Configure Now Assist for Customer Service Management (CSM) in Virtual Agent

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Use Now Assist for CSM in Virtual Agent to provide users a content-driven generative AI experience.

    Vorbereitungen

    Role required: admin

    To ensure LLM-based appointment booking works in Customer Service Management, the following apps are required:

    Warum und wann dieser Vorgang ausgeführt wird

    There are 6 main steps to configure Now Assist for CSM in Virtual Agent:
    1. Activate Virtual Agent for Customer Service Management (CSM).
    2. Configure Now Assist in Virtual Agent.
    3. Install Conversational Appointment Booking.
    4. Enable Walk-up Experience Appointment Booking.
    5. Configure API credentials for OpenAI.
    6. Enable Schedule a Walk-up Appointment topic in the Virtual Agent.

    Prozedur

    1. Navigate to All > Conversational interfaces > Virtual Agent > Designer.
    2. Locate and select Schedule a Walk-up Appointment topic under Now LLM.
    3. Select the Properties tab.
    4. Locate the check box labeled Now Assist for Virtual Agent under Select LLM assistant to make topic available.
    5. Select Save.
    6. Select Publish.

    Ergebnisse

    The topic is available and active in the chat window.