Now Assist for Enterprise Architecture (EA) access roles
The following roles help you to configure and use each Now Assist for Enterprise Architecture (EA) skill.
Access to Now Assist for Enterprise Architecture (EA) skills is controlled by a combination of the EA Workspace role assigned to the user and, in some cases, additional platform-level or feature-specific roles. The table summarizes each skill, the role required to use it, and whether additional roles are needed.
| Skill | Configure role | Use role |
|---|---|---|
| Configure Now Assist for EA (all skills) | admin | Not applicable |
| Configure AI Data Explorer and Query Generation skills | now_assist_explorer_admin or higher (AI Data Explorer); admin (Query Generation) | Not applicable |
| Generate a summary for ADRs (ADR doc summarization) | admin | sn_apm.apm_user |
| Elaborate or shorten content in ADRs | admin | sn_apm.apm_user |
| Generate insights into business applications | admin | sn_apm.apm_user |
| Compare Enterprise Modeling and Visualization diagrams | admin | sn_apm.apm_read and sn_apm.apm_user |
| Elaborate or shorten content in form fields (Refine text) | admin | sn_apm.apm_user |
| Generate insights for EA Workspace dashboard widgets (AI Data Explorer) | now_assist_explorer_admin or higher | sn_apm.apm_user or sn_apm.apm_read; now_assist_explorer_user |
| Register a business application using conversational experience | admin | None (any authenticated user) |
| Register a digital integration using conversational experience | admin | None (any authenticated user) |
| Generate an enterprise architecture diagram from an uploaded image; review AI-generated shapes in split-screen mode; accept or discard low-confidence shape replacements; accept all shapes and publish the diagram to draft | admin | sn_apm.apm_user |
| Ask natural language questions about the EA portfolio using the Enterprise Architecture Explorer Query Agent | admin | sn_apm.apm_user |
Configuration
All Now Assist for EA skills are configured from the Now Assist Admin console. Configuration requires the admin role or, for AI Data Explorer skills, the now_assist_explorer_admin role.
| Capability | admin | now\_assist\_explorer\_admin | sn\_apm.apm\_user | sn\_apm.apm\_read | now\_assist\_explorer\_user | Notes |
|---|---|---|---|---|---|---|
| Activate and configure all Now Assist for EA skills from the Now Assist Admin console \(ADR summarization, business application insights, diagram change analysis, refine text, conversational experience\) | Image omitted: icon-check-mark-green.png Yes | |||||
| Configure skill availability conditions \(always available or custom conditions\) | Image omitted: icon-check-mark-green.png Yes | |||||
| Configure role-based access to individual skills | Image omitted: icon-check-mark-green.png Yes | |||||
| Define and configure custom parameters for the business application insights prompt; make a copy of the business application insights skill | Image omitted: icon-check-mark-green.png Yes | |||||
| Activate and configure conversational experience skills for registering business applications and digital integrations through Virtual Agent | Image omitted: icon-check-mark-green.png Yes | |||||
| Configure Query Generation skills \(Analytics query generation and Analytics hidden insights generation\) | Image omitted: icon-check-mark-green.png Yes | |||||
| Activate and configure AI Data Explorer skills \(Analytics exploration, Exploration summarization, Refine text in exploration, Data visualization generation\) | Image omitted: icon-check-mark-green.png Yes | |||||
| Configure AI Search for dashboard insight generation | Image omitted: icon-check-mark-green.png Yes |
ADR doc summarization and actions
ADR skills are powered by the ADR Doc Summarization and Actions skill. The skill must be activated by an admin before use.
| Capability | admin | now\_assist\_explorer\_admin | sn\_apm.apm\_user | sn\_apm.apm\_read | now\_assist\_explorer\_user | Notes |
|---|---|---|---|---|---|---|
| Generate a Now Assist summary of an ADR document from the Artifact content tab | Image omitted: icon-check-mark-green.png Yes | |||||
| Elaborate selected text in an ADR document | Image omitted: icon-check-mark-green.png Yes | |||||
| Shorten selected text in an ADR document | Image omitted: icon-check-mark-green.png Yes | |||||
| Summarize selected text in an ADR document | Image omitted: icon-check-mark-green.png Yes | |||||
| Use the Refine button to further elaborate or shorten generated content | Image omitted: icon-check-mark-green.png Yes | |||||
| Insert generated content into the ADR record; copy generated summary text | Image omitted: icon-check-mark-green.png Yes | |||||
| Use the ADR summarization skill | Image omitted: icon-check-mark-green.png Yes | sn\_apm.apm\_read is in the default skill access list. Admins can modify role access from the Now Assist Admin console. |
Business application insights
The business application insights skill generates context-aware summaries and actionable insights for business applications. Insights automatically include contextual data from the page where they are generated.
