Request-Based AI Agent

Created by Binita Goswami, Modified on Wed, 21 May at 7:08 PM by Binita Goswami

The AI Request Agent in DreamzCMMS simplifies issue reporting by guiding users through a smart conversational interface. From creating generic or asset-specific requests to converting them into work orders and tracking progress, this feature streamlines the entire request lifecycle—saving time and boosting efficiency.

Handle every step of the maintenance lifecycle through conversation. Create generic or asset-specific requests, convert them to work orders, check request status, and add notes via AI chat in the mobile app. It’s like having a virtual assistant for field maintenance.

Here is a reference video:

Steps to Use the AI Request Agent (Mobile App)

A. Start a New Chat

Log in to the DreamzCMMS mobile app.
Navigate to More > AI Help > CMMS Request AI Agent.
Enter a conversation title and tap Add New to start the chat.

B. Create a Generic Request

When prompted, type or speak your issue.
Select Generic as the request type.
Choose the location.
Review the auto-filled details and type “Yes” to confirm.
Choose whether to attach a photo:
- Tap “Yes” and select: Take Photo / Choose from Library / Add File.
- Tap “No” to skip.
The system will log the request and provide a case ID.

C. Convert to a Work Order (From Web Portal)

Log in to the web admin portal.
Open the relevant request and click “Create Work Order”.
Fill in the title, assign the task, and click Save.

D. Check Request Status via Chat

In the AI chat, type “Check status”.
Enter the case ID when prompted.
The system will respond with the current status.

E. Add a Note to the Request

In the chat, type “Add Note.”
Provide the case ID and enter your note.
The system will confirm the note has been added.

Creating an Asset-Specific Request

Type your issue (e.g., “Cooler is not cooling”).
Select Asset-Specific as the request type.
Scan the asset’s QR code or add it manually.
Choose whether to attach a photo.
The system confirms the request creation and shows the case ID.