ServiceMax Copilot
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ServiceMax Copilot is a pre-release feature. Contact Support or your Account representative to obtain access to the feature.
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ServiceMax Copilot is an AI-powered assistant for ServiceMax users. It finds information in ServiceMax’s databases and presents it to the users. It also performs some tasks to help ServiceMax users.
What Do You Need Help On?
Key Capabilities
The ServiceMax Copilot has the following functionalities:
• Asset Service History: Copilot answers questions about the work performed on any installed product. Copilot can answer questions about the type of work performed, problem and solution statements, parts replaced for the installed product, and technician information.
The following are the examples of Copilot usage for asset service history:
◦ The technician prepares for an upcoming job on an installed product, and asks the following question to Copilot:
Tell me about the recent service history of this machine.
◦ The technician notices a problem with a sensor on an ultrasound machine, and asks the following question to Copilot:
When was the sensor installed?
• Schedule Management: Copilot answers questions about technician schedules and also lets users schedule work orders or reschedule existing ones.
The following are the examples of Copilot usage for schedule management:
◦ The technician wants to know about schedule tomorrow.
◦ The technician wants to know if they have any jobs in Pleasanton next week.
◦ The technician wants to move an upcoming job to a different time slot because of a conflict.
• Knowledge Access: Copilot answers questions based on the content in technical manuals and knowledge base articles.
The following are the examples of Copilot usage for knowledge access:
◦ The technician wants to know the maximum pressure setting for a component in a machine.
◦ The technician wants to know how to replace a component on a machine. Copilot provides guidance based on knowledge-base content.
• Copilot Actions: End users can use Copilot Action on the Go app. The action is are configured in the AI Admin Console.
The following are the examples of Copilot Action usage:
◦ The technician uses the Summarize Work Order Copilot Action on Go to get a summary of the work order.