Updating Project Status Using the Certinia Services Delivery Agent

You can use the Certinia Services Delivery agent to update PSA project status using natural language in an agent chat.

Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers. For more information, contact your Certinia Account Team.

Describe the status update in the chat. The agent identifies which of the five project status fields you are changing and presents a confirmation message showing the current and proposed values for each changed field. Only the fields you describe are updated — all other status fields remain unchanged. The record is saved only after you confirm. Status notes are saved exactly as you enter them, without rephrasing.

The five project status fields you can update are: Project Status, Scheduled Status, Scope Status, Financial Status, and Project Status Notes.

1. Open an agent chat and select the Certinia Services Delivery agent.
2. Describe the status update. For example, enter Set RAG to Amber, scope is Green, note: delayed due to vendor.
3. Review the current and proposed values in the confirmation window. Click Confirm to save the changes, or click Cancel to cancel the action.
4. The agent confirms the update in the chat.

Note:

You can only update project status fields that you have access to. If you request an update to a project field outside the five listed above, the agent returns a message explaining that the field cannot be updated from the chat.