The work order, in context
Technicians ask and get the full picture: site history, equipment specs, prior visits, parts on the truck — no calls back to dispatch for basics.
AI for Field Operations teams
Answers at the job site — from manuals, work orders, and photos.
The Field Operations pack gives technicians instant work-order context, diagnoses equipment from photos against your manuals, and handles dispatch and scheduling — the back office in their pocket, governed like everything else.
Connects to ServiceNow FSM · Salesforce Field Service · SAP — plus anything with an API
Workflow Builder
automation ▸ steps · branches · approvals · timers
Day one
What field operations teams see when they log in.
Not a blank canvas — a working role with default goals, allowed tools, and the guardrails already on.
Diagnostics from a photo
A photo of the unit against your manuals and known-issue library returns the likely fault and the documented fix — expertise distributed to every van.
Dispatch that reshuffles itself
Schedule changes propagate: the agent rebalances routes by skills, parts, and SLAs, and the dispatcher approves the new plan in one look.
Skills invoked · governed by policy & licensing
lookup.recordknowledge.searchcomms.draft_response
Systems
ServiceNow FSMSalesforce Field ServiceSAP
In the pack
The Field Operations Agent ships ready to work.
Looks up a supplied work-order record, searches approved guidance, and drafts technician notes; it does not diagnose images or schedule dispatch. Installed from the library, wired to your systems, and run through the same 8-gate chain as everything on Cortex.
- Look up a supplied work-order record
- Search approved equipment guidance
- Draft technician notes for review
Governed for this role
Help in the field. Guardrails on the equipment.
Field agents advise technicians and manage schedules — but equipment control writes and safety-critical steps stay procedural, gated, and on the record.
- Equipment control interfaces locked away from agent writes
- Safety-critical procedures render as checklists, never shortcuts
- Dispatch changes propose-first — the dispatcher stays in command
- Every diagnosis and dispatch decision sealed in the ledger
audit/verify
ok: true
verifyChain ▸ chained SHA-256 · signed receipts
FAQ
What field operations leaders ask.
Can technicians rely on photo diagnostics?
It's a documented first opinion, not a verdict: the diagnosis cites the manual section and known-issue record it matched, and safety-critical work always renders the full procedure — never a shortcut.
Does the agent control equipment remotely?
No. Control interfaces are locked away from agent writes at the property level — the agent informs the technician; hands stay on the hardware.
What field-service systems does it integrate with?
ServiceNow FSM, Salesforce Field Service, and SAP drivers ship in the catalog, with the generic REST driver for custom dispatch systems.
Keep exploring
Where to go next.
Agent Library
Every Field Operations agent and skill, filterable across the 21,500+ item catalog.
All roles
Ten more enterprise role packs — from Service to Field Operations.
Agent Studio
Extend the pack or build your own role — no code, full governance.
Pricing
Individual, Team, and Business — governance included on every plan.
Put a governed Field Operations to work this week.
Start a free trial, install the pack, and connect your systems — or bring us one workflow and we'll demo it end to end.