Use Generative AI for Creating Checklist

Help Center DreamzFSM - Field Service Management Lesson 4 - Checklists Use Generative AI for Creating Checklist

An AI checklist is a list of tasks or items that are managed or enhanced by artificial intelligence to help in instant checklist generation.

Here is a reference video:



Step by step instructions to create AI powered checklist

  • From the menu click on Checklists option.

  • Click on AI powered Checklist  generation icon.

  • Type on the checklist Title and description

  • Click on Generate checklist

OR

  • Select industry , type, frequency and asset type 

  • Click on Generate checklist.

  • It will create the required checklist within a couple of seconds 

  • You can edit or regenerate a checklist as per your choice. Once the checklist is generated you can simply Save it. 

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