Nautaes Captain Guide — Valeria

What Valeria is

Valeria is your in-app assistant inside Nautaes. Use it to move faster on day-to-day yacht operations: finding suppliers, requesting quotes, tracking orders, and staying on top of schedules—without jumping between WhatsApp, emails, and calls.

Important: Valeria is an AI assistant. It can make mistakes. Always verify critical information (parts compatibility, quantities, delivery details, dates/times, pricing, and safety-related decisions) before confirming.

Where to find Valeria

• Left menu: Valeria
• You can also use the Valeria input bar on the Captain dashboard (if visible)

What you can do with Valeria (Captain)

I can help you browse and buy marine products, manage your vessels and crew, check your orders, and handle payments or documents. If you need to request a service, check your calendar, or look up weather forecasts, I can do that too. Would you like to start by shopping for parts or managing your vessel details?

• Request parts or services in plain language
• Find and compare verified suppliers near your current port
• Ask for quotations and follow up on quote status
• Check order status, deliveries, and next steps
• Get help navigating key areas: Quotations, Invoices, My Orders, Dock Assist, Voyages, Arrival Planning, En-Route, Schedules, Job Visits, Calendar, Fleet Management, Crew Requests

Quick start (recommended)

1. Open Valeria from the left menu.
2. Type what you need in one sentence.
3. Confirm key details (location, timing, urgency) if Valeria asks.
4. Review the suggested suppliers/next steps.
5. Proceed to the relevant section (Quote, Order, Visit, Calendar) to finalise.

Video walkthroughs (Captain)

1) Find a supplier with Valeria

Watch:

Valeria helps you find a suitable supplier inside Nautaes. You describe what you need in plain language and Valeria guides you to the right place (e.g., Dock Assist / suppliers) so you can quickly identify relevant providers and move to the next step (request availability, request a quote, or open the supplier flow).

2) Order parts with Valeria

Watch:

Valeria helps you order parts by guiding you into the Shops flow, where you can browse/select items, confirm delivery details, and proceed towards checkout to place the order efficiently.

3) Schedule a job or visit with Valeria

Watch:

Valeria helps you schedule work by setting up a job and/or an onboard visit. It guides you to Schedules / Job Visits / Calendar so you can choose a date/time window, add notes (location, access, urgency), and organise the visit so the supplier knows when to attend.

4) Accept a quotation with Valeria

Watch:

 
Valeria guides you to Quotations to open the quote, review the scope and details (parts/labour, timing, totals), and accept/approve it so the job can move forward to the next step (scheduling and/or payment, depending on the service).

Best prompts to use (copy/paste)

Buy engine oil + filters (delivery Palma tomorrow)

• “Show me marine oil and filters available for delivery to Palma, and help me place an order for tomorrow.”
• “Open Shops and show engine oil + filters categories, filtered for delivery to Palma.”
• “I want to buy engine oil and filters for delivery in Palma tomorrow. Show options and what info you need (engine model / oil grade / filter refs).”

Find a verified electrician (near current port)

• “Show me verified electricians near my current port (sorted by fastest response time).”
• “List verified electricians near my current port and let me message/request availability for today.”
• “Show nearby verified electrical suppliers and expand the search radius if none are available.”

Compare quotes (air-con)

• “Show my air-con service requests and any quotes received.”
• “Open Quotations and filter by air-con / HVAC so I can compare what’s available.”
• “Show the latest quotes I’ve received this week and highlight any related to air-con.”

Pending orders (what needs action)

• “Show only the orders that require my action right now.”
• “List my pending service requests awaiting action and tell me the next step for each.”
• “Open My Orders and filter to ‘Submitted’ service requests.”

Schedule a supplier visit (next Tuesday afternoon)

• “Show my availability next Tuesday afternoon in Calendar/Schedules.”
• “Create a draft visit request for next Tuesday afternoon and tell me what details you need to confirm (supplier, location, notes).”
• “Open Job Visits and start a new visit for next Tuesday afternoon (I’ll confirm supplier and time).”

What Valeria will ask you (and why)

To avoid mistakes, Valeria may ask 1–2 clarification questions, typically:

• Current location / port of call (so results match where you actually are)
• When you need it (today, this week, specific date)
• Delivery vs onboard service (parts shipment vs technician visit)
• Vessel context (only if missing from your profile)

Tips for faster results

• Include: what, where, when, and urgency.
• If it’s a service, add: access constraints (alongside, at anchor, time window).
• If it’s parts, add: brand/model/part number when you have it.

Common workflows

1) Get a service quote

• Ask Valeria for the service you need
• Review supplier suggestions
• Move to Quotations to review and approve

2) Order parts

• Ask Valeria for the items
• Confirm delivery details
• Complete checkout in Shops / My Orders

3) Plan and schedule work

• Ask Valeria to help plan timing
• Confirm in Schedules / Calendar / Job Visits

Troubleshooting

• If results don’t match your area: confirm your current port/location in the chat.
• If you can’t proceed: check Quotations, Invoices, or My Orders for pending actions.
• If no verified supplier is available: Valeria should explain the gap and suggest next steps.

What to do next

• Watch the video walkthroughs above (supplier search, parts ordering, scheduling, and accepting quotes).
• Then try one of the copy/paste prompts.
• Open Quotations to review any new quotes Valeria helped generate.