AI-Driven Email Work Request Automation

RelNotes_RequestLogAIEmail.png

Path: Transactions > Request > Request Log / Identity Tab

You have the option to set up a standard “maintenance” email address for Requests. WebTMA can convert the message from this email address into a record in the Request Log window and optionally use AI to enhance the request record.

You can inform your Requestors of the new email address. If details about the Requestor are in User Management > Requestors, that information such as location and phone number are automatically inserted into the AI generated Request Log record as well.

The requestor’s message is included in the Action Requested field, and if you choose, AI suggests a Task Code based on the content of the message.

Fields that contain information suggested by AI are indicated by this icon .

The process involves a certain amount of setup in Client Info using the new Inbound Emails Tab. The AI-Driven Email Request IT Guide is available for details on the full setup.

NOTE: This option is available if you use the additional Integration Suite.

 

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