You can enable an AI assistant for
Maximo Manage,
Maximo Health, Operational Dashboard, and asset dashboards. The assistant
uses the nl2oslc model template.
Before you begin
If you deployed Maximo AI
Service on-premises, ensure that you have
reviewed the entire process for enabling AI features and completed all prerequisites. For more
information, see Deploying Maximo AI Service on-premises.
If you are using Maximo AI
Service SaaS, ensure that you have specified
values for the Maximo Manage system properties. For more information, see
Deploying Maximo AI Service SaaS.
The quality of the assistant's answers is directly dependent on the quality of data for assets,
work orders, and service requests.
About this task
Starting in 9.1, the assistant can answer questions about only assets, work orders, and service
requests. In the Object Structures application, the Use for assistant
checkbox is selected in the object structures that are related to these data types. If you do not
want the assistant to answer questions about those data types, you can clear the checkboxes. The
checkbox is available for all object structures, but the assistant can use only those object
structures that have the checkbox selected by default.
Procedure
- In
Maximo Manage, open the AI configuration
application and then in the table, click the ASSISTANT AI
configuration.
If you delete the default configuration and then add another configuration
for the assistant, ensure that you use the nl2oslc model template and that you select the latest
version of the model.
- Review the content in the Edit AI
configuration dialog.
- Click
.
- In the Template version field, select the latest version of the
model. To view all versions, click the Lookup icon.
If you are
using the v9-251127-amd64 catalog version, you can choose either the Granite or GPT model version.
If you are using Maximo AI
Service on-premises, you must have adequate
hardware to run the model version that you choose. The following table describes the requirements
for each version.
Table 1. Hardware requirements for Granite and GPT
model
| Template version |
Requirements for on-premises Maximo AI
Service
|
|
1.0.4-granite
|
The Granite™ 3.2 8B
Instruct model requires at least one A100 GPU. This template version is also compatible with
H100 GPUs, which can deliver improved performance and accuracy compared to A100.
|
|
1.0.4-gpt
|
The gpt-oss-120b model fosters better performance, including faster response
times and greater accuracy. However, it requires a minimum of one H100 GPU.
Note: If you already configured the AI assistant but want to change the template version to the
gpt-oss-120b model, changing the template version will delete any set arguments. Make sure that you
record any current argument settings before you upgrade so that you can set the arguments after you
change the template version.
|
- Edit the quick starters.
Quick starters are suggested requests or
questions that appear in the welcome message when the assistant is opened by one of your users.
Quick starters can enable users to explore the assistant and its features more efficiently. You can
use the default quick starters or specify your own. Quick starters cannot be customized to certain
roles or users. Specify requests or questions that most of your users might want and that the
assistant can answer based on the selected object structures.
- Click OK.
- Set up arguments.
Arguments control some aspects of the models output
and how it processes data.
- Click . Some earlier versions of the assistant do not have arguments
that you can set. If the Actions menu does not contain a Set
arguments action, you do not set arguments.
- Review the values for the arguments.
Table 2. Arguments for assistant model
template
| Argument key |
Description |
Type |
| use_explanation |
Indicate whether responses include the query that was used to retrieve data. If set to true,
which means the query is included, performance can be affected.
|
string |
| use_router_filter |
Indicate whether prompts are screened for relevance before the assistant processes them. By
default and as a best practice, this argument is set to false. If set to true, meaning the prompts
are screened, performance can be affected.
|
string |
- Click Save.
- Click
.
Activating the AI configuration indicates that the AI configuration is prepared.
- From the
Creating the model enables the assistant on the
user interface. The assistant is available for
Maximo Manage,
Maximo Health, Operational Dashboard, and asset dashboards.
The
assistant appears in the lower right of the interface. You can drag and drop the icon to different
areas on the user interface, but the assistant chat window always opens on the right side of the
page.
Note: If you are using the Maximo Application Suite customer-managed feature
channel, starting in the December 2025 update, the AI assistant is launched from an icon in the page
header in
Maximo Manage, Maximo Health,
Operational Dashboard, and asset dashboards. The chat window opens on the right side of the page. If
the assistant requires time to respond to a question or request, you can close the chat window. The
assistant continues working, and the icon notifies you when the work is
done.
What to do next
Access to the AI assistant chat window is managed through security groups. In Security Groups,
open a security group and on the Applications tab, in the Applications table,
in the Description column, search for assistant. In
the Options for assistant table, as a system administrator, you can grant or remove access to the
Maximo Assistant option.
To use the assistant, users must also have access to work orders, service request, and assets.
Security groups can grant users access to the chat window, but if users do not have access to data,
the assistant cannot answer questions. Users can only receive answers that contain data that they
have access to.
Later, if you want to edit the quick starters or other configuration settings, you must
deactivate the model first. In the AI configuration, click
.
Optionally, you can complete prompt tuning. Prompt tuning is a process in which you specify
parameters, also known as prompts, for the model to consider. Each prompt is context that the
assistant uses when answering questions or requests. Complete prompt tuning only if you want to
alter how the assistant responds to certain questions.
If you are enabling your organization's first deployment of the AI assistant, you might skip
prompt tuning until you complete testing of the assistant. If the assistant can answer questions
accurately for your organization, you do not need to complete prompt tuning. For more information,
see Prompt tuning for the Maximo AI assistant.
The assistant does not currently include a feedback mechanism for answers. Conversation history
cannot be saved. The assistant does not support integrations with external systems.
For more information about using the assistant, see Using the assistant.