Autopilot Wizard Overview

Autopilot Wizards Overview

The Autopilot Wizard in Sympl is a powerful tool that automates and streamlines various operations, minimizing manual intervention and improving efficiency. It enables users to quickly set up advanced automations for different modules, such as task creation, expense handling, and booking management, with simple toggles and without the need for entering information across multiple screens.

From top menu under More section, choose Automations

On Automations screen, select Autopilot button

Button will load all the options available for Autopilot setup.

Available Modules for Automation

1. Bookings
   Automate notifications to guests or users and update booking statuses.
   
   Refer to this help article for more details.
   

2. Credit Card
   Automate events like charge creation, success, failure, and deletion, with notifications to guests or users.
   
   Refer to this help article for more details.
   

3. Expenses
   Configure automations for created, approved, or denied expenses, and send notifications or update statuses.
   
   Refer to this help article for more details.
   

4. Incidents
   Notify guests or users about incidents and create tasks for incident management.
   
   Refer to this help article for more details.
   

5. Invoices
   Automate guest notifications about invoices, notify users about payments, and update invoice or booking statuses.
   
   Refer to this help article for more details.
   

6. Locks
   Automate notifications about device updates or issues, and notify guests or users accordingly.
   
   Refer to this help article for more details.
   

7. Messages
   Notify guests or users about messages and generate AI-based responses for messages.
   
   Refer to this help article for more details.
   

8. Reviews
   Automate guest notifications and generate AI-based reviews.
   
   Refer to this help article for more details.
   

9. Tasks
   Automate notifications based on task statuses and update rental statuses.
   
   Refer to this help article for more details.
   

Autopilot Overview

Using Autopilots option you can:

• View Scheduled Triggers: Check the scheduled triggers for each automation and their last triggered date.

• Icons for Actions:

  • Edit Template: Modify the email template for a specific automation.

  • View Automation Logs: View the logs related to the automation to track its performance.

  • Configure Automation: Open the Autopilot Overlay to modify the automation settings.

  • Delete Automation: Option to delete a particular automation.