16 September 2024
The platform now has three main product areas and introduces AI Assistants for asset-specific support, plus improvements like QR links, dropdown fields, audit logs, sorting, and email search.
Three Product Split
To better align with our product strategy and simplify user navigation, the web app is now structured into three main product areas:
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Work Management
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Work Orders
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My Work Orders
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Emails
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Procedures
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Scheduler
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Assets
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Production Lines
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Machines
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Components
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Inventory
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Facilities
Work Management
Work Orders
Work Orders
My Work Orders
My Work Orders
Emails
Emails
Procedures
Procedures
Scheduler
Scheduler
Assets
Production Lines
Production Lines
Machines
Machines
Components
Components
Inventory
Inventory
Facilities
This structure enables clearer positioning of features, allowing customers to focus on tools relevant to their workflows.
AI Assistants Now Available
AI Assistants are now live, allowing users to build asset-specific support agents that deliver contextual answers from existing documentation.
Key Features
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Asset-Based Assistants
Assistants can only be created for Assets and Asset Templates to ensure contextual relevance. -
Internal vs External Modes
Internal Assistants can index both internal and external documentation.
External Assistants can index external documentation only.
Every assistant requires a description to clarify its use. -
Step-by-Step Assistant Creation
A guided builder helps users select an asset/template, upload documentation, describe the assistant, and preview it before publishing. -
Multi-Assistant Support
Users can create multiple assistants per asset or reuse template-level assistants across machines. -
My Assistants and Shared Assistants
View your created assistants under "My Assistants".
External assistants shared with you appear under "Shared Assistants". -
Chat-First Access
Use the Chats page to select an assistant and begin querying documentation right away. -
Answer Transparency with Document References
Each answer includes reference points from the documentation used to generate it.
Asset-Based Assistants
Assistants can only be created for Assets and Asset Templates to ensure contextual relevance.
Internal vs External Modes
Internal Assistants can index both internal and external documentation.
External Assistants can index external documentation only.
Every assistant requires a description to clarify its use.
Step-by-Step Assistant Creation
A guided builder helps users select an asset/template, upload documentation, describe the assistant, and preview it before publishing.
Multi-Assistant Support
Users can create multiple assistants per asset or reuse template-level assistants across machines.
My Assistants and Shared Assistants
View your created assistants under "My Assistants".
External assistants shared with you appear under "Shared Assistants".
Chat-First Access
Use the Chats page to select an assistant and begin querying documentation right away.
Answer Transparency with Document References
Each answer includes reference points from the documentation used to generate it.
Small Improvements
QR Code Link in Machine CSV
Machine CSV exports now include the QR code link for each machine.
Custom Field Title Display
Custom field titles now retain their original casing in all views.
Drop-down Field for Procedures
Procedures now support drop-down fields with multiple options for better form control.
Audit Logging for Custom Fields
All changes made to custom fields are now logged with before-and-after values.
Preventive Maintenance Visibility Banner
When configuring a preventive maintenance event, users now see a banner informing them that the work order title and description will be visible to customers.
Facility ID in Team Assignment
Facility IDs are now shown when assigning facilities to teams for improved clarity.
Sorting in Table Views
Sorting is now available in:
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Work Orders (by Name, Creation Date)
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Facilities (by ID, Name)
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Machines (by Serial Number, Name)
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Inventory (by Article Number, Name, Description)
Work Orders (by Name, Creation Date)
Facilities (by ID, Name)
Machines (by Serial Number, Name)
Inventory (by Article Number, Name, Description)
Production Line Bulk Upload
You can now bulk upload production lines via CSV, streamlining the onboarding process.
Email Search
Users can now search emails by subject and sender/recipient addresses.