Configure Now Assist in Contract Management

  • Release version: Xanadu
  • Updated July 31, 2025
  • 1 minute to read

    • As an AI administrator for contracts, you can configure Now Assist in Contract Management so that contract fulfillers can use the Now Assist capabilities while working on contract documents.

    Before you begin

    Ensure that Contract Management Pro (sn_cm_pro) and Contract Workspace (sn_cm_workspace) are installed before installing Now Assist in Contract Management.

    Ensure that the application is in Global or Now Assist in Contract Management scope.

    Role required: sn_cm_gen_ai.ai_contract_admin

    About this task

    Use the Now Assist Admin console to configure Now Assist in Contract Management. The console contains everything that you need to configure the Now Assist skills. For more information, see Now Assist Admin console.

    The following table lists the feature and skills available for Contract Management Pro in the Now Assist Admin console.
    Table 1. Now Assist in Contract Management features and skills
    Features Skills
    Contract Management Pro
    • Contract metadata extraction
    • Contract analysis

    Procedure

    1. Install the Now Assist in Contract Management plugin (sn_cm_gen_ai).
    2. Navigate to All > Now Assist Admin > Skills to access the Now Assist Skills tab of the Now Assist Admin console.
    3. Navigate to Employee > CM Pro.
    4. On the tile for your skill, select Activate skill.
      Figure 1. Now Assist skills for Contract Management Pro
      Now Assist skills available for Contract Management Pro.
    5. In the skill guided setup, configure the use cases and other mappings for the skill.
      For more information on configuring contract metadata extraction, see Configuring contract metadata extraction.

      For more information on configuring contract analysis, see Configuring contract analysis.

    6. In the Define access page, select the roles to specify who can access the skills.
      • If custom roles were added before upgrading to Now Assist in Contract Management Xanadu patch 10, they are updated automatically by a script and appear on the Define access page.
      • If custom roles were not added, the default role sn_cm_gen_ai.ai_contract_fulfiller, sn_cm_gen_ai.ai_contract_admin, and sn_cm_gen_ai.ai_contract_config automatically appear on the Define access page.
      • If new roles are created after the upgrade, add them manually on the Define access page.
    7. In the Review and activate page, select Activate.

    Result

    The Now Assist skill is activated for Contract Management Pro.

    You can update or deactivate the skill by selecting Edit and Deactivate the options menu icon (Options menu icon.) of the active skill. For more information, see Deactivate skills for Now Assist in Contract Management.