How to get started with Office Agent

Start a conversation to ask about your work or prepare an action for review. Office Agent must be active on your account.

Online Dashboard

1. Click Help (the question-mark icon), then Office Agent.

   

2. Type a question or request. With a Job card open, you can refer to this Job.

   

3. Review the response. For a proposed change, check its details before clicking Approve or Decline.

See How to use Office Agent chat for attachments, reports, workspace navigation and approval instructions.

To set up recurring work, use the Task Library or create a custom task. Task management requires the Business Owner security role.

In the app

1. Open a Job, tap More (…) in the Job Actions bar, then tap Chat.

   

2. When the conversation connects, speak your question or request.

   

3. Review any proposed action before approving it.

See Talk to Office Agent from the ServiceM8 app for voice controls and approvals.