Activate required Virtual Agent conversation topics for Field Service Management

Activate Virtual Agent for Field Service Management to start chatting with the virtual agent.

Before you begin

Role required: admin, virtual_agent_admin

As the administrator or Virtual Agent admin, enable chatbot conversations by enabling the following plugins:

• Glide Virtual Agent plugin (com.glide.cs.chatbot).
• Field Service Virtual Agent Conversations plugin (com.sn_csm.virtualagent).

About this task

The base system provides the following predefined virtual agent topics (chatbot conversations). To enable chatbot conversations, you must publish these topics:

My Upcoming Tasks

Field service agents can search for upcoming work order tasks. The agent can check and update the status of existing tasks.

Show Nearby Tasks

Field service agents can search for work order tasks that are a short distance away from the agent's current location. The agents can assign themselves to those tasks.

Debrief Tasks

Field service agents can get information about the work order tasks that are in progress. The agents can take appropriate actions, such as entering time spent working on the task, logging incidentals, closing tasks, and creating follow-on tasks.

You can configure the sn_fsm_va.days_in_past_to_debrief_task system property to get information about the work in progress tasks for n number of previous days. For more information see, Install Field Service Virtual Agent Conversations.

Note:

If you want to customize the predefined topics provided in the base system, duplicate the topic and then modify it. For more information, see Virtual Agent Designer.

Procedure

1. Navigate to All > Conversational Interfaces > Virtual Agent > Designer > Topics.
2. Click one of the required topics to open it.
3. To use the topic, click Publish.
4. Repeat this procedure for the other required topics, as many times as needed.