Configure customer contextual summarization in Now Assist for FSO

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

    • Configure the customer contextual summarization skill in Now Assist for FSO to enable AI-powered summaries when initiating a customer interaction.

    Vorbereitungen

    Role required: admin

    Verify the Now Assist for Financial Services Operations (FSO) plugin (sn_fso_gen_ai) is installed.

    Prozedur

    1. Navigate to All > Now Assist Admin > Skills to access the Now Assist Skills tab of the Now Assist Admin console.
    2. Select the Customer > FSO workflow group.
    3. In the Customer Contextual Summarization feature card, select Activate skill.
    4. In the Define access step, define the user access for the skill using Access Control Lists (ACLs).
      The roles sn_bom.account_contributor and sn_bom.consumer_contributor are defined by default.
    5. Select Save and continue.
    6. In the Select display step, select where you would like to display the skill.
      • In-product desktop: When selected, the Now Assist skills are displayed on forms and workspaces.

        For the skills that appear in-product, select the arrow icon (>) to define the roles that can use the skill.

      • Now Assist context menu: When selected, the Now Assist skills are available in the Now Assist panel. If you don't see this option, you must activate the Now Assist panel. For more information, see Activate the Now Assist panel standard chat.

        For the skills that appear in the Now Assist panel, select the arrow icon (>) to define the roles that can use the skill.

    7. Select Save and continue.
    8. In the Review and active step, review your choices and select Activate to complete the configuration.

    Ergebnisse

    The skill is successfully activated.

    Nächste Maßnahme

    You can choose which service provider to use for this skill in the Now Assist Admin console.