DreamzCMMS AI Request Agent

The AI Request Agent in DreamzCMMS allows users to create, manage, and track maintenance or support requests using a conversational AI interface, available on both web and mobile platforms.

Here is a reference video:

1. Accessing the AI Request Agent

Web Portal

• Log in to the DreamzCMMS web portal.

• Click the blue chat icon on the bottom-right corner.

• Select “CMMS Request AI Agent.”

• You’ll be redirected to a new chat screen.

Mobile Application

• Open the DreamzCMMS mobile app.

• From the navigation menu, tap “AI Help.”

• Tap “CMMS Request AI Agent.”

2. Starting a New Conversation

Web & Mobile

• Click “New Chat.”

• Enter a conversation title (e.g., “Printer Issue,” “Third May - Asset Request”).

• Click “Go to Add New.”

• The conversation thread begins. You can:

  • Type your issue, or

  • Tap the microphone icon to use voice input.

3. Creating a Generic Request

Web

1. Enter your issue (e.g., “My laptop is not working.”)

2. The agent asks whether the request is generic or asset-specific.

3. Choose “Generic.”

4. Select a location from the prompted list.

5. Review the provided details:

   • Type “yes” to confirm or correct any information.

6. The agent asks to attach a photo:

   • Select “Yes” to upload an image, or “No” to skip.

7. Once submitted, a case ID is generated (e.g., Request ID 6920).

8. To view the request:

   • Go to Dashboard > Incident > Request.

   • Click the preview icon to see request details.

4. Creating an Asset-Specific Request

Web & Mobile

1. Start a new chat with a relevant title.

2. Describe the issue (e.g., “Laptop overheating and restarting.”)

3. When prompted, select “Asset Specific.”

4. Confirm the request details by typing “yes.”

5. The agent asks how to provide the Asset ID:

   • Choose “Scan QR Code” or “Submit Manually.”

6. If scanning:

   • Upload the QR image on web, or scan using your mobile camera.

7. The system reads the asset code and prompts to attach a photo.

   • Select a file or take a new photo.

8. A case is logged, and the ID is displayed in Incident > Request (e.g., Request ID 58379).

5. Converting Request to Work Order

Web Only

1. Open the request detail view.

2. Click “Convert to Work Order.”

3. Select a responsible person.

4. Click “Save.”

5. The status changes to “In Progress.”

6. Checking Request Status

Web & Mobile

1. Ask the AI Agent: “Check status.”

2. Agent requests the Request Code (e.g., 6920).

3. After entering it, the current status is displayed.

7. Adding Notes to a Request

Web & Mobile

1. Type the note directly in the chat.

2. Agent asks for the case number.

3. After providing the number, the note is added.

4. You can verify it in the Notes section of the request.

8. Accessing Chat History

Web

• On the left sidebar, click “Chat History.”

• Select any conversation to review or continue the thread.

9. Key Features