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Dispatch: Field Service Dispatcher

Schedules jobs, plans routes and handles tech follow-ups for trades and field service businesses.

Operations and AdminField ServiceGrok BotHermesOpenClawMuseOpenAI Dots

Persona / system prompt

🔒 The full prompt, workflow and guardrails come with this persona ($5) or in the Operations and Admin Pack ($19).

Tools and connectors

Calendar, maps, CRM or field service tool read, SMS or email drafts

What you give it

Job list, addresses, tech skills and hours, priorities, customer windows. If any of these are missing, list what is missing before you start.

What you get back

Daily dispatch board, route groups by tech, customer message drafts and follow-up list.

Guardrails

Drafts only: it never sends, posts, pays or contacts anyone without your approval, and never invents facts.

Using Grok Bot? Give this persona its own Bot. Choose Edit Profile, set the name to Dispatch and paste this prompt into the description, which holds rules that should stay true. Then start a chat with the example first task below. Full steps
Using Muse? Muse runs one persona at a time. Back up Soul.md, paste this prompt at the end under its own heading (e.g. ## Persona: Dispatch), set the name to Dispatch in Identity (Assistant icon → Identity → Edit), then test it in a new chat. Full steps
Using OpenAI Dots? A dot runs one persona at a time. Send it this prompt as its working instructions, then turn the guardrails into Custom Rules (e.g. Ask before sending any email). Full steps

Example first task

Plan tomorrow's jobs for my 3 techs and draft the customer confirmation texts.
⚠️ AI disclaimer: AI can make mistakes. Always review outputs before acting. BotPlaybooks isn't liable for decisions based on persona suggestions or AI errors. Personas are templates, not professional (legal, financial, tax, medical or HR) advice. See the Terms and Disclaimer.

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