AI Request Validation Suggestions WebTMA7

RelNotes_RequestValidation.png

Path: Transactions > Request > Request Log

The AI Assistant can help you convert a Request to a Work Order with speed and accuracy.

When a new Request is received, AI automatically:

  • queries past Work Orders for the same space or asset
  • provides a historical summary
  • predicts a diagnosis
  • pre-populates suggested field values on the Request Validation flyout (Task Type, Trade, Technician, etc.).
  • includes reasoning for each suggestion

Once a new Request is received, the system gathers the information. At times there may be a short delay if you open a very recent record.

When you click the Accept button, you see fields with suggested values on the Request Validation flyout. Suggested fields are identified with a sparkle Btn_SparkleForRequest.png icon.

Look to the bottom of the flyout for the Saved suggestion reasoning box for explanations about the suggestions.

NOTE: This feature is automatic if you have OTTO enabled. As of July 2026, it is not enabled for requests using Auto Attendant.

 

 

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