Customers
Activities
Configure activity creation rules, GPS verification, and AI features.
Control how activities are created, verified, and enhanced with AI assistance.
Quick Overview: Set time windows for past activities, configure GPS verification rules, and enable AI-assisted reporting.
General Settings
Configure basic rules for activity creation:
| Setting | Description |
|---|---|
| Create activity in past threshold | Maximum minutes into the past an activity can be created |
| Attach submission threshold | Time window (minutes) to attach a submission to an existing activity |
Past Activity Example
If set to 60 minutes, users can create activities for events that occurred up to 1 hour ago. Activities beyond this window are blocked.
GPS Verification
Verify that activities occur at the customer's actual location using GPS coordinates.
| Setting | Description |
|---|---|
| Verify activity threshold | Time window (minutes) for location check |
| Verify activity radius | Distance (meters) from customer coordinates |
| Submission required when verifying | Require form submission for verified activities |
| Allow coordinate updates inline | Let users update customer GPS during verification |
How Verification Works
- User creates an activity at a customer location
- System captures the user's GPS coordinates
- Coordinates are compared against the customer's stored location
- If within the configured radius and time window, the activity is marked as verified
Verification Examples
| Radius | Use Case |
|---|---|
| 100m | Strict verification for small locations |
| 500m | Standard verification for business parks |
| 1000m | Flexible verification for large campuses |
GPS verification requires customers to have stored coordinates. Update customer addresses or set coordinates manually to enable verification.
AI Features
| Setting | Description |
|---|---|
| Enable AI report wizard | Allow voice and text-based AI assistance when completing activity reports |
When enabled, users can use the Activity Report Wizard to:
- Voice mode — Speak their report and let AI fill the form
- Text mode — Type responses conversationally
The AI maps answers to the appropriate form fields automatically.