Configuring New 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.
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You can create new AI Actions and add them to the Job Action Menu on the Scheduler Job List. You define the behavior of the new AI Action by first configuring an AI Instruction record, and then creating and linking a Control record, which you then add to the Job Action Menu.
The following procedure shows an example of how to add a Summarize Job action to the Job Action Menu.
To configure new AI Actions:
1. In Max Designer, on the Developer Tools (
) launchpad menu, click AI Instructions, and then in the list view, do one of the following:
) launchpad menu, click AI Instructions, and then in the list view, do one of the following:◦ In the top left corner, click Create (
).
).◦ Copy or clone an existing record.
2. On the record page, in the Name field, configure a name for the AI Instruction, for example, Summarize Job, and then in the Custom Instructions field, configure AI instructions.
Given a job object, perform the following tasks:
- Retrieve the job's related schedule information.
- Retrieve the job's priority, location, and status.
Return a concise summary of all retrieved information.
3. In the Follow-Up Questions field, configure follow-up questions, and then in the top left corner, click Save and Close (
).
).[
{
"question": "What are the requirements for this job?"
}
]
4. On the Developer Tools () launchpad menu, in the User Interfaces section, click Controls, and then in the list view, in the top left corner, click Create ().
) launchpad menu, in the User Interfaces section, click Controls, and then in the list view, in the top left corner, click Create ().5. On the Control record page, on the Overview tab. complete the fields as follows.
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Field
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Value
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Name
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The name for the Control record, for example, Summarize The Job.
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Parent Control
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Service Board Action Menu Parent Control
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Control Type
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Service Board Job Card Menu Item (Scheduler/Map)
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Application
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Service Board
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Ordering Position
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Optionally, to define the position of the AI Action on the Job Action Menu, enter a number.
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Label
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The name you want to use for the AI Action on the Job Action Menu for example, Summarize The Job.
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6. On the Behavior tab, complete the fields as follows, and then in the top left corner, click Save and Close ().
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Field
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Value
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Target
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AI Action
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Predix Icon
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Enter the name of the Predix icon you want to show before the first character of the menu item.
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Qualified Criteria
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The conditions that must be met before the AI Action is executed, expressed in natural language or SQML. Optional.
For example:
• The status must be “New” and the Account should be “Test Account Name”.
• select count(*) from svmx_job where svmx_priority = 'High' and io_uuid = <record_id>
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AI Instruction If Qualified Criteria Fails
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The AI Instruction that is triggered if Qualified Criteria conditions are not met.
For example, if the predefined Schedule Immediately with AI Failed action is configured in this field, users see an explanation of the conditions that failed to be met which prevented the execution of the Schedule Immediately With AI action.
If left unspecified, error notifications appear with the details of the failure.
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AI Instruction
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The primary AI Instruction that executes when the conditions configured in the Qualified Criteria field are met, or when no criteria are specified. Required.
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For more information: