Configuring Copilot Actions
You can configure the Copilot Actions available in the ServiceMax org. Configuration of the Action includes instructing the Copilot what actions to perform when the Copilot Action is invoked by the end user.
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• Copilot Actions SFM Wizard must be set up prior to configuring the Actions on AI console. Only the already set up Copilot Actions are displayed for configuration on this page.
• The Summarize Work Order Copilot Action is supported currently.
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To configure a Copilot Action:
1. Navigate to > .
The Copilot Actions page is displayed. All the available Copilot Actions are listed.
2. Click Edit icon in the Instructions column on the row of the Copilot Action you want to configure.
The Edit Instructions modal window is displayed.
3. Enter the instructions for the Copilot Action. For example, if you are configuring the summarize Work Order Action, specify the actions to be performed by the Copilot, such a stating the order type and listing the installed product serviced for the work order.
| | You can use a maximum of 2000 characters to write the instructions. |
4. Click Apply to save the Copilot Action configuration.