Generate chat and case summaries and resolution notes by using the Now Assist panel in Agent Workspace for HR Case Management or Core UI.

Before you begin

Role required:

• sn_hr_core.case_writer: Agent Workspace for HR Case Management
• sn_hr_core.basic: Core UI

About this task

Procedure

1. Open an HR case that is assigned to you.
2. Select the Now Assist icon .
3. Select a skill from the menu:
   • To generate a chat summary, select Chat summarization. For more information, see To generate a chat summary.
   • To generate resolution notes, select Generate resolution notes. For more information, see To generate resolution notes.
   • To generate a case summary, select Summarize a record. For more information, see To generate a case summary.