Request generative AI capabilities in Financial Services Operations with Now Assist panel

Request the contextual generative AI capabilities, such as a case summary, in the Financial Services Operations (FSO) application by using the conversational interface in the Now Assist panel.

Before you begin

Make sure that Next Experience is enabled in the instance. For more information, see Next Experience UI.

Role required: sn_bom_credit_card.dispute_agent, sn_bom_credit_card.dispute_manager, sn_bom_credit_card.dispute_viewer, sn_bom_credit_card.contributor, sn_bom.b2c_agent, sn_bom.b2b_agent, sn_bom.adjuster, sn_bom.fnol_representative

Note: These roles are the default list of roles that are defined for this task. Administrators can modify the list of roles in the Now Assist Admin console.

About this task

You can use the Now Assist panel in Financial Services Workspace to request a case summary.

For more information about the Now Assist panel, see Now Assist panel. For information about activating the Now Assist panel, see Activate the Now Assist panel standard chat.

Procedure

1. Navigate to Workspaces > Financial Services Workspace.

2. Log in to an instance where the Now Assist for FSO application is installed.

3. Request the generative AI capabilities in FSO for a case by selecting the Now Assist icon

1. After you request the generative AI capabilities, you can summarize a case.

Parent Topic:Using generative AI in Now Assist for Financial Services Operations (FSO)