Work Order Inbound Parse Agent

Navigate to your Settings.

Click on the AI Assistant page.

Ensure that the WorkOrder AI automation package is enabled.

Open the Advanced Settings section.

Expand the Inbound Parse Agent section.

Review all active flows available in the Inbound Parse Agent.

Note that you can have multiple flows of the same type.

Choose the type of flow you want to create (e.g., email, text, phone call).

For email, specify the allowed domains (e.g., getflowpath.com).

If using text or phone calls, input the allowed phone numbers.

Select the locations and equipment or categories that must meet the criteria to trigger the flow.

Compose an email to the designated demo account.

Ensure the email contains structured data (e.g., site location, issue description).

Check the In Progress Actions section to monitor the status of the email processing.

Refresh the page to see when the action is completed.

Look for the creation of a new work order.

Search for the work order ID in your instance.

Confirm that the work order has been created with the correct details.

Open the created work order to review its details, including categories, location, and any attachments.

Verify that the completed actions reflect the creation of the work order and any notifications sent.

Ensure that the allowed domains and phone numbers are correctly configured to avoid missing important alerts.

Regularly check the In Progress and Completed Actions to ensure workflows are functioning as expected.

Use structured data in emails to improve parsing accuracy.

Regularly update and review your flows to adapt to changing needs or sources of information.