---
sourceDocument: Xanadu Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/customer-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configure Document Intelligence for Customer Service

# Configure Document Intelligence for Customer Service {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Enable Document Intelligence for Customer Service and create use cases to extract
data.
{#csm-doc-intel-configuring-__table_ih2_hfc_5rb__entry__2}

| Step | Description |
|-|-|
| Ensure that your instance is set up for Predictive Intelligence (PI). | Predictive Intelligence is a ServiceNow platform feature that provides a layer of artificial intelligence, which serves as a framework for machine learning models. For more information, see [Predictive Intelligence](https://www.servicenow.com/docs/access?context=predictive-intelligence&version=xanadu&pubname=xanadu-intelligent-experiences&ft:locale=en-US). |
| Activate the Task Intelligence for Customer Service application (com.snc.csm_ml_task). | The Task Intelligence for Customer Service application enables customers to create use cases for Document Intelligence and extract relevant information from PDF and image files. This application automatically activates the following plugins: * Predictive Intelligence for Customer Service Management (com.snc.csm_ml) * Customer Service (com.sn_customerservice) * Skills Management (com.snc.skills_management) * Dynamic Translation (com.glide.dynamic_translation) * ServiceNow Language Detection Service Spoke (com.glide.language_detection_spoke) * Predictive Intelligence - Task Intelligence (com.glide.platform_ml_task) * Admin Center for Task Intelligence (com.sn_ti_admin) {#csm-doc-intel-configuring-__ul_zl2_1hy_dwb} |
| Activate the Document Intelligence Admin application (com.snc.docintel_admin) | The Document Intelligence Admin application enables customers to create and configure use cases for extracting data. Activating this application automatically activates the properties and flows used by Document Intelligence for Customer Service. |
| (Optional) Configure the sn_csm_ml_task.case.docintel.parsing_supported_types system property. | Supported attachment types for Document intelligence include: * image/png * image/jpeg * application/pdf {#csm-doc-intel-configuring-__ul_i4l_psy_dwb}You can configure the property to use a subset of these attachment types. |
| Use the DocIntel Admin experience to create one or more use cases. | * Create a use case that identifies the information to extract from email and case attachments. * Define the fields to be extracted. * Select conditions for a use case that tell the Document Intelligence feature when to run. {#csm-doc-intel-configuring-__ul_dnv_gsy_dwb}For more information, see [Create a Document Intelligence use case](https://servicenow-prod.fluidtopics.net/q1rQMAJd9OoS7AfHF~AzGg "Create a use case that identifies the information to extract from email and case attachments and determines how users with CSM agent roles interact with the extracted values in the Document Intelligence workspace."). |
[Table 1. Document Intelligence for Customer Service configuration steps]

{#csm-doc-intel-configuring-__table_ih2_hfc_5rb}

## Document Intelligence for case types {#csm-doc-intel-configuring-__section_mrw_hct_d5b}

When you create a case type that extends the Case \[sn_customerservice_case\] table, you need
to configure the Review in DocIntel UI action for the case type
table.
**Related concepts**   

* [Document Intelligence for Customer Service](https://servicenow-prod.fluidtopics.net/1gFZ1rkdHtOX3OlWWeNe7g "Use the Document Intelligence for Customer Service feature to extract relevant information from email and case attachments, such as credit card numbers or customer addresses, and add that information to cases.")  
**Related tasks**   

* [Review and submit values predicted by Document Intelligence](https://servicenow-prod.fluidtopics.net/QonLjO0RsNPvF1rHWIq7oA "Agents can extract, validate, and update the key values from valid attachments in the case using the Document Intelligence interface.")  
**Related topics**   

* [Document Intelligence](https://www.servicenow.com/docs/access?context=document-intelligence-landing&version=xanadu&pubname=xanadu-intelligent-experiences&ft:locale=en-US)