Reviewing your Now Assist assessment

  • Release version: Xanadu
  • Updated September 18, 2025
  • 3 minutes to read
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    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 Reviewing your Now Assist assessment

    The Now Assist assessment automates the evaluation of potential implementation impacts and provides actionable insights for Now Assist products. Customers can access their assessments via Workspaces > Now Assist Readiness Evaluation after running the necessary scheduled jobs to obtain results.

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    Key Features

    • The summary tab consolidates features across AI Search, Virtual Agent, IT Service Management (ITSM), Customer Service Management (CSM), and HR Service Delivery (HRSD), along with estimated remediation efforts.
    • Visual indicators highlight non-blocker and blocker results, guiding customers on necessary actions.
    • Assessments vary by category, and customers can access detailed questions and answers through specific tables.
    • Reports can be exported as PDF files, maintaining hyperlinks to individual assessments for easy navigation.

    Key Outcomes

    By reviewing the Now Assist assessment, customers gain insights into remediation efforts and the necessary actions required prior to implementation. After making suggested changes, rerunning scheduled jobs will help evaluate improvements based on the updated assessments.

    This automated assessment process evaluates potential implementation impacts and provides actionable insights for Now Assist products.

    Navigate to Workspaces > Now Assist Readiness Evaluation and select the assessment icon to review your Now Assist assessment.

    Note:
    Before viewing your Now Assist assessments, you must first have run the scheduled jobs to get the assessment results. If you haven't run your scheduled jobs, you are prompted to do so on an individual job level. For more information on running scheduled jobs, see Run the GenAI/AgenticAI Assessment scheduled job and Configure the Now Assist Readiness Evaluation guided setup.

    The summary tab provides a consolidated summary of features, including Now Assist capabilities across AI Search, Virtual Agent (VA), IT Service Management (ITSM), Customer Service Management (CSM), and HR Service Delivery (HRSD), as well as their corresponding estimated remediation efforts. The results shown are estimates. You should evaluate results provided by Now Assist Readiness Evaluation for accuracy and appropriateness for your use case.

    To understand the estimated remediation effort, select the Legends button. The legend shows the estimated remediation effort using sizing verbiage and colors, along with an estimated timeline of remediation in development days.

    Figure 1. Example of Legends estimated remediation effort sizing
    Legends button displays estimated remediation efforts such as Small (1-5 days), Medium (6-10 days), Large (11-30 days), XL (31-90 days).

    After reviewing the summary, select the individual assessment links to be redirected to that specific assessment in a new browser tab. The questions for each Now Assist assessment differs. For example, the questions and answers on the Now Assist for AI Search assessment are different than the questions and answers on the Now Assist for Virtual Agent assessment.

    Note:
    The assessments gather information from tables. To view any of the tables' available questions, answers, assessments, or assessment run successes or failures, search for the applicable table in the navigation filter:
    • Questions [sn_assess_question] table
    • Answers [sn_assess_answer] table
    • Assessment [sn_assess_assessment] table
    • Assessment Run [sn_assess_assessment_run] table

    For more information about how to search for tables in the navigation filter, see Navigate directly to a table.

    The assessments include visual indicators to guide you on non-blocker and blocker results. The following list details the descriptions of the assessment's visual indicators:

    • : Non-blocker area and no further action needed.
    • : Blocker area and further action is needed to resolve issue before implementation.
    • : Non-blocker area warning, but the issue should be evaluated before implementation.

    You can select Download Report to export the entire Now Assist assessment report in PDF format from the Summary tab. The exported report still includes hyperlinks to the specific individual assessments. Selecting Download Report on an individual assessment downloads only that report in PDF format. After selecting a hyperlink in the PDF, that record or table opens in a separate browser tab.

    Note:
    You don’t have to select Download Report to work directly with the problematic records or tables found in the assessment. Each assessment includes hyperlinks to the records or tables that need attention. Selecting a hyperlink opens the record or table in a separate browser tab.
    Figure 2. Example of the Now Assist for Virtual Agent assessment
    Now Assist for Virtual Agent assessment is shown, along with relevant Virtual Agent questions and answers.

    After reviewing the assessment and making the suggested assessment changes, rerun your scheduled jobs to see how your results improve. For more information on rerunning a specific job or all jobs, see Run the GenAI/AgenticAI Assessment scheduled job.