Knowledge Agent

AI-Powered Troubleshooting and Diagnostics

Your technicians ask questions in plain English: our AI searches OEM manuals, service history, and tribal knowledge to give grounded answers with citations. No hallucinations. No guessing.

See Knowledge Agent In Action

Field app · Knowledge AgentReady

On site now

WO-90517 · Chiller short-cycling

Harbor Point · Northwind Property Group Asset CH-2 · plant room level B1 P2 · 4-hour SLA · on contract

Technician

Priya S.

HVAC · second year

Knowledge base · CH-2

3confirmed fixes on this asset

+ Strainer, then reset per p. 34

Voice, transcribed

Sources · relevance

Service manual0%

Chiller controller service manual · p. 34

SOP0%

SOP-HVAC-12 · Controller reset and lockout

Past job0%

WO-88213 · Harbor Point · CH-2 short-cycling

Tech note0%

J. Ortiz: "check the strainer before the reset"

Service manual0%

Rooftop unit install guide · p. 12

Past job0%

WO-87940 · Riverside Plaza · boiler

Searches only what your operation has uploaded or logged. If the answer is not in there, it says so.

Answered in 9 seconds, cited to the page. Fix saved to CH-2.

The next tech at Harbor Point gets this answer first, linked to WO-90517.

Grounded answers

See It In Action

Watch AI find answers from your manuals and service history in seconds

The question

“This chiller is short-cycling, what's the reset procedure for this controller?”

The answer, cited step by step

1Lock out the unit before touching the controller. Your SOP
2Note the active alarm and recent cycle times. Manual p. 34
3Check the strainer: the same fault here last time was a clog. Past job
4Clear, restart, and watch two full cycles. Manual p. 34

Where it came from

Service manual · p. 3494%

SOP · Controller reset and lockout89%

Past job at this site · same fault83%

Illustrative. Every step links back to the page or job it came from.

The Problem With Finding Information

Technicians spend 15+ minutes searching through 500-page PDF manuals

Tribal knowledge lives in the heads of senior techs who retire or quit

Service history buried in old tickets nobody searches

Generic AI chatbots hallucinate dangerous wrong answers

The Knowledge Agent Solution

Ask in plain English: get the exact page and paragraph instantly

Every answer cites its source: manuals, history, or knowledge base

Surfaces relevant past service history for this exact asset

No hallucinations: if it doesn't know, it says so

How it works

How Knowledge Agent Works

Retrieval-Augmented Generation (RAG) grounded in YOUR data

1
Tech Asks a Question
Natural language query: "What does E-41 mean on a Trane chiller?" or "This motor is overheating, what should I check first?"
2
AI Searches Your Data
Vector search across OEM manuals, service history, knowledge base articles, and captured tribal knowledge. Finds the most relevant passages.
3
Grounded Answer Generated
AI synthesizes an answer from the retrieved sources with clickable citations. One-click to order recommended parts.

What it reads

Knowledge Sources

All your institutional knowledge in one searchable AI

OEM Manuals

Upload PDF manuals from Trane, Carrier, Lennox, Daikin, any manufacturer. AI indexes every page for instant search.

Service History

Every past job on every asset becomes searchable. "This unit had the same problem last year": now you'll know about it.

Knowledge Base

Internal documentation, SOPs, troubleshooting guides, and best practices. All searchable by AI.

Tribal Knowledge

Capture tips and tricks from veteran techs. "When you see X, always check Y first": preserved forever, available to everyone.

Error Code Library

Comprehensive database of error codes across all equipment types. Know what any code means instantly.

Parts Catalog

Part numbers, compatibility info, and pricing. AI recommends the right part and lets you order with one click.

Knowledge Agent Results

85%

Faster Troubleshooting

Zero

Hallucinations

100%

Source Citations

24/7

Expert Availability

On the job

Real-World Use Cases

See how technicians use Knowledge Agent every day

Error Code Lookup

"What's E-41 on the Trane RTU?" AI finds the exact page in the service manual, explains the error, lists common causes, and suggests the fix.

