Configure attachment summary

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Customize the case summarization skill in Now Assist for HRSD to include summaries of case attachments.

    Antes de Iniciar

    Role required: admin

    Procedimento

    1. Navigate to All>Now Assist Admin>Skills.
    2. Select Employee, then select HRSD.
    3. Make a copy of the case summarization skill.
      For more information, see Make a copy of a Now Assist skill.
    4. Navigate to the Choose input step.
    5. In the +New data source drop-down, select Activity: Attachment.
      Configure this data source for all required input templates (Case new, Case work in progress, or Case resolved states).
    6. Review the remaining sections, then select Activate.