Use Now Assist to automatically evaluate epic health across six risk dimensions: story health, blocked stories, dependencies, progress, timeline, and ownership. The skill returns a red, yellow, or green status with plain-English reasoning, giving portfolio managers a consolidated risk view without manually reviewing stories, timelines, and assignments.

Trigger the skill by selecting the Epic status button on the epic record page. The assessment is displayed in an AI-generated summary card at the top of the Details tab.

Gain AI-generated insights for planning items within a portfolio plan using the Portfolio insights skill. Identify planning items that are delayed beyond their planned end date, have delayed starts, or have misalignments between planned and approved dates. View AI-generated top root causes and recommended actions for each insight category to help address delays and misalignments.

Select the Portfolio insights button on the planning page of a portfolio plan. The insights for the portfolio plan are displayed in an AI-generated summary card.

As a product manager or agile team member, generate complete user stories directly from an epic using the Quick story generation skill, without lengthy conversations or manual authoring. Available in both Agile Development 2.0 and EAP applications, this Now Assist feature removes the friction of story creation so your team can focus on delivery.

To generate a story, open an epic and select Generate Story from the Stories related list. Enter one or two lines of context to guide Now Assist, then select Generate. Now Assist generates a story title, description, and acceptance criteria based on the epic and your input. Review and refine all fields inline before saving the story directly to the epic's related list.

Generate a concise, structured summary of any demand using the demand summarization Now Assist skill. The skill reviews the demand fields and related lists and helps create a clear summary of the demand. You can trigger the skill by selecting the Summarize button on the demand form.

The generated summary is displayed in a summary card in the demand form.

As a product manager, generate clear, comprehensive, and testable acceptance criteria for your user stories, instead of spending hours writing and refining them manually.

Review and refine the suggested options to ensure they meet your story requirements without slowing down planning. By helping you streamline generating acceptance criteria as a process, this skill helps save time, improve quality, and speed up delivery with cleaner backlogs and better collaboration.

Generate measurable targets from goal's information and optional context with the Target generation skill in Strategic Planning Workspace. The skill automatically populates key fields in the target creation form, ensuring precision and alignment to the goal. This enables teams to define clear and measurable outcomes and accelerate the target creation process.

Detect similar demand records using the identify similar records Now Assist skill. The skill identifies similar demand records based on contextual similarity in the name, description, and business case content, with a minimum 85% similarity threshold. It also excludes the outdated and irrelevant records. You can trigger the skill by selecting the Identify similar demands button on the demand record page.

The similar demand records identified by Now Assist are displayed in the Similar Demands related list as well as in a message banner at the top of the record page.

Improve record quality by enabling AI assistance in the rich and long fields of Product idea, Demands, Epic, Projects, Capability, Features, Stories, Project tasks, Risks, Strategic priorities, Goals, Targets, Initiatives, Feedback, Milestones, and Story forms. You can enable text refinement with the Elaborate and Shorten options on the records to support portfolio, project, product, demand managers and agile team members in creating and editing records content more effectively.

Provides product managers with a concise and informative summary of the lengthy customer feedback comments. The product managers can generate a summary from the name and description of one or multiple feedback records so that they can quickly understand the feedback context. The generated summary can be directly converted to an execution item. Now Assist can generate a summary from the feedback only if the feedback has at least 60 words in the fields that are used for the input data. The 60-word minimum optimizes the experience by verifying that there’s enough information to make a summary.

The following example shows a summarization of multiple feedback records by using the multi feedback summarization skill.

Provides product managers with a concise and informative summary of the selected or complete text by using Now Assist in Docs. Product managers can summarize, elaborate, or shorten the selected or complete content on Docs to quickly understand the key information by using the Project doc generation and insights (Project Workspace), Planning item doc generation and insights (Strategic Planning), or EAP doc generation and insights (Enterprise Agile Planning) skill.

Monitor the progress and changes in each project through the Project insights generation skill. With minimal effort, your project managers can schedule a cadence for generating project insights and receive it via email. They can track key elements such as the project, project task, milestone, resource assignment, ridac, and financial. They can also prioritize key elements to focus on. They can also decide the cadence of receiving project insight emails.

Simplify the process of creating a Demand within the Employee Service Management (ESC) portal by using the Now Assist conversational catalog creation capability.