---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/employee-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Summarize a Sidebar discussion

# Summarize a Sidebar discussion by using ServiceNow Otto for HRSD {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Generate a summary of the Sidebar discussions between agents, requesters, and subject matter experts by using the chat summarization skill in the ServiceNow Otto for HR Service Delivery (HRSD) application.

## Before you begin

[Configure ServiceNow Otto for HR Service Delivery (HRSD)](https://servicenow-prod.fluidtopics.net/SG~vXzoZTU9VFeKv6CZglA "If you have the admin role, you can configure the ServiceNow Otto for HR Service Delivery (HRSD) application so that your agents can use the generative AI capabilities in Agent Workspace for HR Case Management and Core UI.").

Role required: sn_hr_core.case_writer

## About this task

You can do these actions by using Sidebar discussion summarization:

* Summarize the Sidebar discussion at any point during the discussion using the `/Summarize` quick action.
* Share the Sidebar discussion to the work notes.
* Provide feedback for the summary.
{#sidebar-discussion-nahr__ul_eh5_wfc_1cc}  
Note:  
The Sidebar discussion summarization skill can be found in the HRSD tab under the Employee group in AI Admin Hub.  
Important:  
This generative AI skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see [AI agents, skills, and agentic workflows on by default](https://www.servicenow.com/docs/access?context=now-assist-skills-on-by-default&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).

You can make a copy of this skill to configure it to meet your business needs. For more information, see [Make a copy of AI skill](https://www.servicenow.com/docs/access?context=make-a-copy-of-a-now-assist-skill&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).

## Procedure

1. Navigate to WorkspacesAgent Workspace for HRSD and open an HR case that supports Sidebar discussion and summarization.
2. Choose an existing discussion, or start a new discussion.  
   Start a new discussion by doing these actions:
   1. Select Discuss.
   2. In the Start a Sidebar discussion modal, add participants.
   3. Select Start Discussion.
   {#sidebar-discussion-nahr__substeps_nps_sjm_bcc}
3. Generate a summary of the Sidebar discussion during the conversation either by using the Summarize quick action (enter <kbd class="ph userinput">/Summarize</kbd> in the Active sidebar discussion window), or by selecting the quick action icon ![Quick action icon.]().
4. After summarizing the Sidebar discussion, you can add it to the case work notes, and provide feedback about it.

   | Option | Procedure |
   | Save the summary information by adding it to the case work notes | 1. Select Share as Work notes. 2. In the Share Case summary as Work notes dialog box, edit the summary. 3. Select Save to Work notes. {#sidebar-discussion-nahr__ol_fh5_fkm_bcc} |
   | Provide feedback for the summary | If you'd like to provide feedback, select either the helpful icon (![Helpful icon.]()) or the not helpful icon ![Not helpful icon.]()). This feedback improves the generative AI model and can help to improve the future versions of this skill. The system gathers the feedback on each generated summary and stores it in the generative AI logs (sys_generative_ai_log_list.do). |
   |-|-|

   {#sidebar-discussion-nahr__choicetable_vzl_myv_bcc}
{#sidebar-discussion-nahr__steps_e1h_ggz_n2c}
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* [ServiceNow Otto for HR Service Delivery (HRSD) integration with Enterprise Service Management Integrations Framework](https://servicenow-prod.fluidtopics.net/hBCsGdVQHouc38LVwPj_fQ "Enable employees to complete actions in third-party Human Capital Management (HCM) systems with ServiceNow Otto Virtual Agent topics in Employee Center.")  
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*[\>]: and then