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”
