What's Enhanced
Document applicability rules for the Knowledge Access agent
Feature Overview
Knowledge Access agent now uses document applicability rules to control which documents apply to each product. The agent searches only documents that match the product context. This change improves accuracy in AI responses.
User Impact
Administrators can link documents to a Product, Product Family, or Product Line. They can add or remove tags directly from the documents table. Additionally, they can update tags during document selection and search for products without leaving the page. Administrators manage document applicability efficiently through inline and bulk actions. The full list of applicability rules remains visible for each document.
End users see correct source documents in the AI response. The enhancement supports bulk-add and bulk-remove actions for applicability tags. This reduces the time required to configure the Knowledge Access agent.
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This feature is currently available as a beta release.
SFM AI transactions support Header and Child Line creation
Feature Overview
ServiceMax AI now supports Service Flow Manager transactions that create child line records. The AI can save a header record and its related child records in one action. This support expands where AI actions apply and reduces manual data entry.
User Impact
Service technicians can complete tasks that require both header and child records in one request. This reduces rework and follow-up steps. Administrators can reference these transactions while configuring AI actions. No workflow change is required for end users. For more information, see Service Flow Manager Agent Configuration and Configuring AI Actions.
Enhanced AI error responses for clear guidance
Feature Overview
ServiceMax AI now returns clearer error messages when it cannot complete a request. Each message explains the reason for the failure and points to a practical next step. This change helps end users understand missing information and modify their questions to retrieve desired AI response.
User Impact
End users see specific explanations instead of generic failures. When required data is missing or incomplete, ServiceMax AI explains where it searched and what it could not find. Service Insights now clarifies empty fields, missing related records, or inaccessible fields such as List Price. Knowledge Access distinguishes between products with no documents and cases where no relevant results were found. End users receive clearer guidance on rephrasing questions, seeking administrator help, or using alternate sources, reducing confusion and increasing trust in AI‑powered workflows. For more information, see AI Insights Data Unavailability.
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