---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/customer-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Sidebar summarization

# Configure Sidebar Summarization {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 min. de leitura

Configure sidebar summarization to generate summaries of sidebar discussions for quick agent understanding, allowing for faster collaboration.

## Antes de Iniciar

Role required: admin

Sidebar summarization is generated from the information within selected tables containing specific case, incident, or interaction information.

## Procedimento

1. Navigate to Admin \> Now Assist Admin \> Skills.
2. Select the Customer workflow, and CSM as the product.
3. Activate Skill for the Sidebar Summarization skill.  
   Each skill has a guided setup with multiple steps. A check symbol next to each step indicates whether its setup is complete, partially complete, or incomplete. After configuring a step, select Save and continue to move forward, or Back to return to a previous step.
4. Select Define triggers and switch the toggles to choose how and when the summarization is configured.  
   {#configure-sidebar-summarization-in-now-assist__table_urr_gkr_1bc__entry__2}

   | Trigger | Description |
   |-|-|
   | Quick action | Sidebar summary that is generated when the live agent performs the `/summarize` quick action. |
   [Tabela 1. Table 1: Triggers for the sidebar summarization skill]

   {#configure-sidebar-summarization-in-now-assist__table_urr_gkr_1bc}

   You can also select toggle a property that controls how a sidebar summary is displayed.
   {#configure-sidebar-summarization-in-now-assist__table_vrr_gkr_1bc__entry__2}

   | Property | Description |
   |-|-|
   | Bulleted list | Sidebar summary as an unordered list. |
   [Tabela 2. Table 2: Property for the sidebar summarization skill]

   {#configure-sidebar-summarization-in-now-assist__table_vrr_gkr_1bc}
5. Select Choose tables to select the tables from which summaries for Sidebar discussions are generated.  
   {#configure-sidebar-summarization-in-now-assist__table_qg1_t42_jgc__entry__2}

   | Label | Name |
   |-|-|
   | Change Phase | change_phase |
   | Change Request | change_request |
   | IMAC | change_request_imac |
   | Change Task | change_task |
   | Chat Queue Entry | chat_queue_entry |
   | Incident | incident |
   | Incident Task | incident_task |
   | Interaction | interaction |
   | Knowledge Feedback Task | kb_feedback_task |
   | Problem | problem |
   | Problem Task | problem_task |
   | Request | sc_request |
   | Requested Item | sc_req_item |
   | Catalog Task | sc_task |
   | Standard Change Proposal | std_change_proposal |
   [Tabela 3. Table 3: Tables for the sidebar summarization skill]

   {#configure-sidebar-summarization-in-now-assist__table_qg1_t42_jgc}
6. Select Define access to determine who can access this skill.  
   By selecting specific roles, you're controlling who can use it. The roles you choose will also be available in the next step Select display.  
   Default and Custom Roles:
   * If no changes are made, the default role sn_esm_agent will automatically appear in Define Access and Select Display.
   * If custom roles were added before the upgrade, they'll be updated automatically by a script.
   * If new roles are created after the upgrade, you'll need to manually add them in both the Define Access and Select Display.  
     Nota:  
     In the Select Display step, you can only choose roles that were added in the Define Access step. If you add a role in Define Access, you still need to manually select it in Select Display to make it active.
   {#configure-sidebar-summarization-in-now-assist__ul_znl_lmy_jgc}
7. Toggle Select display to determine if sidebar summarization appears in In-product desktop, displaying Now Assist skills on forms and workspaces.
8. After selecting Review and Activate to examine changes, select Done to close the sidebar summarization generation settings.
9. Select Activate to turn on the skill for agents and complete the configuration.
{#configure-sidebar-summarization-in-now-assist__steps_b4q_njt_nfc}