| Capability | admin | now\_assist\_explorer\_admin | sn\_apm.apm\_user | sn\_apm.apm\_read | now\_assist\_explorer\_user | Notes |
|---|---|---|---|---|---|---|
| Generate insights from the business application details page | Image omitted: icon-check-mark-green.png Yes | |||||
| Generate context-aware insights from the Business Portfolio page \(capability context, cross-capability impact, indicator scores, fiscal period\) | Image omitted: icon-check-mark-green.png Yes | |||||
| Generate context-aware insights from the Application Rationalization bubble chart \(axis metrics, quadrant position, bubble size metric, planned disposition, fiscal period\) | Image omitted: icon-check-mark-green.png Yes | |||||
| Generate context-aware insights from the Application Rationalization list view \(indicator scores, actual scores, fiscal period, connected demands\) | Image omitted: icon-check-mark-green.png Yes | |||||
| View insights in a side panel wherever business application details are shown | Image omitted: icon-check-mark-green.png Yes | |||||
| Refresh generated insights after updating business application data | Image omitted: icon-check-mark-green.png Yes | |||||
| Provide thumbs up or thumbs down feedback on generated insights | Image omitted: icon-check-mark-green.png Yes |
Compare Enterprise Modeling and Visualization diagrams
The diagram change analysis skill generates an AI summary of changes between two diagram versions, including an executive summary and a breakdown of added, modified, and removed shapes and relationships.
| Capability | admin | now\_assist\_explorer\_admin | sn\_apm.apm\_user | sn\_apm.apm\_read | now\_assist\_explorer\_user | Notes |
|---|---|---|---|---|---|---|
| Select two diagram versions to compare from the Compare versions pop-up window | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Both sn\_apm.apm\_user and sn\_apm.apm\_read are required. Neither role alone is sufficient to use this skill. | |||
| View the AI-generated executive summary of changes between two diagram versions | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Both sn\_apm.apm\_user and sn\_apm.apm\_read are required. | |||
| View a breakdown of shapes, entities, and relationships that have been added, modified, or deleted | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Both sn\_apm.apm\_user and sn\_apm.apm\_read are required. | |||
| View visual canvas highlights \(new shapes and lines in green, modified in yellow\) | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Both sn\_apm.apm\_user and sn\_apm.apm\_read are required. | |||
| Change the diagram versions and regenerate the comparison summary | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Both sn\_apm.apm\_user and sn\_apm.apm\_read are required. | |||
| Refresh the summary after changing the primary diagram version | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Both sn\_apm.apm\_user and sn\_apm.apm\_read are required. | |||
| Copy the generated change summary; provide helpful or not helpful feedback | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Both sn\_apm.apm\_user and sn\_apm.apm\_read are required. |
Elaborate or shorten content in form fields (Refine text)
The Refine text skill is available in the Description and Reasoning fields on forms for business applications, business capabilities, business processes, value stream stages, and information objects.
| Capability | admin | now\_assist\_explorer\_admin | sn\_apm.apm\_user | sn\_apm.apm\_read | now\_assist\_explorer\_user | Notes |
|---|---|---|---|---|---|---|
| Elaborate or shorten text in the Description field of a business application | Image omitted: icon-check-mark-green.png Yes | |||||
| Elaborate or shorten text in the Description field of a business capability, business process, value stream stage, or information object | Image omitted: icon-check-mark-green.png Yes | |||||
| Generate reasoning content for the Reasoning field \(Planned Disposition section\) of a business application by entering prompts in the text box | Image omitted: icon-check-mark-green.png Yes | |||||
| Elaborate or shorten existing text in the Reasoning field | Image omitted: icon-check-mark-green.png Yes |
Generate insights for EA Workspace dashboard widgets
The dashboard insights feature uses the AI Data Explorer and Query Generation skills to provide a conversational interface for querying and analyzing EA Workspace dashboard data. Both an EA Workspace role and the now_assist_explorer_user role are required.
| Capability | admin | now\_assist\_explorer\_admin | sn\_apm.apm\_user | sn\_apm.apm\_read | now\_assist\_explorer\_user | Notes |
|---|---|---|---|---|---|---|
| Use the Explore with AI icon on any supported dashboard widget to open the AI Data Explorer | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires an EA Workspace role \(sn\_apm.apm\_user or sn\_apm.apm\_read\) AND now\_assist\_explorer\_user. AI Data Explorer and Query Generation skills must be activated and AI Search must be configured. | ||
| Ask natural language questions about data from a single dashboard widget | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires EA Workspace role AND now\_assist\_explorer\_user. | ||
| Perform trend analysis queries \(for example, how application counts changed over time\) | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires EA Workspace role AND now\_assist\_explorer\_user. | ||
| Perform comparative queries \(for example, application counts across different technology types\) | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires EA Workspace role AND now\_assist\_explorer\_user. | ||
| Perform specific metric queries \(for example, which application family is most used\) | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires EA Workspace role AND now\_assist\_explorer\_user. | ||
| Use Standard analysis or Extended analysis mode | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires EA Workspace role AND now\_assist\_explorer\_user. | ||
| Add the widget data to an exploration for Now Assist to generate its own insights | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires EA Workspace role AND now\_assist\_explorer\_user. | ||
| Define a goal to improve the quality of generated insights; ask follow-up questions based on Now Assist suggestions | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires EA Workspace role AND now\_assist\_explorer\_user. | ||
| Summarize generated insights; share, duplicate, or delete generated insights | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Image omitted: icon-check-mark-green.png Yes | Requires EA Workspace role AND now\_assist\_explorer\_user. |
Generate enterprise architecture diagram skill
The Generate enterprise architecture diagram skill uses an AI agent to create Enterprise Modeling and Visualization diagrams from an uploaded image. After the diagram is generated, you can review the result in split-screen mode, where shapes with a low confidence are highlighted for review. You can accept or replace individual low-confidence shapes, then publish the diagram or discard it entirely.
