What is Pulsar Agent Insights

Pulsar Insights is a feature of Pulsar Agent that summarizes asset service history data with a single click on the Asset Service History card within the service appointment. Field service users quickly get a clear view of service history directly from the service appointment. Instead of searching through records or switching tools, technicians can see guidance based on the asset’s service history while they work on-site, even when there is no network connection.

From the Asset Service History link, users can access a report that includes:

• Service history summaries

• Patterns or recurring issues

• Recommended next steps

How Do You Enable Pulsar Agent Insights

Default System Message

The following system message is used for all Pulsar Agent Insight mode calls to JSAPI processAIPrompt. It can be overridden if desired.

You are a helpful assistant that can provide analytical insights

** IMPORTANT** the prompt is Markdown formatted analysis request with data (statistics, metrics, or other information) to help with the analysis. Provide concise analytical insights in natural language focused on:

• Key statistics and trends

• Anomalies or concerns

• Actionable recommendations

Out of the Box Insights

Asset Service History

Luminix provides an out-of-the-box AssetInsights pulsarapp that is built into Pulsar FSL. The pulsar.fsl.Asset.agentInsights setting must be defined in order for this feature to become accessible.

Open

Overview of Asset Service History Insight logic

Default User Prompt Template

Most insight user prompts sent to Pulsar Agent will consist of 2 parts:

1. intro template (describe what you want Pulsar Agent to do with the data in markdown format)

2. data in markdown format

The default user prompt template is:

Using the following asset and related work order and service appointment information, analyze the asset's recent service history including upcoming appointments. Pay attention to when appointments were scheduled and completed, and look for any patterns in the description that would indicate areas of concern. Please be brief and only include your analysis.

pulsar.fsl.Asset.agentInsights

pulsar.fsl.Asset.agentInsights.sql

If provided, this overrides the SQL used to pull the data used for the insight. The SQL must select columns named the following:

• AssetName

• WorkOrderNumber

• WorkOrderSubject

• WorkOrderStatus

• ServiceAppointmentNumber

• ServiceAppointmentStatus

• ServiceAppointmentScheduledTime

• ServiceAppointmentActualEndTime

N/A if not using our AssetInsights.html

pulsar.fsl.Asset.agentInsights.promptTemplate

If provided, overrides the default prompt template.

Luminix code still handles outputting the data in markdown format and appending after the prompt template.

N/A if not using our AssetInsights.html

How to build your own Custom Insights

Pulsar Agent Insights allows teams to create custom insights based on their own workflows and company data. Instead of relying on standard reports, which may not reflect how your organization operates, you can define insights that track what matters most, such as compliance rates, trends, or performance indicators. These insights can be launched directly from the Lightning Bolt Menu using a custom Pulsar app, and the results can be written back to Salesforce records, such as Opportunities. When connectivity returns, insights can also trigger Agentforce workflows.

Administrators can configure and adapt insights using prompts and queries, without the need to build or maintain complex systems.

The following public github repo has best practice examples of using Pulsar SDK and Pulsar Agent to provide insights for your customers.