Agentforce for Field Service Dispatchers

Supercharge the efficiency of your dispatchers by using generative AI and Agentforce.

Einstein generative AI is available in Lightning Experience. Setup for Einstein generative AI is available in Lightning Experience.

Available in all enhanced Messaging channels. View required editions.

The Field Service core features and managed package are available in Enterprise, Performance, Unlimited, and Developer Editions.

For purchasing options, contact your Salesforce account executive.

Set Up Agentforce Permissions for Field Service Dispatchers
Get access to Agentforce for Field Service Dispatchers features.
Set Up the Field Service Dispatching Agent
Follow the steps to set up the Field Service Dispatcher Actions subagent.
Customize Summary Categories for Agentforce in Field Service
When a dispatcher asks Agentforce for a summary, by default, the summary looks at today’s schedule. You can add, remove, or modify the summary’s categories to suit your needs. For example, show all the unscheduled appointments for the upcoming two weeks or show all the incomplete appointments from the past week.
Considerations for Using the Dispatcher Agent in Field Service
Keep these considerations in mind when using the dispatcher agent to fill schedule gaps, get a daily summary of scheduling issues, or filter your appointment list.
Using Agentforce as a Dispatcher
Use Agentforce in the Classic Dispatch Console or Scheduling Console to boost your productivity, helping you to get more done in less time.

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