Request the Now Assist for Legal Service Delivery (LSD) capabilities from the Now Assist panel

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Request the contextual generative AI capabilities, such as a request summary by using the conversational interface in the Now Assist panel.

    Before you begin

    Make sure that Next Experience is enabled in the instance. For more information, see Next Experience UI.

    Role required: sn_lg_gen_ai.request_fulfiller

    About this task

    You can use the Now Assist panel to request a summary.

    For more information about the Now Assist panel, see Now Assist panel. For information about activating the Now Assist panel, see Turn on the Now Assist panel.

    Procedure

    1. Log in to an instance where the Now Assist for LSD application is installed.
    2. Navigate to Workspaces > Legal Counsel Center.
    3. Request the generative AI capabilities in LSD for summarization by selecting the Now Assist icon Now assist icon..
    4. After you request the generative AI capabilities, select Summarize a record.
    5. Enter the record number that you want to summarize.
      The summary is displayed.

      Now Assist panel with selections for generating a request summarization