Setting up ServiceMax AI Agents
AI actions use specialized agents to access and process data:
• Knowledge Access Agent: Extracts information from technical documents and knowledge articles to support decision-making.
• Schedule Management Agent: Assists with scheduling decisions based on technician availability and job requirements.
• Service Flow Manager (SFM) Agent: Completes transactions such as creating cases or work orders using enabled SFMs.
• Service Insights Agent: Retrieves and summarizes historical service data for installed products.
• Zinc Summaries Agent: Enables AI-powered summaries for hotlines in Zinc, activated by Zinc administrators.
These agents operate within the boundaries of the user’s context and permissions, ensuring that the AI output is relevant and secure.
These agents operate within the boundaries of the user’s context and permissions, ensuring that the AI output is relevant and secure.
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• If you do not have access to these agents, AI actions will not be executed.
• Activate the AI Chat to ensure that the users are able to use the ServiceMax AI agents you have assigned. You can activate the AI Chat before or after enabling the ServiceMax AI agents. For more information, see Managing ServiceMax AI Chat.
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