---
schema_version: "1"
id: 1a4cf76ae3ea8e88b2c07d5c883c699fe775679b76d252caa34ee02c2796fa1f
title: Get a Daily Scheduling Summary with Agentforce
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/pfs_copilot_dispatcher_get_daily_summary.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.pfs_copilot_dispatcher_get_daily_summary.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f4f55f96781501f089a379f128a79025b4a72bb333cb156c050bf315ba2fd37f
description: Agentforce enables you to get an immediate overview of all of the critical service appointments that require your attention today. The summary includes unscheduled appointments due today, emergencies, and in-jeopardy appointments. When Enhanced Scheduling and Optimization is enabled, the overview also includes appointments with rule violations and overlapping appointments.
products:
  - Field Service
release: "264"
---
# Get a Daily Scheduling Summary with Agentforce

Agentforce enables you to get an immediate overview of all of the critical service appointments that require your attention today. The summary includes unscheduled appointments due today, emergencies, and in-jeopardy appointments. When Enhanced Scheduling and Optimization is enabled, the overview also includes appointments with rule violations and overlapping appointments.

### 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;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions, with an <strong>Agentforce for Field Service</strong> license. Also available with <strong>Einstein 1 Field Service</strong> Edition or <strong>Agentforce 1 Field Service</strong> Edition.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
          <colgroup>
            <col>
            <col>
          </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="d56399e87">User Permissions
                Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d56399e87 ">To access Field service agent actions:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d56399e87 ">Access Agent Topics and Actions for Field Service</td>

            </tr>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d56399e87 ">To use Agentforce:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d56399e87 ">Use Agentforce Default Agent </td>

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

![Package 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/fs_package.png) _This is a Field Service managed package feature._

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

Note The summary is created only for today, according to your time zone.

1. To use the AI agent, open the Agentforce panel and ask to create a schedule summary by using a phrase such as “Summarize my schedule” (1). For example utterances, see [Recommended Agentforce Utterances for Dispatchers](https://help.salesforce.com/s/articleView?id=service.pfs_copilot_dispatcher_interact.htm&release=264.0.0&type=5 "You can interact with Agentforce by using natural language phrases. Use it to generate a summary of your schedule, or to search for service appointments and create a filter based on your search criteria.").
    
    The AI agent shows the summary (2) for each category.
2. In addition to displaying the overview, the AI agent creates filters for each category for you in the filters list (3). You can access these filters from the My Agentforce Summaries section of the filter list to take immediate action. You can use the tooltip to view a description of each filter. To show the appointments in the appointment list, select one of the filters (4).
    
    ![AI agent summary](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/summary_action.png)
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)
    
    Note If you ask the AI agent for a schedule summary, you get a summary for all territories visible in the Gantt. If you ask for a schedule summary for all territories, you get a summary for all territories you have access to.

#### See Also

- [Recommended Agentforce Utterances for Dispatchers](https://help.salesforce.com/s/articleView?id=service.pfs_copilot_dispatcher_interact.htm&release=264.0.0&type=5 "You can interact with Agentforce by using natural language phrases. Use it to generate a summary of your schedule, or to search for service appointments and create a filter based on your search criteria.")