Optimization
Optimization tools propose how a planning could look. They do not modify the schedule on their own - the dispatcher decides whether to apply the result.
Optimize field service
Tool: optimize_field_service
Optimizes field service routes using Vehicle Routing Problem (VRP) optimization. Takes a set of resourcesResourceAn entity that can carry out work - a person, vehicle, tool, or room - that you schedule on the planning board. and a date range, then calculates the optimal assignment and sequencing of appointmentsAppointmentA task scheduled to a resource for a specific period - the scheduled instance you see on the planning board. to minimize travel timeTravel timeThe time needed to get from one appointment to the next, calculated from their locations. The planning board can show it in front of each appointment and fold it into the schedule. and distance. The response includes the new total travel time, total distance, the resources covered, and notes on what changed.
Requires the Field Service Optimizer optional module and the solverSolverThe optimizer that assigns and sequences a set of tasks across a set of resources automatically, weighing skills, travel time and availability. It is a licensed module and produces a proposal, not a change. to be configured in Application Setup → Preview. The operation may take a while for large windows.
| Parameter | Type | Required | Description |
|---|---|---|---|
resourceDisplayNames | string | Yes | Comma-separated display names of resources to optimize (e.g. John Doe, Jane Smith) |
startDate | string | Yes | Start of the optimization window (ISO 8601, e.g. 2026-01-08) |
endDate | string | Yes | End of the optimization window (ISO 8601, e.g. 2026-01-15) |
timeZone | string | Yes | IANA timezone identifier used to interpret dates and schedule the result |
incrementalMode | boolean | No | When true, existing appointments stay pinned in place and only unplanned tasks are added. When false (default), every appointment can be rescheduled for optimal routing. |
Example prompt
"Optimize routes for John, Jane and Lara from Monday to Friday."
The optimize-and-explain prompt wraps this tool in a guided BEFORE/AFTER comparison and explicitly instructs the agent never to apply changes without dispatcher approval.