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How to Use MaintainX CoPilot®

availability
Platform:WebMobile
Plan Type:BasicEssentialPremiumEnterprise
User Type:RequesterFull UserAdministrator

You can interact with MaintainX CoPilot using written or recorded prompts in natural language. A prompt is a question or instruction you give MaintainX CoPilot to receive a specific response. MaintainX CoPilot supports different prompt types, from simple questions to complex instructions. The clearer and more specific your prompt is, the more accurate and relevant the response will be.

After you interact with MaintainX CoPilot, you can access the full conversation thread by selecting CoPilot in the asset's details. The thread remains available for you to review at any time.

Prompt Types​

How you interact with MaintainX CoPilot may vary based on the features you use. MaintainX CoPilot adapts to your workflow, whether you’re on the floor using MaintainX® on a mobile device or creating tasks in the web application.

MaintainX CoPilot supports the following prompt types:

  • Direct prompt: direct question or instruction that provide clear guidance and intent. You don't need to give additional context or examples.
  • Conversational prompt: open question or instruction. You can ask follow-up questions or give additional instructions to reach your intended goal.

How to Write Effective Prompts​

To help MaintainX CoPilot assist you, your prompt should:

  • Use natural language.

  • Clearly state your end goal:

    • What information are you looking for?
    • What type of work task are you trying to generate?
    • What report would you like to create?

MaintainX CoPilot returns an answer that you can act upon.

Prompt Examples​

SituationPlatformPrompt TypePrompt Example
You need to create a work task.WebDirectWhat tools are necessary to replace a power module?
You need a report on specific data within your MaintainX organization.WebDirectShow the number of completed root cause analysis reports per asset.
You are working on a machine and notice a leak.MobileConversationalThe office car is leaking. What should I do?
You are executing a task, and an error code appears on the Human-Machine Interface (HMI).MobileConversational
  1. What does code ER-1209 mean?
  2. What pieces of equipment and tools do I need?
  3. Can you generate a procedure to repair the machine?

Usage Example​

The following use case provides a breakdown of how you can use MaintainX CoPilot in your daily workflow to automate tasks and save time.

Let's say, you need to create and execute a work order with a MaintainX CoPilot-enabled asset.

StepUse caseFeatureDescription
1Process asset manuals with MaintainX CoPilotMaintainX CoPilotProcess your asset manuals with MaintainX CoPilot. Ask questions to MaintainX CoPilot, and create a work order from the answer.
2Add a MaintainX CoPilot procedure to your work orderWork Order SuggestionsSelect a work order without an attached procedure and let MaintainX suggests a suitable procedure to execute the work order.
3Build a knowledge baseWork Order SummaryComplete a work order and document how you completed it. MaintainX CoPilot generates a summary based on the work order details and your written or recorded notes. MaintainX then builds a knowledge base that MaintainX CoPilot can use to provide better, data-driven answers to questions about your assets.