Summarize a record using Now Assist in Virtual Agent

You can create a summary of a work order task record using the Now Assist in Virtual Agent directly from the ServiceNow Agent application.

Before you begin

Role required: wm_agent

About this task

You can summarize a record by launching Ask Now Assist from the home screen and typing "summarize a record" or by navigating to a specific work order task record and using the Quick actions menu. Both methods provide a quick and efficient way to generate a summary.

Procedure

1. Navigate to My work.

2. From quick actions, select Ask Now Assist.

   For Android users, this icon appears as a plus symbol (

For iOS users this icon appears as an ellipsis symbol \(

1. In the Now Assist panel, type a "summarize a record" and follow the prompts.

2. Tap Send.

3. Tap Done.

4. Tap the plus icon to begin a new conversation.

Parent Topic:Using Now Assist for Field Service Management (FSM)

Summarize a record directly from a work order task record using Now Assist in Virtual Agent

Generate summary from the work order task record.

Before you begin

Role required: wm_agent

[Omitted video] Description: This video demonstrates how to summarize a record directly from a work order task record

Procedure

1. Navigate to My work.

2. In the My tasks section, tap a work order task record.

3. Tap the Quick actions icon in the top right corner of the screen.

4. Tap Ask Now Assist.

5. Tap Show all my options.

   Note:

   Any skills configured by an admin for Now Assist in Virtual Agent are shown.

6. Tap Summarize a record.

7. Tap Done.

8. Tap the plus icon to begin a new conversation.