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Write AI service plans back to Service Trade

Turn on write-back so triaged AI service plans are posted as comments on matching Service Trade jobs.

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Written by Justin Tannenbaum

If you use Service Trade, Aiventic can post the AI service plan as a comment on the matching Service Trade job each time a job is triaged. This is called write-back. It is off by default and you turn it on for each Service Trade connection.

Who can do this: Owners only, with an active subscription. Write-back is available for Service Trade only.

Turn on write-back

  1. Go to Settings > Integrations.

  2. Select View integration on your connected Service Trade card. The write-back panel appears below the connection details once Service Trade is connected.

  3. Switch on Write results back to Service Trade. The description reads: "When a job is triaged, post the AI service plan as a comment on the matching job in this Service Trade connection."

  4. Read the confirmation Turn on write-back for this connection? and select Turn on write-back.

  5. Under Who can see these comments, choose Technicians (the default) or Public. At least one option must stay ticked.

Who sees the comments

Choice

Who can read it

Technicians

Internal only. Only your technicians see the comments.

Public

Customer-facing. Your end customers can read these comments. You confirm with Make these comments customer-facing? and Make comments public. Customers read them through Service Link.

Good to know

  • Comments cannot be recalled once posted. Only technicians see them until you choose otherwise.

  • This writes into your own Service Trade system, so Aiventic cannot remove the comments for you.

  • Changes in this panel apply immediately. The buttons in the connection form above do not affect them. You see "Write-back settings updated".

  • If you have more than one Service Trade connection, the setting is per connection.

  • To stop, switch the setting off. Comments already posted stay in Service Trade. If you turn write-back on again later, the audience resets to Technicians.

Troubleshooting

  • Could not load write-back settings. or Could not update write-back settings. Please try again.: refresh and try again, or contact Aiventic support.

  • You don't see the switch: it only appears for Service Trade. Other systems don't support write-back.

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