The Work Order Agent Team automates work order intake, monitoring, scheduling, and trend analysis. It includes four agents and pre-built starter flows.
Status: Available now
Price: $200/month
Agents included
1. Work Order Inbound Parse Agent
Automatically creates work orders from inbound requests.
Supported intake channels:
Email
Text/SMS
Phone call transcripts
Slack messages
External form submissions
How it works:
An inbound request arrives through one of the supported channels.
The agent parses the content and creates a work order.
It conservatively matches accounts, locations, categories, equipment, and requesters from your existing data.
If the evidence is weak, it leaves a field blank rather than guessing wrong.
How to set it up:
Go to Settings > AI Assistant > Work Order Agent Team.
Enable the Inbound Parse Agent.
Configure which intake channels to monitor (email, text, Slack, etc.).
The starter flow for inbound email intake is pre-built — just turn it on.
2. Work Order Monitoring Agent
Watches open work orders so nothing falls through the cracks.
Available actions the agent can take:
Assign a user to a work order
Assign an approver
Assign a watcher
Update work order fields using custom rules
Post a comment
Mark as duplicate
Mark as slipping
Custom rules:
You can write custom instructions that define both which work orders qualify and which fields should be updated. For example: "Move event-related work orders to Completed seven days after the event date referenced in the description."
How to set it up:
Enable the Monitoring Agent in the Work Order Agent Team settings.
Configure the flow — define what conditions to monitor and what actions to take.
The starter flow for slipping follow-up is pre-built.
3. Work Order Scheduler Agent
Reviews unassigned work orders and distributes them based on workload.
How it works:
The agent looks at unassigned work orders.
It evaluates each technician's current workload, recent history, and scheduled future load.
It assigns the work order to the best fit.
If no strong assignee exists, it posts a comment tagging
@allso someone can self-assign.
Available cadences:
Daily
Weekly on a specific day
Monthly on a specific day
How to set it up:
Enable the Scheduler Agent.
Choose the cadence (daily is recommended for most teams).
The starter flow for scheduling is pre-built.
4. Work Order Analysis & Trends Agent
Recurring monitoring and alerting across nine analysis modes.
Analysis modes:
Labor hours trends
Vendor cost trends
Inventory cost trends
Total cost trends
Completed work orders
Assigned work orders
Duplicate patterns
Slipping patterns
Equipment-linked patterns
Output: Each analysis run produces a narrative finding (what's happening and why it matters) plus a supporting Excel export with the underlying data.
How to set it up:
Enable the Analysis & Trends Agent.
Choose which analysis modes to run and on what schedule.
Configure the lookback window (last week, last 30 days, etc.).
The starter flow for slipping analysis is pre-built.
Starter flows (pre-built)
These flows are ready to enable on day one:
Flow | What it does |
Inbound email intake | Creates work orders from emails |
Slipping follow-up | Monitors open WOs and flags slipping ones |
Scheduler | Assigns unassigned WOs daily |
Slipping analysis | Runs slipping pattern analysis on a schedule |