Customize Now Assist for IT Service Management (ITSM) Request management skills

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

    • If you have the admin role, you can customize a Now Assist for IT Service Management (ITSM) skill so that agents can use the generative AI skills in Service Operations Workspace for ITSM and in Core UI.

    Vorbereitungen

    Role required: sn_nowassist_admin.nsa_admin

    Warum und wann dieser Vorgang ausgeführt wird

    Wichtig:
    Request management skills include the following:
    • Request summarization
    • Requested item summarization
    • Catalog task summarization
    • Request activity response generation
    • Requested item activity response generation

    The following procedure contains examples that are specific to the request summarization skill. The steps are broadly applicable to other request-related summarization skills. The input table and input fields of activity response generations skills are read-only.

    Prozedur

    1. Navigate to Admin > Now Assist Admin.
    2. Select the Now Assist Skills tab.
    3. In the Technology feature group, select ITSM from the product list.
    4. Copy the Now Assist for ITSM skill for customization.
      Hinweis:
      The skill is active by default.
      1. Select the more actions icon More actions icon. for the skill, and select Make a copy to create a copy to customize.
      2. Select the copied skill and select Activate to activate the skill.
        A guided setup leads you through the configuration of the general details, input, availability, display, review, and activation of the customized skill.
    5. In the General details step, fill in the fields.
      1. Enter a name and description for the skill.
      2. Select Save and continue to go to the next step.
    6. Choose input data.
      For information about the inputs and triggers for each skill, see Skill inputs and triggers for Now Assist for IT Service Management (ITSM).

      Each skill relies on a base input table and input fields with descriptions to provide context for the Now LLM Service to generate a response.

      Select only those related tables that are offered with the base system as part of the input data.

      1. Add multiple base input tables and fields if more inputs are needed.

        Choose input data screen that contains the input tables and fields to define the prompt.

        The following table lists the base input table fields and descriptions, including a relevant example.
        Tabelle : 1. Base input fields
        Field Description
        Base input field

        Field in the Incident table whose value this skill uses in its response.

        For example, Short description.
        Field description

        Description of the base input field value.

        For example, Short description of the request provides quick info about the issue.
      2. Add additional related tables and fields as needed.

        Adding the input data sources, such as more related tables and fields provide more context to the Now LLM Service in a related list.

        Configuring the related table fields follows the same format as the base input table fields in the Choose input step.

        Choose additional input data screen that contains the input tables and fields to define the prompt.
      3. Select Save and continue to go to the next step.
    7. Customize the prompt.
      1. Select the Request management record in the Test response section, and test the prompt response output format by selecting Run Test.
      2. Select Edit prompt in Now Assist Skill Kit to make necessary changes to the prompt in the Now Assist Skill Kit.
        Edit prompt screen to modify prompts in the Now Assist Skill Kit.
      3. Select Save and continue to go to the next step.
    8. Define availability.

      Define how the skill will be available to users.

      1. Configure the skill to be always available to users, or select the conditions that must be met before the skill is available.
        Selecting Customize skill availability displays a condition builder to filter the data further.
      2. Select Save and continue to go to the next step.
    9. Define access.

      Define which roles can access the selected Request management skill. By default, the itil role can access it.

    10. Select display.
      Configure where to display the summarization for the selected Request management skill.
      1. Select either In-product desktop or Now Assist panel.
        • In-product desktop: When selected, Now Assist skills are displayed in all ITSM products (on forms and in workspaces).

          For the skills that appear in-product, select the down arrow to identify the roles that can use the skill.

        • Now Assist panel: When selected, 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 down arrow to identify the roles that can use the skill.

      2. Select Save and continue to go to the next step.
    11. Review and activate.
      Review your choices and select Activate to complete the skill customization. The popup that shows that the activation was successful appears.