DreamzCMMS – Knowledge Base AI Agent

Created by Binita Goswami, Modified on Tue, 6 May at 12:14 PM by Binita Goswami

The Knowledge Base AI Agent in DreamzCMMS helps users find answers to questions and raise support tickets through a smart conversational interface. It can be accessed via both web and mobile applications and supports both generic and asset-specific queries.

Here is a reference video:

1. Accessing the AI Agent

Web Portal

Log in to the DreamzCMMS web portal.
Click the blue chat icon (bottom-right corner).
Select “CMMS Knowledge Base AI Agent.”
A new screen opens with the chat interface.

Mobile Application

Open the DreamzCMMS mobile app.
Tap the navigation menu.
Select “AI Help.”
Tap “CMMS Knowledge Base.”

2. Starting a New Conversation

Web & Mobile

Click or tap “New Chat.”
Enter a conversation title (e.g., “Light Bulb Issue,” “Induction Motor Help”).
Click or tap “Add New” to initiate the chat.
Choose the query type:
- Generic Knowledge Base
- Asset-Specific Knowledge Base
Input your query by typing or using voice input.

3. Using the Generic Knowledge Base

Choose Generic Knowledge Base.
Type your question (e.g., “light bulb or fuse”).
The AI Agent returns the most relevant answer from the knowledge base.
The agent asks if you'd like to raise a support ticket:
- Select “Yes” or “No.”

If Yes:

Select a location from the dropdown.
Review and confirm the details:
- Type “Yes” if the information is accurate.
Choose to attach a photo:
- Select “Yes” and upload the image, or skip by selecting “No.”
A case ID (e.g., 5450) is generated.
Go to Incident > Request List to verify the created ticket.

4. Using the Asset-Specific Knowledge Base

Select Asset-Specific Knowledge Base.
The AI prompts for asset identification:
- Scan a QR code from the device, or
- Enter asset details manually.
Once asset details are recognized (e.g., “P&M Enterprise Induction Motor”), type your query.
The AI searches the asset-specific knowledge base and returns the response.
You’re prompted to raise a ticket—select “Yes.”
Confirm the request details with “Yes.”
Choose whether to attach a photo.
- If yes, upload a photo or file.
The system logs the request and provides a case number (e.g., 7955, 9476).
Navigate to Incident > Request List to verify the newly created entry.

5. Uploading Files to the Knowledge Base from Asset Details

Web Portal

Go to Equipment and select the specific asset.
Click “Add File.”
Upload the desired file and click “Save.”
After saving, find the new file in the file list.
To add it to the knowledge base:
- Check the “Add to Knowledge Base” checkbox.
- Click “Add to Knowledge Base.”
- A confirmation message will indicate the sync has started.

Note: If a file has already been added to the knowledge base, the checkbox will be disabled.

6. Key Capabilities of the Knowledge Base AI Agent

Feature	Description
Dual Mode Access	Available via both web and mobile platforms.
Generic & Asset-Specific Search	Retrieve help articles based on general or asset-specific queries.
QR Code Support	Identify assets quickly using QR scans.
Ticket Creation	Raise incident reports directly from the chat interface.
File Attachment	Add images or documents to enrich your queries and complaints.
Knowledge Base Enrichment	Upload and assign files to the asset-specific knowledge base manually.