Adding the AI Action Page Component
You can add an AI Action Page component to a Salesforce page layout to give users immediate access to AI‑generated insights in the context of the record they’re viewing. The component runs a selected AI Action that matches the page’s object type and displays the response directly on the page, without requiring users to open a separate flow or wizard.
You can choose which AI Action to run and how it runs. The action can run automatically when the page loads or only when a user selects a button. While the AI generates a response, the component shows a loading spinner. Users can rerun the AI Action when needed, and the component displays the results in a clear format that makes them easy to read and act on.
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The component appears on the Lightning page under Setup > Edit Page. If there is no AI action for that object on which the component is placed, then the AI Action page component cannot be saved.
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Prerequisites
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Before adding the AI Action page component ensure the following:
• The ServiceMax AI package is installed in the Salesforce org.
• At least one AI Action exists for the object whose record page you want to configure (for example, a Work Order–based AI Action for a Work Order page).
• You have access to Salesforce Setup and can open and edit record pages in Lightning App Builder.
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To add the AI Action page component, perform the following steps.
1. In Salesforce, go to Setup.
2. In the Quick Find box, enter App Builder.
3. Select Lightning App Builder.
4. Find and open the record page you want to update. For example, open the Work Order record page.
5. Select Setup and click Edit Page.
6. In the Lightning App Builder, locate the component in the components pane.
7. Drag the ServiceMax AI Action component to the desired region on the page layout.
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It is recommended to place it where users can see AI output without scrolling, if possible.
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8. With the component selected, open the Properties pane on the right side.
9. In the AI Action Name field, select the AI Action you want the component to run.
10. Select the checkbox for Run on page load to display AI Action results automatically when the record page loads. Alternatively, a Run on page load button appears on the record page to run the AI Action by button click.
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When the AI Action runs (automatically or by button click), the user sees a loading spinner until the response returns.
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11. Enter the height of the component.
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The default height set for the component is 500.
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12. Click Save.
13. Navigate to the same record page.
After the response is ready, it appears within the component on the record page.
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An error message appears when you try to add an AI Action on object that does not have AI Actions configured.
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After the AI response appears, users can select Re-run to refresh the output when record data changes. The component also includes thumbs up, thumbs down, and comments so users can share feedback and help improve AI results.