ServiceMax Data Sources Configuration

Service Modules > ServiceMax AI > ServiceMax AI for Administrators > ServiceMax AI Agents Overview > Service Insights Agent Configuration > ServiceMax Data Sources Configuration

You can configure the ServiceMax platform data accessible to ServiceMax AI on the ServiceMax Data Sources page. Based on the data sources you configure on this page, ServiceMax AI is enabled to access data records from various ServiceMax objects and provide answers to questions by end users effectively.

You can configure the following in sequence on this page:

• Select the objects and fields as data sources

• Select expressions to filter data

• Add referencing objects of an object as data sources

• Add notes and instructions for ServiceMax AI

You can select objects and fields to add as data sources. The objects and fields you select are then accessible to ServiceMax AI to look through data records and present information to the end users. For example, if you select the Location object as a data source, any questions asked to ServiceMax AI about Location records are answered based on the Location records available in the ServiceMax org. The Service Insights agent can use the following object types as data sources to create an AI action:

• Account

• Case

• Installed Product

• Location

• Work Order

You can perform the following actions while managing the data sources for ServiceMax AI. These options help you to manage the data sources easily.

• You can search for the fields using the Search bar. For example, if you want to add Date fields in many objects as a data source, enter Date in the Search bar. All the fields that have Date as part of the field name are displayed. Now, make the appropriate selections.

• You can choose to view all the fields or only the selected fields by selecting the relevant option in the dropdown menu.

• You can remove any object from the data sources list.