Receive service requests and keep customers informed about confirmed arrangements.
- Example roles
- Request intake · Customer updates
- Working together
- Send symptoms, access notes and customer availability to dispatch.
AI Agents for
Field Service.
Every service visit.
A connected team.
Connect service requests, dispatch, technicians and customer updates around one job record. Give your people the context to keep work moving.
Familiar challenges.
A clearer way to work.
Explore everyday coordination problems and the workflows you can build around them.
A WORKFLOW TO BUILD
Capture the request against one service record and give the responsible team the customer’s context.
Your departments.
The office and the field. Working together.
Bring the people who receive requests, schedule visits, prepare parts and close jobs into the same workflow.
Service operationsShared context
THE WHOLE DEPARTMENT, IN MOTIONA delayed technician. A clear next step.
A delayed technician. A clear next step.
Your team moves it forward.
Sam’s maintenance visit is delayed. Follow the request as service checks the job, dispatch approves a replacement slot and the customer receives a clear confirmation.
Service job / Visit reschedule
Field ServiceService appointment · WhatsApp + internal team
EXAMPLESam · Customer · 10:24Hi, our maintenance visit was booked for this morning and nobody has arrived. Can you tell me what is happening? I need to leave by 4 p.m.
Internal messages stay within your team.The requester sees only the replies intended for them.
SHARED INDUSTRY KNOWLEDGEMany roles.
Many roles.
A shared understanding.
Company policies, department knowledge and role-specific permissions work together. Select a layer to see how it guides the team.
Service knowledge
Use authorized equipment records, service history, scheduling rules and visit procedures.
IN OUR SERVICE VISIT EXAMPLE
The team checks qualifications, equipment and the expected job duration before offering a slot.
EVERY ACTION HAS AN OWNERSee the work.
See the work.
Follow every decision.
Inspect example actions across your teams: who acted, which system was involved and where a person needs to decide.
CONNECTED TO YOUR ORGANIZATIONOne connected team.
One connected team.
Every system you work with.
Click a system to connect it to your field service team.
Illustrative connections, using example data.
Service CRM
Not connectedConnect Service CRM to explore how your field service team uses it in this example.
A little more clarity.
What are AI agents for field service?+
Digital roles that support defined tasks such as service intake, dispatch coordination, appointment updates and job-record preparation.
Can they reassign technicians automatically?+
Define which changes are permitted and which need approval. This example asks a dispatch manager before reassigning a route.
How do they prepare a technician for a visit?+
They retrieve authorized job history, equipment details and access instructions, and flag missing context for review.
Do they replace technical judgment?+
Technical diagnosis, safety decisions and work outside the defined procedure should remain with qualified people.
What happens if a customer reports an urgent problem?+
Use a defined escalation procedure to bring in the appropriate person. The workflow should not invent a diagnosis or promise emergency attendance.
Where should we start?+
Choose one service type and a limited workflow, such as intake and appointment updates, then review it with dispatch before expanding.
Make room for
a more connected team.
Connect your service desk, dispatch and field teams around a better visit.
Build your field service team