Generate a knowledge article for a service problem case using Now Assist for Telecommunications, Media and Technology (TMT)

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 3 min. de leitura

    • Generate the knowledge articles for resolved and closed cases within the CSM Configurable Workspace and classic environment with Now Assist.

    Antes de Iniciar

    To generate a knowledge article for a case, the case must be in the resolved and closed state, and must not already have a knowledge article linked to it.

    Install the Knowledge Management Advanced plugin to use the Knowledge Centered Service (KCS) template when you’re generating knowledge articles. For more information, see Activate the Knowledge Management Advanced plugin.

    Make sure that your administrator enables Now Assist experience on the Create Article page to ensure that the following knowledge base generation criteria is configured:
    • The knowledge skills are installed.
    • In the Now Assist Admin console, ensure that the following criteria are in place:
      • Specify the table record and input fields.
      • Specify the conditions for the skill availability from the list of attributes.
      • Display the knowledge base generation feature In-product and specify the Now Assist panel.

    • Configure Create Article to apply the supported template; For example, Standard and KCS article HTML.

    • Currently, only the Create Article experience is available.

    Role required: agent

    Por Que e Quando Desempenhar Esta Tarefa

    In  CSM Configurable Workspace and classic environment, you can generate the knowledge article information for a case by selecting Create Knowledge on the case record. This UI action displays the Use Al to draft this article modal. By using this modal, you can choose to write the article yourself or draft an article with  Now Assist and review and edit the knowledge article text.

    Procedimento

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
    2. Open a case that is assigned to you.
      The case record status should be either resolved or closed.
    3. Create the article by selecting Create Knowledge from the UI actions for the case record.
      Nota:

      The Create Knowledge UI action is only visible when a case doesn't have an existing knowledge article that is associated with it.

    4. In the Create article modal, select a knowledge base and an Article template, if displayed.
      Nota:
      If no options are displayed, the default template selected by your administrator in the Now Assist Admin console is used.
    5. Select Create article.
    6. In the Use Al to draft this article modal, select Yes, draft with Now Assist.
      Figura 1. Modal to draft article using AI
      Enable Now Assist in CSM for KB article generation.
    7. Opcional: In the new modal, search for similar cases that can be used to generate the article; otherwise, select Cancel.
      Figura 2. Additional relevant tasks
      Select up to five additional relevant cases in the new modal to generate the article.
      The completed article is displayed in the chosen template with a success message "This article was drafted by Now Assist. Be sure to review it for accuracy before saving."
      Nota:
      • If no similar cases exist, this modal doesn’t appear, and the article is created. The generated article, based on the chosen relevant records, is linked to both the account case and all the relevant cases selected.
      • You can select up to five additional relevant cases in the new modal to generate the article.
      • You can modify the draft before saving it. The article appears in a new tab with a unique ID number for the knowledge article and is attached to the parent record.
      • If Now LLM Service fails to generate a result, an error message is displayed.
      • When creating an article by using Now Assist, after the process is triggered, it can't be stopped. Now Assist continues to generate the article even if you close the modal.
    8. Select the Knowledge Base and the Language in the pop-up window What language should Now Assist draft this article in.
    9. Select Continue.
      The article is generated in the selected knowledge base and language, and the content is displayed in that same language.
    10. Select Insert to paste the generated response.
    11. Review the Now Assist generated article and select Save or Publish.
      The Now Assist success message disappears which means that it’s no longer a Now LLM Service generated article.