Now Assist context menu

  • Release version: Xanadu
  • Updated January 30, 2025
  • 3 minutes to read
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    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Now Assist Context Menu

    The Now Assist context menu leverages generative AI to aid agents in summarizing, creating, and editing written content, streamlining tasks such as crafting emails and chat replies. This feature is available in the Next Experience for several ServiceNow applications, including Customer Service Management (CSM), Human Resources (HR), IT Service Management (ITSM), Strategic Portfolio Management (SPM), and IT Operations Management (ITOM). However, it is not available with Core UI.

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    Key Features

    • Content Creation and Editing: Agents can generate content and refine existing text with AI assistance, improving efficiency in communication.
    • Accessibility: The context menu can be triggered from any field with the Now Assist button, facilitating usage throughout the workspace.
    • AI-Powered Options: Offers features such as summarizing, elaborating, shortening text, and changing the tone (formal, casual, sympathetic).
    • Change Request Risk Explanation: Provides risk assessment explanations directly in the interface after changes are calculated.
    • Refinement Limitations: Administrators can configure the maximum number of content refinements per session to optimize performance and control usage.

    Key Outcomes

    By utilizing the Now Assist context menu, ServiceNow customers can expect enhanced productivity and effectiveness in their communication tasks. The AI capabilities not only save time but also ensure that the content aligns with the desired tone and style, making it an essential tool for agents across various ServiceNow applications. Additionally, the ability to configure refinement limits allows for tailored usage that suits organizational needs.

    The Now Assist context menu uses generative AI to help agents summarize, create, and edit written content, thus streamlining their writing tasks.

    Agents produce various types of content, including emails and chat replies. The Now Assist context menu uses generative AI to assist agents in summarizing, creating, and editing emails and chat replies. Agents can preview AI generated content, scroll through previously created content, and refine the text using the AI. The Now Assist context menu can be triggered from any application or field in a ServiceNow workspace where the Now Assist context menu is enabled.

    The Now Assist context menu unlocks the power of generative AI and is available in Next Experience for:
    • Customer Service Management (CSM)
    • Human Resources (HR)
    • IT Service Management (ITSM)
    • Strategic Portfolio Management (SPM)
    • IT Operations Management (ITOM)
    The Now Assist context menu isn’t available with Core UI.

    Using the Now Assist context menu

    The Now Assist context menu is available on any field where the floating Now Assist button (Now Assist context menu icon) appears. If you start typing in the field, a menu appears with the available Now Assist context menu actions. The Now Assist context menu helps you summarize, create or modify existing documentation.

    Chat window using the Now Assist context menu

    You can use the Now Assist context menu when communicating with users in Agent Chat:

    If it takes too long to generate text or the Now LLM Service isn't available, an error message appears.

    Agent Chat window with the Now Assist context menu icon

    Change request risk explanation using the Now Assist context menu

    The Now Assist context menu makes the change request risk explanation available on the workspace and on UI16 after assessment and calculation.

    When the risk is assessed and calculated, you’ll see the Explain risk button with the Now Assist The Now Assist icon. icon on the workspace showing the risk explanation in a dialog box in the Record information section.

    The change request risk explanation powered by Now Assist.

    When the risk is assessed and calculated, you’ll see the Now Assist The Now Assist icon. icon against the Risk field on UI16, showing the risk explanation in a dialog box.

    Now Assist showing the change risk explanation.

    Note:
    The risk explanation that is presented in the dialog box is assessed and calculated on the change request form.

    For more information about risk assessment and calculation, see Risk assessment.

    Content editing using Now Assist content menu
    The Now Assist context menu enables generative AI assisted content editing capabilities for user authoring and providing resolution notes in workspaces and UI16.

    When you select some content, you’ll see the Now Assist The Now Assist icon. icon pop-up and float along with your mouse device.

    When you hover over the Now Assist icon or select Refine menu, you will see the following menu options to help you edit the content:
    • Elaborate: Generative AI details the selected text.
    • Shorten: Generative AI shortens the selected text.
    • Change Tone: Generative AI changes the tone of the selected text to sound formal, casual, or Sympathetic.

    If you select Elaborate or Shorten, generative AI provides alternative content option. You can select Insert button to update the content and publish. For more information, see Edit an article using the Now Assist context menu

    If you select Change Tone, Now Assist context menu allows you to further choose a preferred tone between Formal, Casual, and Sympathetic. Select Insert to add the refined text.

    Now Assist change tone selections.

    Limit the number of content refinement calls using the Now Assist context menu
    Configure and limit the number of content refinements to the skill per session using the Now Assist context menu. By default, the maximum number of refinements isn’t set and you can configure to limit it.
    You can configure the refinement calls limitation at the Recommendations Dialog Props field in the Limit refinements record using the refineCount property.
    Note:
    The Limit refinements record is available in the Now Assist config var set record in the Now Assist Skill context menu application.

    Configure the content refine limits to using the refineCount property.

    You can set the refineCount as follows:
    • The default value of the property is -1. If the value is less than 0, then the number of refinements to the skill are unlimited.
    • If you provide 0 as the value, then the refine button will be disabled and the You reached the limit for refining content. message is displayed.

      The content refinement limited to zero or the refinements reached the maximum count.

    • If you configure it with a value greater than 0, you’ll be able to refine the content according to the set value. For example, if you set the refineCount to 2, then you will be able to refine the content only twice.

      The content refinement limit value set to two.