Redwood: Use Generative AI for Service Estimates

You can now create cover letters for service estimates using generative AI assistance and send approval requests to customers by email. The Send Email action in the Estimate Details page adds an email cover letter, which is generated by the Large Language Model (LLM) model. The cover letter includes key estimate elements like the total estimated charge amount, discount value (if applicable), item/asset details, and the estimate number.

This AI-generated text lets service agents quickly review and refine a draft email before sending it with a pdf attachment of the estimate.

Estimate Cover Note generated by GenAI

Send Email with the AI-generated Cover Letter for the Estimate

The AI-generated cover letter for estimates helps service agents effectively communicate details to customers, which improves productivity and reduces turnaround time for the service delivery.

Steps to Enable

You don't need to do anything to enable this feature.

Access Requirements

To set up this feature, you'll need a configured job role that contains the Access AI Assist privilege:

  • Access AI Assist (RCL_ACCESS_AIACCESS_PRIV)