Diagnostic Reports

Structured AI diagnostic reports

A diagnostic report is an AI-generated document that analyzes your equipment issue and produces a structured troubleshooting plan. Unlike the AI diagnostic chat which is conversational, the diagnostic report provides a complete, actionable plan you can work through at your own pace.

Reports are generated automatically when you select Generate AI Diagnostic Report during issue creation, or when you click Start AI Diagnosis from the issue detail page.

Accessing a diagnostic report

You can access a diagnostic report from:

• The issue detail page -- Click View Report in the Diagnostics card on the Overview tab, or navigate via the issue URL with /diagnostic appended.
• The Diagnostics tab -- If a report exists, it is referenced alongside diagnostic conversations.
• After issue creation -- If you selected AI diagnostic report during issue creation, you are taken directly to the report page.

A back button at the top-left returns you to the issue detail page.

Report generation process

When a report is requested, the system goes through up to three states:

Report sections

A completed diagnostic report contains the following sections:

AI Diagnostic Report header

The report title "AI Diagnostic Report" appears with a sparkle icon. If the AI has assigned a confidence level, a Confidence Badge is displayed next to the title showing High, Medium, or Low confidence with a colored dot indicator.

Analysis Summary

A card titled Analysis Summary provides a narrative overview of the issue based on the AI's analysis. This summary considers the reported symptoms, equipment type, manufacturer, and any photos or prior attempts. The equipment name appears as a badge below the summary text.

What You've Already Tried

If you described prior troubleshooting attempts when creating the issue, they are listed here so the AI avoids recommending steps you have already taken.

Likely Causes

The Likely Causes section lists the most probable root causes of the issue, each with:

• Cause name -- A concise description of the potential problem
• Likelihood level -- High, Medium, or Low
• Explanation -- Why this cause is suspected based on the symptoms

Causes are ranked by likelihood to help you focus on the most probable issues first.

Safety Considerations

If there are safety concerns related to the issue or the recommended troubleshooting steps, they appear in an amber-highlighted card with warning icons. These might include electrical hazards, infection control concerns, or situations requiring personal protective equipment.

Recommended Steps

The core of the report is a numbered list of troubleshooting steps. Each step is displayed as an expandable card with:

• Step number and total -- "Step 1 of 5"
• Estimated time -- How long the step should take (e.g., "2 min")
• Safety badge -- Either Staff Safe (green shield, safe for your team to perform) or Tech Only (red shield, should only be performed by a qualified technician)
• Title -- What the step involves
• Detailed instructions -- Expanded view with full guidance text
• Warning (if applicable) -- Amber or red alert box with specific cautions
• Pro Tip (if applicable) -- A lightbulb-highlighted hint to make the step easier

Each pending step has three action buttons:

• Tried it -- Next step -- Mark the step as completed and move to the next one
• Skip this step -- Skip without completing (the AI notes this for context)
• Ask AI -- Open a help chat specifically about this step for clarification

A progress badge at the top shows completion (e.g., "2 / 5 complete").

When a step resolves your issue, click the This resolved it button (shown with a celebration icon). This marks the issue as resolved and triggers a confetti celebration.

Next actions

After the recommended steps, the report shows contextual next-action options:

While steps are in progress:

• Chat with AI / Continue Chat -- Open or resume a diagnostic chat for more interactive help. If you have an existing chat, it shows the message count.
• Schedule Service -- Open the service scheduling dialog to bring in a technician.

After all steps are completed without resolution:

• A "Still Not Resolved?" card appears with options to Chat with AI, Schedule Technician, or Mark as Resolved.

Videos and Articles

If relevant resources are available, they appear at the bottom of the report:

• Video tutorials -- Linked videos with title, source, and duration
• Articles -- Documentation links with title and source

These resources are specific to the equipment type and issue described.

Working through steps from a report

The intended workflow for a diagnostic report is:

Connecting to diagnostic chat

You can start an AI diagnostic chat directly from a report by clicking Chat with AI. When you do, the chat inherits the report context -- the AI knows which steps you completed, which you skipped, and the report's analysis. This makes the chat continuation more efficient because the AI does not repeat already-covered ground.

If you already have an active chat for this report, the button reads Continue Chat with the message count displayed.

Sharing with technicians

When you escalate from a diagnostic report to scheduling a technician, the report summary is automatically included in the service preparation. The technician receives:

• The AI analysis summary
• Likely causes identified
• Steps that were completed and their outcomes
• Steps that were skipped
• Prior troubleshooting attempts

This ensures the technician arrives with full context of what has already been tried, reducing repeat diagnostics and speeding up resolution.

Tier limits