Autonomous Scheduling revolutionizes appointment management with two features: Customer-Initiated Scheduling and Customer Outreach. Customer-Initiated Scheduling empowers your
customers with AI-driven, self-service appointment management capabilities. Customer Outreach
frees up service teams by handling rebooking using Dispatcher-Prompted Outreach, and by handling
asset maintenance coordination with Proactive Asset Service Scheduling.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions with Field Service and Foundations. Also available with
Einstein 1 Field Service Edition or Agentforce 1 Field Service
Edition.
|
- Autonomous Scheduling Use Cases in the Legacy Agentforce Builder
Learn what Autonomous Scheduling can do for you.
- Get Started with Autonomous Scheduling for Field Service in the Legacy Agentforce Builder
Before you build your agents, learn about Autonomous Scheduling, and review the considerations.
- Set Up Autonomous Scheduling in the Legacy Agentforce Builder
Create your AI agents and set them up for success.
- Configure Autonomous Scheduling for Field Service in the Legacy Agentforce Builder
You can modify the behavior of Autonomous Scheduling by configuring the agent and its various components. Your agent includes details and is composed of subagents that include actions that call flows. You can configure any of these components. For example, in the agent details you can configure the welcome message, in the subagent you can configure the instructions, and in the flows you can change the scheduling policy, operating hours and more.
- Test and Troubleshoot Your Agent for Field Service Autonomous Scheduling in the Legacy Agentforce Builder
Test your agent before you go live and resolve any issues that you encounter.
- Monitor Autonomous Scheduling in the Legacy Agentforce Builder
You can monitor agent conversations in several ways. Use the Omni Supervisor to view all active agent conversations. Use the Omni-Channel component to handle escalated conversations. Use the Agentforce Scheduling Supervisor View to view active, escalated, and completed conversations from the last 72 hours.
- Build Your Autonomous Scheduling Experience in the Legacy Agentforce Builder
In addition to the standard solutions that Autonomous Scheduling includes, you can also build your own experience. This section contains examples of how autonomous scheduling can be used to meet your business needs, but the options are endless.
- Reference Information for Autonomous Scheduling in the Legacy Agentforce Builder
Learn about the agent templates and subagents used in Autonomous Scheduling.
