Use Cases for Defining New AI Action
The following list represents some use cases for defining a new AI action:
• The administrator creates an AI action linked to the Work Order object to generate a post-service summary that includes completed tasks, parts used, technician notes, and customer feedback.
• The administrator sets up an AI action for the Installed Product object to produce a health report that includes fault history, service recommendations, and warranty status.
• A technician generates a detailed asset health summary for an installed product. The summary includes recent faults, maintenance history, and open service recommendations.
• A manager creates a structured case summary that includes the reported issue, diagnostics, replaced parts, and resolution steps. This summary supports internal audits and customer communication.
• Before a service visit, a technician prepares a pre-job summary that covers asset configuration, known issues, safety checks, and customer-specific instructions.