Summarize a record using Now Assist in Virtual Agent

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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 (plus icon).

      For iOS users this icon appears as an ellipsis symbol (ellipses icon)

    3. In the Now Assist panel, type a "summarize a record" and follow the prompts.
    4. Tap Send.
    5. Tap Done.
    6. Optional: Tap the plus icon to begin a new conversation.

    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

    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. Optional: Tap the plus icon to begin a new conversation.