Configure Financial Services Operations Now Assist skills

Configure Now Assist skills for Financial Services Operations to enable AI-powered capabilities such as case summarization, disputes intake, and customer profile summarization. Use this overview to identify and complete the configuration tasks for your deployment.

Configuration overview

• Configure case summarization in Now Assist for Financial Services Operations (FSO)

  Configure case summarization skills for your agents in Financial Services Workspace and Core UI.

• Configure Disputes intake via Virtual Agent in Now Assist for Financial Services Operations (FSO)

  Set up Disputes intake via Virtual Agent to provide a conversational chatbot experience for your customers to submit card disputes.

• Configure banking customer profile summarization in Now Assist for FSO

  Configure and activate the Customer Profile Summarization skill for the Customer 360 page in Agentic Contact Center for Banking.

• Configure banking customer interaction context summary skill in Now Assist for FSO

  Configure and activate the Customer Interaction Context Summary skill for the Interaction page in Agentic Contact Center for Banking.

• Configure insurance customer profile summarization in Now Assist for FSO

  Configure and activate the Insurance Customer Profile Summarization skill for the Customer 360 page in Agentic Contact Center for Insurance.

• Configure insurance customer interaction context summary skill in Now Assist for FSO

  Configure and activate the Insurance interaction context summary skill for the Interaction page in Agentic Contact Center for Insurance.

• Configure case summarization in Now Assist for Financial Services Operations (FSO)
  If you have the admin role, you can configure the Now Assist for Financial Services Operations (FSO) application so that your agents can use case summarization skills in Financial Services Workspace and Core UI.

• Configure Disputes intake via Virtual Agent in Now Assist for Financial Services Operations (FSO)
  If you have the admin role, you can configure Disputes intake via Virtual Agent in Now Assist for Financial Services Operations (FSO). This provides a conversational experience for your customers to submit card disputes.
• Configure banking customer profile summarization in Now Assist for FSO
  Configure the Customer Profile Summarization skill in Now Assist for FSO to enable AI-powered summaries of banking customer information in Agentic Contact Center for Banking.
• Configure banking customer interaction context summary skill in Now Assist for FSO
  Configure the customer interaction context summary skill in Now Assist for FSO to enable AI-powered summaries when initiating a banking customer interaction in Agentic Contact Center for Banking.
• Configure insurance customer profile summarization in Now Assist for FSO
  Configure the Insurance Customer Profile Summarization skill in Now Assist for FSO to enable AI-powered summaries of insurance customer information in the Customer 360 page of Agentic Contact Center for Insurance.
• Configure insurance customer interaction context summary skill in Now Assist for FSO
  Configure the Insurance interaction context summary skill in Now Assist for FSO to enable AI-powered real-time summaries of insurance customer interactions in the Interaction page of Agentic Contact Center for Insurance.

Parent Topic:Configuring Now Assist for Financial Services Operations (FSO)