Generate a knowledge article from the CSM Configurable Workspace and classic environment with Now Assist

  • Release version: Xanadu
  • Updated January 30, 2025
  • 4 minutes to read

    • Generate the knowledge articles for resolved and closed cases within the CSM Configurable Workspace and classic environment with Now Assist.

    Before you begin

    To generate a knowledge article for a case, the case must be in the resolved and closed state, and must not already have a knowledge article linked to it. Although the Create Knowledge button appears in other states, it won’t trigger the skill. In those cases, clicking the button just opens the KB article form for manual entry.

    The following system property configurations are required so that you can use the Knowledge Centered Service (KCS) template when you’re generating knowledge articles.
    • Install the Knowledge Management Advanced plugin. For more information, see Activate the Knowledge Management Advanced plugin.
    • Enable Knowledge Centered Services (KCS) for CSM by setting the system property sn_customerservice.enable_knowledge_kcs to true. Otherwise, Now Assist uses the standard template.
    Make sure that your administrator enables Now Assist experience on the Create Article page to ensure that the following knowledge base generation criteria is configured:
    • The knowledge skills are installed.
    • In the Now Assist Admin console, ensure that the following criteria are in place:
      • Specify the table record and input fields.
      • Specify the conditions for the skill availability from the list of attributes.
      • Display the knowledge base generation feature In-product and specify the Now Assist panel.

    • Configure Create Article to apply the supported template; For example, Standard and KCS article HTML.

    • Currently, only the Create Article experience is available.
    • To manage who can access knowledge bases and knowledge articles, you can set permissions to define which users or user groups have the ability to read or contribute to the content. For more info, see Managing access to knowledge bases and knowledge articles

    Role required: agent

    About this task

    In  CSM Configurable Workspace and classic environment, you can generate the knowledge article information for a case by selecting Create Knowledge on the case record. This UI action displays the Use Al to draft this article modal. By using this modal, you can choose to write the article yourself or draft an article with  Now Assist and review and edit the knowledge article text.
    Note:

    The Create Knowledge UI action is available to the customer service agents who have assigned cases in the Resolve or Close state. You can also generate knowledge article information on demand from the Now Assist panel. For more information, see Knowledge article generation.

    Procedure

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
    2. Open a case that is assigned to you.
      The case record status should be either resolved or closed.
    3. Create the article by selecting Create Knowledge from the UI actions for the case record.
      Note:

      The Create Knowledge UI action is only visible when a case doesn't have an existing knowledge article that is associated with it.

      Alternative way to trigger the skill Request the generative AI capabilities in Customer Service Management by using the Now Assist panel.

    4. In the Create article modal, select a knowledge base and an Article template, if displayed.
      Note:
      If no options are displayed, the default template selected by your administrator in the Now Assist Admin console is used.
    5. Select Create Article.
    6. In the Use Al to draft this article modal, select Yes, draft with Now Assist.
      Figure 1. Modal to draft article using AI
      Enable Now Assist in CSM for KB article generation.
    7. Optional: In the new modal, search for similar cases that can be used to generate the article; otherwise, select Cancel.
      Figure 2. Additional relevant tasks
      Select up to five additional relevant cases in the new modal to generate the article.
      The completed article is displayed in the chosen template with a success message "This article was drafted by Now Assist. Be sure to review it for accuracy before saving."
      Note:
      • If no similar cases exist, this modal doesn’t appear, and the article is created. The generated article, based on the chosen relevant records, is linked to both the account case and all the relevant cases selected.
      • You can select up to five additional relevant cases in the new modal to generate the article.
      • You can modify the draft before saving it. The article appears in a new tab with a unique ID number for the knowledge article and is attached to the parent record.
      • If Now LLM Service fails to generate a result, an error message is displayed.
      • When creating an article by using Now Assist, after the process is triggered, it can't be stopped. Now Assist continues to generate the article even if you close the modal.
    8. Select the Knowledge Base and the Language in the pop-up window What language should Now Assist draft this article in.
    9. Select Continue.
      The article is generated in the selected knowledge base and language, and the content is displayed in that same language.
    10. Select some text in the KB article and then select the Now Assist icon.
      Now Assist icon generates a recommended text that is based on the context of the selected content in the article up to that point. You can refine your response by selecting to elaborate or shorten the selected text.
    11. Select Insert to paste the generated response.
    12. Review the Now Assist generated article and select Save or Publish.
      The Now Assist success message disappears which means that it’s no longer a Now LLM Service generated article.
      Note:
      Now Assist icon is also available for the published KB articles.