Review assistant settings

  • Release version: Xanadu
  • Updated April 15, 2025
  • 2 minutes to read

    • Review your assistant settings and test your assistant.

    Before you begin

    Manage an assistant chat experience.

    Role required: virtual_agent_admin or admin

    Procedure

    1. Select Test your Virtual Agent.
      Note:
      Settings for Now Assist panel assistants (Platform and Developer) differ from Now Assist in Virtual Agent assistant. Review the settings relevant to the specific assistant.

      It's important to test your Virtual Agent to judge the quality of results for common agentic workflows before moving your experience into a production environment. Validate the user interface experience, agentic workflow results, and fallback options.

      1. If selected portals only have the standard chat experience or only the enhanced chat experience enabled, the drop-down list doesn't appear. If both experience types are enabled, the drop-down list shows both of them.

        Figure 1. Test your assistant
        Test the Virtual Agent.

        If you select Enhanced chat, the Virtual Agent Designer test panel for the enhanced chat experience is launched.

        If you select Standard chat, the chat widget panel is launched within Virtual Agent Designer.

      2. Assistant details show primary and secondary assistants that are linked.
      3. Now Assist skills show the active skills.
      4. Display experience shows which portals or messaging channels have Virtual Agent and the type of experience that's used.

        If a portal or messaging channel wasn't selected, the following message appears.

        Message indicating that no display experience was selected.

        The Select at least one display experience in order to turn on this assistant alert appears at the top of the page, and you aren't able to turn on the assistant until you have made a selection in the Display experience.

      5. Information sources show the search profile, search sources, Now Assist topics, subflows and actions, custom skills, agentic workflows, and Knowledge Graph, if you have that configured.
      6. Branding shows the type of branding that you have selected.
      7. Chat experience shows your greeting, closing messages, fallback options, and whether response streaming and document uploads are turned on. If you have one or more portals with the enhanced chat experience, closed chats are shown.

      In the Additional Resources section, these items appear depending on your setup.

      1. Now Assist Topics is visible when the Now Assist Topics skill is enabled for your assistant. The View all topics link opens Virtual Agent Designer.
      2. Now Assist in AI Search remains visible. The View all portals link opens Setup Now Assist in AI Search console to enable Genius Results generated by Now Assist in portal search.
      3. Monitor that your Virtual Agent is visible once you turn on one or more assistants for the first time. The View performance link opens Now Assist in Virtual Agent Analytics.
      4. Proactive Triggers remain visible. If Proactive Triggers isn't installed on the user's ServiceNow instance, the Install from ServiceNow Store link opens ServiceNow Store Proactive Triggers app. If Proactive Triggers is installed on the instance, Proactive Triggers can be managed in Conversational Interfaces > Settings.
      5. The notification remains visible. The Manage notifications in settings link brings you to the Conversational Interfaces > Settings Virtual Agent page.
    2. Select Turn on after you have tested your assistant to confirm that everything is working fine.
    3. If an assistant is already turned on, select Done.

      A message appears showing that Now Assist in Virtual Agent is successfully turned on.

    4. Select Got it.

    Result

    Now Assist in Virtual Agent is active, and topics can be associated with the Now Assist in Virtual Agent LLM assistants.