Source: Manual Page 402Confidence: High

History Context

"Has this unit had issues before?" AI surfaces all past service history, identifies recurring problems, and recommends permanent fixes.

Found: 3 Past JobsPattern: Oil Line Clogs

Troubleshooting Guide

"Motor is overheating, what should I check?" AI provides step-by-step diagnostic checklist based on equipment type and symptoms.

5-Step ChecklistBased on Symptoms

Part Identification

"What replacement compressor fits this 2019 Carrier unit?" AI identifies compatible parts, provides part numbers, and enables one-click ordering.

Part #CB-99One-Click Order

Explore More AI Agents

Knowledge Agent works seamlessly with our other intelligent agents

Ready to Unlock Your Institutional Knowledge?

See how Knowledge Agent can turn your manuals and service history into instant answers.

Get started

Also works from ChatGPT, Claude and Copilot in Teams

Fieldproxy's MCP server lets your team run the day and change the software itself from the AI assistant they already use, with a confirm step before anything changes.

Part of the Fieldproxy platform

Every agent runs on the same AI Agents stack

Voice, vision, dispatch, and knowledge agents all share one runtime, one schema, and one customization surface, describe what you want in plain English.

Pair this agent with

Most teams adopt one agent first, then layer in two or three more in the same week.

Document Intelligence

Parses POs, manuals, and inspection sheets into structured data.

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Vision Agent

Reads site photos to extract job context automatically.

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Voice Agent

Hands-free dispatch, quote follow-up, and customer comms over the phone.

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Works in every trade

Which industry are you running today?

HVAC Plumbing Electrical Fire & Safety Mechanical Security Roofing Pest Control Facilities Landscaping Energy Field Services Cleaning Pool Service Lawn Care Painting Handyman Fence Junk Removal Property Maintenance

Evaluating Fieldproxy against another platform?

vs ServiceTitan Housecall Pro alternative Compare with Jobber Switch from Workiz vs BuildOps FieldEdge alternative Compare with Service Fusion Switch from ServiceM8

See all comparisons →

Ready to put your tribal knowledge to work?

Book a 30-minute demo and we'll show you this agent (and the rest of our AI Agents stack) tailored to your real workflows.

Try it yourself, free

Don't take our word for it. Run this AI on your own job, right now.

These free tools run the same AI capability on whatever you throw at them, no signup, no sales call.

Knowledge Base Q&A

Upload your manual or SOP, ask it questions.

Use it free

Job Checklist Generator, Safety & Maintenance

Safety checklists and PM blueprints, any job type.

Use it free

All 14 free AI tools

Knowledge Agent

AI-Powered Troubleshooting and Diagnostics

Your technicians ask questions in plain English: our AI searches OEM manuals, service history, and tribal knowledge to give grounded answers with citations. No hallucinations. No guessing.

See Knowledge Agent In Action

Field app · Knowledge AgentReady

On site now

WO-90517 · Chiller short-cycling

Harbor Point · Northwind Property Group Asset CH-2 · plant room level B1 P2 · 4-hour SLA · on contract

Technician

Priya S.

HVAC · second year

Knowledge base · CH-2

3confirmed fixes on this asset

+ Strainer, then reset per p. 34

Voice, transcribed

Sources · relevance

Service manual0%

Chiller controller service manual · p. 34

SOP0%

SOP-HVAC-12 · Controller reset and lockout

Past job0%

WO-88213 · Harbor Point · CH-2 short-cycling

Tech note0%

J. Ortiz: "check the strainer before the reset"

Service manual0%

Rooftop unit install guide · p. 12

Past job0%

WO-87940 · Riverside Plaza · boiler

Searches only what your operation has uploaded or logged. If the answer is not in there, it says so.

Answered in 9 seconds, cited to the page. Fix saved to CH-2.

The next tech at Harbor Point gets this answer first, linked to WO-90517.

Grounded answers

See It In Action

Watch AI find answers from your manuals and service history in seconds

The question

“This chiller is short-cycling, what's the reset procedure for this controller?”

