---
schema_version: "1"
id: b275c6dd2dc72eb4e7d0b80821e45204e05d48b0a89fffcbbe87f53157d37b79
title: Set Up Interactive Pre-Work Brief for Field Service Mobile Workers
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/mfs_einstein_interactive_pre_work_brief.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.mfs_einstein_interactive_pre_work_brief.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 10f321e4ee09ba783004b5683d74dba9d2ac37f222b5d1faf34af2fcb8060ca4
description: Mobile workers can not only see an AI-generated pre-work brief summary, they can now go further and ask follow-up questions about their upcoming work order directly from the pre-work brief widget. Agentforce uses the context from your work order and pre-work brief to answer questions instantly, so you arrive on-site fully prepared.
products:
  - Field Service
release: "264"
---
# Set Up Interactive Pre-Work Brief for Field Service Mobile Workers

Mobile workers can not only see an AI-generated pre-work brief summary, they can now go further and ask follow-up questions about their upcoming work order directly from the pre-work brief widget. Agentforce uses the context from your work order and pre-work brief to answer questions instantly, so you arrive on-site fully prepared.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
        <colgroup>
          <col>
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong>
                Editions with the Einstein for Field Service add-on or the Agentforce for Field
                Service add-on. Also available in <strong>Einstein 1 Field Service</strong> Edition.</p>
              <p style="margin-bottom:0;">To
                purchase the Einstein for Field Service add-on or the Agentforce for Field Service
                add-on, contact your Salesforce account executive. </p>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Available on the Field Service mobile app for Android and iOS for users with the
              Field Service Mobile license. Also available for Experience Site users using the Field
              Service mobile app.</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Setup for Einstein generative AI is available in Lightning Experience.</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">The Field Service core features and managed package are available in
              <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong>
              Editions.
            </td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d90596e107">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d90596e107 ">To build and manage Pre-Work Brief:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d90596e107 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d90596e107 ">To create and assign permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d90596e107 ">Manage Profiles and Permission Sets</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d90596e107 ">To use Field Service topics and actions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d90596e107 ">
              <ul>
                <li>Access Agent Topics and Actions for Field Service</li>

                <li>Einstein Field Service User permission set</li>

                <li>Prompt Template User</li>

                <li>Prompt Template Manager</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d90596e107 ">To use Agentforce: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d90596e107 ">Use Agentforce Default Agent</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d90596e107 ">To access and run prompt templates outside Prompt Builder: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d90596e107 ">Prompt Template User permission set</td>

          </tr>
        </tbody>
      </table>

## Set Up Permissions

Before you launch agents, and use interactive pre-work briefs, it’s important to note the following:

1. [Set up permissions for Einstein for Field Service features](https://help.salesforce.com/s/articleView?id=service.fs_einstein_gen_ai_setup.htm&release=264.0.0&type=5 "Get access to Einstein for Field Service Mobile features.").
2. [Set up Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm&language=en_US).
3. [Enable Agentforce](https://help.salesforce.com/s/articleView?language=en_US&id=ai.agent_setup_enable.htm).
4. Add the Einstein Field Service user permission to your users.
5. Access to Field Service with the **FieldServiceAddOn** permission.
6. Ensure you [Upgrade an Agent from the Legacy Builder to the New Builder](https://help.salesforce.com/s/articleView?id=ai.agent_setup_create_upgrade.htm&language=en_US) or create a new agent.

## Create an Agent

Use Agentforce Studio to configure your agents. Create an agent to enable conversational pre-work brief and assign it to the user.

1. [Create an Agent](https://help.salesforce.com/s/articleView?id=ai.agent_setup_create.htm&language=en_US) using a template depending on your use case, use an Agentforce Employee Agent or a Field Service Mobile Work template.
    1. The Field Service Mobile Work template has existing topics.
    2. If you're using the Agentforce Employee Agent template you need to add the Interactive Pre-Work Brief topic. See [Create an Agent from an Agentforce Employee Agent Template](https://help.salesforce.com/s/articleView?id=ai.service_agent_setup.htm&language=en_US).
2. If you're using the Agentforce Employee Agent template, add the Interactive Pre-Work Brief topic in the Agentforce Employee Agent template:
    1. Click the ![Plus icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/dc_plus.png) icon and select **Add from Asset Library**.
    2. Search and select **Interactive Pre-Work Brief**.
    3. Click **Add to Agent**.
3. Assign the agent to the users who need access to it.
4. If you have multiple agents, select a subagent with an interactive PWB topic in the Field Service mobile app. See [Configure your agent with subagents, actions, and other agent assets](https://help.salesforce.com/s/articleView?id=ai.agent_parent_configure.htm&language=en_US).

## Using Interactive Pre-Work Brief on the Field Service Mobile App

To use the interactive pre-work brief, mobile workers can ask follow-up questions about the assigned work order directly from the work order overview tab on the Field Service mobile app.

1. Open a Work Order tab on the Field Service mobile app.
2. In the Overview tab, view the Pre-Work Brief.
3. Tap the **Ask a Follow Up** button. The Agentforce window opens with the full context of the work order and pre-work brief.
4. Type your question in the text field. The question and its context are sent to Agentforce, and the response appears in the Agentforce window.
5. Review the response. The answer is grounded in your work order data and available knowledge articles.
6. (Optional) Provide feedback on the response quality.

![Interactive Pre-Work Brief in the Field Service mobile app](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_262_einstein_interactive_pwb.png)

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_important.png)

Important

This tool uses generative AI, which is known to include inaccurate or harmful responses. Before making business decisions review the output for accuracy and safety. You assume responsibility for the output when used.

## Considerations

- The work order and pre-work brief context is transferred to Agentforce automatically when you tap **Ask a Follow Up**. Agentforce responds based on the context it received, along with any additional data sources it can access, such as knowledge articles configured through Agentforce Data Library (ADL). You don't need to specify the work order number or restate asset details that are already linked to the work order.
- Interactive PWB requires an internet connection. This feature isn't available when the mobile app is offline.
- This feature does not self-learn (follow-up questions do not automatically enrich future pre-work briefs).
- You cannot disable interactive pre-work briefs.
- Average response latency target is less than 8 seconds.