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            Agent Topic: Field Service Dispatcher Actions

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            Agent Topic: Field Service Dispatcher Actions

            Use the Field Service Dispatcher Actions topic to perform tasks in the dispatcher console. Display a summary of today’s scheduling issues and show them in the appointment list for subsequent follow-up actions. Search for appointments and create filters in the appointment list. Find gaps in a service resource’s schedule, find the best appointments to fill those gaps, and schedule the appointment that is selected.

            Required Editions

            Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with the Einstein for Field Service add-on.
            Available in: Lightning Experience in Einstein 1 Field Service edition.
            This feature requires the Field Service managed package.
            User Permissions Needed
            To use Field Service topics and actions: Access Agent Topics and Actions for Field Service
            To use Agentforce: Use Agentforce Default Agent
            To run prompt templates: Execute Prompt Templates

            Topic Details

            API Name FieldServiceDispatcherActions
            Included Agent Actions

            Create Appointment List Filter

            Query Records (Beta)

            *Summarize Scheduling Issues

            Get Appointments to Fill Gaps for Field Service

            Assign Appointment to Service Resource for Field Service

            Required Setup Set Up the Field Service Dispatcher Actions Topic

            *This action executes one or more prompt templates.

            Examples of Utterances Classified to This Topic

            • “Summarize my schedule”
            • “Display in the appointments list”
            • “Summarize today's schedule for territories X, Y or for X, Y (territory names)”
            • “Create a filter for these appointments”
            • “Fill gaps for resource X”
            • “Fill the gap in X's schedule tomorrow”
            • “Assign SA-X to this resource”
            • “Fill the gap with SA-X”

            See Also

             
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