The answer, cited step by step

1Lock out the unit before touching the controller. Your SOP
2Note the active alarm and recent cycle times. Manual p. 34
3Check the strainer: the same fault here last time was a clog. Past job
4Clear, restart, and watch two full cycles. Manual p. 34

Where it came from

Service manual · p. 3494%

SOP · Controller reset and lockout89%

Past job at this site · same fault83%

Illustrative. Every step links back to the page or job it came from.

The Problem With Finding Information

Technicians spend 15+ minutes searching through 500-page PDF manuals

Tribal knowledge lives in the heads of senior techs who retire or quit

Service history buried in old tickets nobody searches

Generic AI chatbots hallucinate dangerous wrong answers

The Knowledge Agent Solution

Ask in plain English: get the exact page and paragraph instantly

Every answer cites its source: manuals, history, or knowledge base

Surfaces relevant past service history for this exact asset

No hallucinations: if it doesn't know, it says so

How it works

How Knowledge Agent Works

Retrieval-Augmented Generation (RAG) grounded in YOUR data

1
Tech Asks a Question
Natural language query: "What does E-41 mean on a Trane chiller?" or "This motor is overheating, what should I check first?"
2
AI Searches Your Data
Vector search across OEM manuals, service history, knowledge base articles, and captured tribal knowledge. Finds the most relevant passages.
3
Grounded Answer Generated
AI synthesizes an answer from the retrieved sources with clickable citations. One-click to order recommended parts.

What it reads

Knowledge Sources

All your institutional knowledge in one searchable AI

OEM Manuals

Upload PDF manuals from Trane, Carrier, Lennox, Daikin, any manufacturer. AI indexes every page for instant search.

Service History

Every past job on every asset becomes searchable. "This unit had the same problem last year": now you'll know about it.

Knowledge Base

Internal documentation, SOPs, troubleshooting guides, and best practices. All searchable by AI.

Tribal Knowledge

Capture tips and tricks from veteran techs. "When you see X, always check Y first": preserved forever, available to everyone.

Error Code Library

Comprehensive database of error codes across all equipment types. Know what any code means instantly.

Parts Catalog

Part numbers, compatibility info, and pricing. AI recommends the right part and lets you order with one click.

Knowledge Agent Results

85%

Faster Troubleshooting

Zero

Hallucinations

100%

Source Citations

24/7

Expert Availability

On the job

Real-World Use Cases

See how technicians use Knowledge Agent every day

Error Code Lookup

"What's E-41 on the Trane RTU?" AI finds the exact page in the service manual, explains the error, lists common causes, and suggests the fix.

Source: Manual Page 402Confidence: High

History Context

"Has this unit had issues before?" AI surfaces all past service history, identifies recurring problems, and recommends permanent fixes.

Found: 3 Past JobsPattern: Oil Line Clogs

Troubleshooting Guide

"Motor is overheating, what should I check?" AI provides step-by-step diagnostic checklist based on equipment type and symptoms.

5-Step ChecklistBased on Symptoms

Part Identification

"What replacement compressor fits this 2019 Carrier unit?" AI identifies compatible parts, provides part numbers, and enables one-click ordering.

Part #CB-99One-Click Order

Explore More AI Agents

Knowledge Agent works seamlessly with our other intelligent agents

Voice Agent

Speech to structured data: hands-free field updatesLearn more

Vision Agent

Image to form data: instant visual documentationLearn more

Dispatch Agent

Intelligent job assignment and route optimizationLearn more

Ready to Unlock Your Institutional Knowledge?

See how Knowledge Agent can turn your manuals and service history into instant answers.

Get started

Also works from ChatGPT, Claude and Copilot in Teams

Fieldproxy's MCP server lets your team run the day and change the software itself from the AI assistant they already use, with a confirm step before anything changes.

Part of the Fieldproxy platform

Every agent runs on the same AI Agents stack

Voice, vision, dispatch, and knowledge agents all share one runtime, one schema, and one customization surface, describe what you want in plain English.