
AI Co-Driver can find a specific job or summarize a group of jobs for you. Ask about a single job to get its status, address, items, assigned driver and proof of delivery. You can also ask for an overview, such as today's jobs by status or which jobs are still unassigned. AI Co-Driver only covers the jobs your role and groups already let you access.
This needs Read job details. Account owners and super admins always have access, and they choose which other roles can use it.
Example
Question: "How many jobs do I have today?"
Answer: AI Co-Driver gives the total number of jobs for today and breaks them down by status, such as completed, in progress and failed. The numbers match the status cards on the Deliveries page.
Recommended prompts:
"Which jobs for tomorrow are still unassigned?"
"What's the status of DO 456893?"
"How many jobs has Alex completed today?"
Creating And Updating Jobs
AI Co-Driver can also make changes to your jobs, such as creating a new job, editing job details, assigning or reassigning a driver and rescheduling a delivery. Describe the change in the chat, and AI Co-Driver updates the job and confirms it once it's done. It can only make the changes your user role has permission for.
This needs Write job details. Account owners and super admins always have access, and they choose which other roles can use it. It is not available for the Customer Support Officer role.
Example
Action: "Reassign DO 456894 to James"
What changed: AI Co-Driver reassigns the job and confirms it in the chat. In the jobs table, DO 456894 now shows James as the assigned driver.
Recommended prompts:
"Create a delivery for Quantum Tech Ltd. at 45 George St, Sydney for tomorrow"
"Assign DO 456896 to Alex"
"Reschedule DO 456895 to Friday"
A Few Things To Keep In Mind
AI Co-Driver can only view or change jobs that the user already has access to through their role and groups
File uploads are not supported in the chat yet. To import jobs, use Import Deliveries on the Deliveries page
AI responses may include errors, so always double check important details such as addresses, dates and proof of delivery
Your data is never used to train AI models
AI Co-Driver is separate from live chat support. To reach the Detrack team, click the live chat bubble or Chat to our team in the top bar