---
sourceDocument: Yokohama Field Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/field-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Summarize a Sidebar discussion

# Summarize a Sidebar discussion {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Generate a summary of the Sidebar discussions between agents, dispatchers, and subject matter experts by using the Sidebar summarization skill in the ServiceNow Otto for Field Service Management (FSM) application.

## Before you begin

Role required: wm_dispatcher, wm_manager

## About this task

You can do these actions using Sidebar summarization:

* Summarize the Sidebar discussion at any point during the discussion using the /Summarize quick action.
* Share the Sidebar discussion to the work notes.
* Provide feedback for the summary.
{#na-fsm-summarize-sidebar-platform__ul_eh5_wfc_1cc}  
Note:  
The Sidebar discussion summarization skill is on the chat skill card in the Customer group.

## Procedure

1. Navigate to AllNow Assist AdminNow Assist Skills.
2. Expand the Customer panel and select FSM.
3. Select Activate skill on the Sidebar summarization skill card.  
   The Work Order Task table displayed in the Choose tables page is selected by default, and cannot be changed.
4. Select Select display in the Sidebar summarization page.
5. Turn on the In-product desktop display option.
6. Select Save and continue.
7. Navigate to WorkspacesCSM/FSM Configurable Workspace and open a work order task that supports Sidebar discussion and summarization.
8. Choose an existing discussion, or start a new discussion.  
   To start a new discussion, follow these steps.
   1. Select Discuss.
   2. Add participants in the Start a Sidebar discussion modal.
   3. Select Start Discussion.

   {#na-fsm-summarize-sidebar-platform__substeps_nps_sjm_bcc}  
   Figure 1. Sidebar discussion modal
9. Generate a summary of the Sidebar discussion during the conversation either by using the Summarize quick action (enter <kbd class="ph userinput">/Summarize</kbd> in the Active sidebar discussion window), or by selecting the quick action icon (![icon image]()).
10. After summarizing the Sidebar discussion, you can add it to the work notes, and provide feedback about it.

    | Option | Procedure |
    | Save the summary information by adding it to the work notes | 1. Select Share as Work notes. 2. In the Share as Work notes dialog box, edit the summary. 3. Select Save to Work notes. {#na-fsm-summarize-sidebar-platform__ol_fh5_fkm_bcc} |
    | Provide feedback for the summary | If you'd like to provide feedback, select either the helpful icon (![Helpful icon.]()) or the not helpful icon (![Not helpful icon.]()). This feedback improves the generative AI model and can help to improve the future versions of this skill. The system gathers the feedback on each generated summary and stores it in the generative AI logs (sys_generative_ai_log_list.do). |
    |-|-|

    {#na-fsm-summarize-sidebar-platform__choicetable_vzl_myv_bcc}
{#na-fsm-summarize-sidebar-platform__steps_bm4_55h_2cc}

## Summarize a Sidebar discussion on the Now Mobile Agent application {#ariaid-title2}

On the Mobile Agent application, generate a summary of the Sidebar discussions between agents, dispatchers, and subject matter experts by using the Sidebar summarization skill in the ServiceNow Otto for Field Service Management (FSM) application.

### Before you begin

Role required: wm_agent

Ensure the Sidebar for Field Service Management plugin (com.sn_fsm_sidebar) is activated. For more information, see [Activate Sidebar for the Field Service Mobile Agent application](https://servicenow-prod.fluidtopics.net/Bvn~uAxcpHFNIugkc9EAeQ "You can activate the Sidebar for Field Service Management plugin (sn_fsm_sidebar) for Field Service Management if you have the admin role. Activating this plugin enables the Sidebar feature on the Mobile Agent application.").

### About this task

Summarize the Sidebar discussion at any point during the discussion using the /Summarize quick action.

### Procedure

1. Navigate to a Sidebar discussion.
   * To view discussions for a specific work order task, navigate to the work order task and select the Record Sidebar (![Record Sidebar icon.]()) icon.
   * To view all discussions, select the Global Sidebar (![Global Sidebar]()) icon.
   {#na-fsm-summarize-sidebar-mobile__choices_s3g_rl3_2cc}
2. Tap a discussion.
3. Generate a summary of the Sidebar discussion during the conversation either by using the Summarize quick action (enter <kbd class="ph userinput">/Summarize</kbd> in the Active sidebar discussion window), or by selecting the quick action icon (![quick action]()).

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