Service Modules > Scheduling and Optimization > Service Board > Service Board Usage and Configuration > Service Board for Administrators > Scheduler and Crew Manager Configuration > About Schedule Optimization and Project Management > About Service Board AI > Defining Follow-Up Questions for AI Actions
Defining Follow-Up Questions for AI Actions
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Service Board AI is a separately licensed Production Beta feature in Service Board 25.1. The feature is disabled by default, and you must purchase a ServiceMax AI license before you can enable this functionality.
To refine the responses to AI Actions, you can define follow-up questions to send additional prompts to Service Board AI after the relevant main prompts are executed. For example:
• Is the Resource still available for other Jobs on that day?
• Can you verify the Resource's qualifications?
• What are the requirements for this Job?
• Open this Job/Appointment.
• Find nearby Jobs.
• Cancel this schedule.
• Where is this Job located?
To define follow-up questions for AI Actions:
1. In Max Designer. click Developer Tools () > AI Instructions, and then in the list view, click to open the AI Instruction associated with the AI Action you want to customize.
2. On the record page, in the Follow-Up Questions field, specify follow-up questions as a single JSON array list, where each JSON object includes the following keys, and then in the top left corner, click Save and Close().
Key
Description
question
The follow-up question.
instruction
The record ID of the predefined AI Instruction to use to execute this follow-up question. For example, the predefined AI Instruction named Find Nearby Jobs is designed to identify additional Jobs near scheduled Appointments that Resources may be able to handle after their current work assignment is completed. When users click this follow-up question after scheduling a Job. a list of nearby Jobs appears.
description
An AI prompt that appears when this follow-up question is shown after the main AI Action is executed.
Example
[
  {
    "question": "Cancel this schedule.",
    "description": "Only select this option when the job has been successfully scheduled."
  },
  {
    "question": "Find Nearby Jobs.",
    "description": "Only select this option when the job has been successfully scheduled.",
    "instruction": "3e11ad02-065f-4092-bd68-a8aaebfe0dc5"
  },
  {
    "question": "Why was this schedule created?",
    "description": "Only select this option when the job has been successfully scheduled."
  }
]
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