AI + Connected Workers: The Powerhouse Duo Driving After-Sales Service Efficiency

How service starts – on the customer’s terms.

•  Customer Self-Service via Chatbot: See how customers can ask questions, get answers pulled from your website and internal documents, and even create a work order—all through a chat experience, with the option to hand off to a human when needed.
• Work Orders Created from Email: Watch Copilot turn an inbound Outlook email into a work order, automatically capturing details and generating a ready-to-send customer response using conversation history.

Turning requests into clear next steps.

• AI-Assisted Customer Service: View case summaries that highlight key details, prior activity, and knowledge base insights—so agents can resolve issues faster or easily convert cases into work orders.
• Smarter Work Orders and Technician Matching: See Copilot summarize work order details and recommend the best technician based on skills, location, and availability.

Assigning the right work to the right people – fast.

• Visual Scheduling and Dispatch: Get a scheduler’s view of live work orders with color-coded status, maps, drag-and-drop assignment, and simple filtering to manage resources at a glance.

Helping technicians succeed on site.

• Mobile Field Service Experience: Follow a technician through a mobile app to view assignments, complete tasks, track time, log parts used, and access knowledge articles—all from their phone.
• Remote Assist for On-Site Support: See how technicians can get real-time help from colleagues using video, screen sharing, and on-screen annotations to resolve issues faster.

Doing the job better every time.

Custom Mobile Apps with Route Optimization and AR: Watch technicians plan the most efficient routes, factor in traffic and weather, and use AR to visualize equipment placement before installation.

AI-Driven Resource Scheduling Optimization: See how multiple work orders are scheduled at once to reduce travel time, improve utilization, adapt to delays, and support large or complex jobs—while lowering costs and emissions.