Creatio AI Agent

The Field Service Scheduling Agent can be accessed directly from within the Field Service Manager module in Creatio. Follow the steps below to use each capability.

1. Create a Job

   • Launch the Field Service Scheduling Agent from the AI Agent panel.

   • Type a prompt such as: "Create a new job for HVAC maintenance at ABC Corp."

   • The AI Agent will confirm the job details and create the record automatically.

   • Verify the created job in the Jobs module.

2. Summarize Job Details

   • Open the relevant Job record in Creatio.

   • Launch the Field Service Scheduling Agent from the AI Agent panel.

   • Type a prompt such as: "Summarize this job"

   • The AI Agent will return a structured summary including job type, location, status, assigned engineer, and key dates.

3. Get Planned Date Suggestions

   • Open the relevant Job record or launch the agent from the module.

   • Launch the Field Service Scheduling Agent.

   • Type a prompt such as: "Suggest a planned date for this job."

   • The AI Agent will analyze job requirements and relevant factors, and return recommended scheduling dates.

   • Select a suggested date and confirm to update the job record.

4. Get Service Engineer Recommendations

   • Open the relevant Job record.

   • Launch the Field Service Scheduling Agent.

   • Type a prompt such as: "Recommend a service engineer for this job."

   • The AI Agent will evaluate available engineers based on skills, availability, and location, and return a ranked recommendation.

   • Review the suggestion and assign the engineer.