| Capability | admin | now\_assist\_explorer\_admin | sn\_apm.apm\_user | sn\_apm.apm\_read | now\_assist\_explorer\_user | Notes |
|---|---|---|---|---|---|---|
| Activate and configure the Generate enterprise architecture diagram skill | Image omitted: icon-check-mark-green.png Yes | |||||
| Upload an image and invoke the skill to generate an enterprise architecture diagram via the Now Assist panel | Image omitted: icon-check-mark-green.png Yes | |||||
| Review the AI-generated diagram in split-screen mode, with the uploaded image displayed alongside the generated diagram canvas | Image omitted: icon-check-mark-green.png Yes | |||||
| Identify and replace low-confidence shapes highlighted on the diagram canvas; accept an individual shape replacement to remove the highlight and reduce the low-confidence count | Image omitted: icon-check-mark-green.png Yes | |||||
| Select Accept All to accept all shape replacements and move the diagram to draft state | Image omitted: icon-check-mark-green.png Yes | |||||
| Select Discard to delete the AI-generated diagram, including the artifact, version, attachment, and diagram instance | Image omitted: icon-check-mark-green.png Yes | A confirmation dialog is shown before the diagram is deleted. |
Enterprise Architecture Explorer Query Agent
The Enterprise Architecture Explorer query agent is an agentic Now Assist skill that answers natural language questions about EA portfolio data, including business applications, capabilities, value streams, technology standards, and information objects. The agent is accessed from the Now Assist panel in Enterprise Architecture Workspace.
| Capability | admin | now\_assist\_explorer\_admin | sn\_apm.apm\_user | sn\_apm.apm\_read | now\_assist\_explorer\_user | Notes |
|---|---|---|---|---|---|---|
| Ask natural language questions about EA portfolio data using the Now Assist panel in Enterprise Architecture Workspace | Image omitted: icon-check-mark-green.png Yes | |||||
| Query EA data across business applications, capabilities, value streams, TRM, information objects, and technical debt; query TCO on non-BA entities \(capabilities, information objects, value streams, application services, and business services\) by rolling up through associated business applications | Image omitted: icon-check-mark-green.png Yes | |||||
| Apply multiple filter conditions and compare trends in a single question | Image omitted: icon-check-mark-green.png Yes | |||||
| Ask follow-up questions within the same session without restating context; select suggested follow-up questions generated by the agent | Image omitted: icon-check-mark-green.png Yes |
Conversational experience (Virtual Agent)
The conversational experience skills let any authenticated user register business applications or digital integrations through a natural language chat interface in any application that supports Virtual Agent. No EA Workspace role is required.
| Capability | admin | now\_assist\_explorer\_admin | sn\_apm.apm\_user | sn\_apm.apm\_read | now\_assist\_explorer\_user | Notes |
|---|---|---|---|---|---|---|
| Register a business application through Virtual Agent by providing details such as name, description, IT owner, business owner, category, and application type | No role required. Any authenticated user can access this skill. A Virtual Agent-enabled application such as the Employee Center must be installed. The conversational experience must be configured by an admin. | |||||
| Register a digital integration through Virtual Agent by providing details such as subscriber business application, provider digital interface, IT owner, and description | No role required. Any authenticated user can access this skill. A Virtual Agent-enabled application must be installed and configured by an admin. | |||||
| Use short or elaborate natural language instructions — Virtual Agent maps the provided context to the appropriate catalog item fields automatically | No role required. | |||||
| Skip non-required fields during the conversational registration flow | No role required. | |||||
| Review and modify the auto-populated form fields before submission | No role required. |
Parent Topic:Configure Now Assist for Enterprise Architecture (EA)
Related topics
Configure Now Assist for Enterprise Architecture (EA)
Configure AI Data Explorer and Query Generation skills
Now Assist for Enterprise Architecture (EA)
Enterprise Architecture Workspace access roles
Enterprise Architecture AI agent diagramming agentic workflow