Service requests

How Graicx processes service requests

Every service request goes through an automated pipeline from submission to work order creation. Each stage can be configured or can route to manual review.

Processing pipeline

When a service request is submitted, Graicx runs the following stages in order:

  • Submission — the request is received and structured input is captured, including location, room, asset, and service category where provided.
  • Duplicate check — Graicx compares the request against recent requests at the same site. If a likely duplicate is found, the request is flagged for review or merged automatically depending on policy.
  • AI classification — Graicx classifies the request, suggests a service category and priority, and generates context for review. If AI triage is disabled by policy, this stage is skipped.
  • Review gate — requests that fall below the configured confidence threshold, contain safety language, are flagged as potential duplicates, or are routed by a workflow rule are sent to manual review instead of continuing automatically.
  • Work order creation and assignment — high-confidence requests that pass the review gate can become work orders automatically if policy allows. Smart Assignment can then assign the work order to a suitable technician during creation.

What sends a request to review

  • Low AI confidence — the request is classified but the confidence falls below the configured threshold.
  • Safety flag — the request text contains language indicating a potential safety risk. Safety-flagged requests always go to manual review.
  • Potential duplicate — a similar recent request was found and the duplicate action is set to flag for review.
  • Workflow rule — a rule with a route to review action fires and sends the request to the review queue.

What happens in review

When a request is in review, an admin sees the context needed to make a decision:

  • The review reason, such as safety flag, low confidence, or potential duplicate.
  • AI classification output including suggested category, priority, and review notes, if triage ran.
  • Duplicate candidates with match context, if the request was flagged as a potential duplicate.
  • The original request text and any structured input fields submitted.

From the review screen, an admin can approve and continue processing, merge or dismiss a potential duplicate, or handle the request manually.

Controlling the pipeline

  • Use workflow policies to configure which stages run, what thresholds apply, and whether each stage is active at account, client, or site level.
  • Use workflow rules to automate responses to specific conditions, such as sending a notification when a safety flag is raised or routing specific request types to review.

Duplicate detection runs before AI classification

Duplicate detection runs before AI classification. Duplicate requests are caught and handled before any classification work is done and before a work order could be created.