Configure the opportunity summarization skill to generate AI-powered opportunity summaries in the CRM Workspace, including which data sources and fields contribute to the summary.
Before you begin
Use the Now Assist Admin console to configure the opportunity summarization skill. For additional information, see Overview tab in Now Assist Admin.
Role required: admin
Procedure
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Navigate to .
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In the Sales workflow group, locate the opportunity summarization skill for Now Assist for SFA.
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Create a copy of the skill to customize.
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Select the More actions icon
for the Opportunity Summarization skill, then select Make a copy.
The copy is listed in the All section.
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On the copied skill, select Activate skill to open and configure it.
A guided setup leads you through General details, View opportunity input, Customize prompt output, Define availability, Define access, Select display, and Review and activate.
Note: Only one version of a skill can be active at a time. Activating a copy deactivates any previously active version of the skill.
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In the General details step, enter a name and description for the skill, then select Save and continue.
Note: The More details on the skills fields are read-only.
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Configure the base input table fields and related data sources for the skill.
The skill uses the Opportunity [sfa_opportunity] table as its base input table. Select only those related tables that are available in the base system as part of the input data.
The following table lists the base input fields and descriptions.
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Select +New base input field and configure the fields for the opportunity input template.
Add multiple base input fields as needed.
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Configure rule conditions using the condition builder to filter the data for the input template.
Rule conditions determine when the input template is used. Select New condition set to add additional parameters.
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Add additional data sources by selecting New data source for each related table to include, such as opportunity line items, emails, tasks, touchpoints, meetings, work notes, contacts, competitors, and the account table.
Adding related table data sources provides more context to the AI model and improves summary quality.
The selection of related table fields directly affects the quality of the generated summary.
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Select Save and continue.
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Customize the prompt output.
Review and test the default prompt. To customize prompts, select Edit prompt in Now Assist Skill Kit. For more information, see Now Assist Skill Kit.
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Select a record in the Test output section and test the prompt response by selecting Run Test.
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Select Save and continue.
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Define when the skill is available to users in the Define availability section.
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Configure the skill to be available to all users, or select Customize skill availability to set conditions using the condition builder.
Select New condition set to add additional conditions as needed.
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Select Save and continue.
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Specify which users can access the skill in the Define access section.
Select Roles to restrict skill access by role. If you add a role in this step, you must also select it in the Select display step to make it active.
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Configure the In-product desktop field to display the opportunity summary in the CRM Workspace.
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Select In-product desktop to display the skill on opportunity forms and workspaces.
Select the arrow to identify which roles can use the skill in-product.
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Select Save and continue.
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Review your configuration and select Activate to complete the skill setup.
The opportunity summary appears on the Overview page of each opportunity in the CRM Workspace.