Configure Now Assist in Contract Management

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • As an AI administrator for contracts, you can configure Now Assist in Contract Management so that contract fulfillers can use the Now Assist capabilities while working on contract documents or search the contracts for information from the Now Assist panel.

    Vorbereitungen

    Ensure that Contract Management Pro (sn_cm_pro) and Contract Workspace (sn_cm_workspace) are installed before installing Now Assist in Contract Management.

    Ensure that the application is in Global or Now Assist in Contract Management scope.

    Role required: sn_cm_gen_ai.ai_contract_admin

    Warum und wann dieser Vorgang ausgeführt wird

    Use the Now Assist Admin console to configure Now Assist in Contract Management. The console contains everything that you need to configure the Now Assist skills. For more information, see Overview tab in Now Assist Admin.

    The following skills are available for Contract Management Pro in the Now Assist Admin console:
    • Contract metadata extraction
    • Contract obligation extraction
    • Contract analysis

    You can use Now LLM Service, Now LLM Long Term Stable models (LTS), Azure OpenAI, Google Gemini or Anthropic Claude on AWS as the AI model provider for all Now Assist skills and AI agents. Use the Configuration Controls in AI Control Tower to define which options are available, then set the skill-level preferences in the Now Assist Admin console. For more information, see Large language models on the ServiceNow AI Platform®.

    Prozedur

    1. Install the Now Assist in Contract Management plugin (sn_cm_gen_ai).
    2. Navigate to All > Now Assist Admin > Skills to access the Now Assist Skills tab of the Now Assist Admin console.
    3. Navigate to Employee > CM Pro.
    4. Select Activate skill on the skill you want to activate.
      Abbildung : 1. Now Assist skills for Contract Management Pro
      Now Assist skills available for Contract Management Pro.
    5. In the skill guided setup, configure the use cases and other mappings for the skill.
      For more information on configuring contract metadata extraction, see Configuring contract metadata extraction.

      For more information on configuring contract obligation extraction, see Configuring contract obligation extraction.

      For more information on configuring contract analysis, see Configuring contract analysis.

    6. In the Define access page, select the roles to specify who can access the skills.
      • If custom roles were added before upgrading to Now Assist in Contract Management Australia patch 1, they are updated automatically by a script and appear in the Define access page.
      • If custom roles were not added, the default role sn_cm_gen_ai.ai_contract_fulfiller, sn_cm_gen_ai.ai_contract_admin, and sn_cm_gen_ai.ai_contract_config automatically appear in the Define access page.
      • If new roles are created after the upgrade, add them manually in the Define access page.
    7. In the Review and activate page, select Activate.

    Ergebnisse

    The Now Assist skill is activated for Contract Management Pro.

    You can update or deactivate the skill by selecting Edit and Deactivate the options menu icon (Options menu icon.) of the active skill. For more information, see Deactivate skills for Now Assist in Contract Management.

    Nächste Maßnahme

    Configure data permissions for Now Assist skills