Configure Chat Summarization Skills for Employee
In this section, you will activate and configure the skill needed for Chat Assist.
1. Go to All > Now Assist Admin > Features. Click Employee from the sidebar to open the Now Assist Features for Employees page.
2. From the Now Assist Features for Employee page, ensure the HRSD product is selected.
3. On the Chat Assist card, click the View details button.
4. Click the Activate skill button on the Chat Summarization card.
5. You would need to define when to trigger chat summarization. Make your selection and click Save and Continue.
6. The next step is to define the availability of the skill. The 'define availability' option allows you to set the skill as either conditionally enabled or always enabled.
Note: By default, Skill is always available option is selected.
7. Click Save and Continue button at the bottom to move to the next configuration.
8. The next configuration is the display of the feature. The display is where the skill will
be accessed by users on the instance. Toggle on the Display options for both items if you want this skill to be displayed in product or the Now Assist panel.
Note: Ensure that sn_hr_core.basic is in the list, if it is not, then add it.
9. Click the Save and Continue button at the bottom right to proceed.
10. The Review and activate page is now visible. Click Activate to finish the configuration. You will now see that the skill was successfully activated.
Publishing an HR Topic to make it available to the end users
In this section, you will publish an HR Topic to make it available to the end users. This section is required to be executed only if there is no HR Topic published already in the instance.
1. Ensure that the scope is Application Scope: HR Service Delivery Virtual Agent Conversations
2. Navigate to All > Conversational Interfaces > Virtual Agent > Designer.
3. Filter the Category dropdown to select HRSD topics.
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4. As an example, click on the topic Pay Discrepancy (Template) card to open it.
5. In the Pay Discrepancy (Template) topic page, click Publish button to make the topic active and available in the chat window.
6. In the Confirmation modal, click Publish button to publish the topic.
7. Once the publish is completed, a success notification message is shown at the
bottom of the page.
3. On the Chat Assist card, click the View details button.
4. Click the Activate skill button on the Chat Summarization card.
5. You would need to define when to trigger chat summarization. Make your selection and click Save and Continue.
6. The next step is to define the availability of the skill. The 'define availability' option allows you to set the skill as either conditionally enabled or always enabled.
Note: By default, Skill is always available option is selected.
7. Click Save and Continue button at the bottom to move to the next configuration.
8. The next configuration is the display of the feature. The display is where the skill will
be accessed by users on the instance. Toggle on the Display options for both items if you want this skill to be displayed in product or the Now Assist panel.
Note: Ensure that sn_hr_core.basic is in the list, if it is not, then add it.
9. Click the Save and Continue button at the bottom right to proceed.
10. The Review and activate page is now visible. Click Activate to finish the configuration. You will now see that the skill was successfully activated.
Publishing an HR Topic to make it available to the end users
In this section, you will publish an HR Topic to make it available to the end users. This section is required to be executed only if there is no HR Topic published already in the instance.
1. Ensure that the scope is Application Scope: HR Service Delivery Virtual Agent Conversations
2. Navigate to All > Conversational Interfaces > Virtual Agent > Designer.
3. Filter the Category dropdown to select HRSD topics.
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4. As an example, click on the topic Pay Discrepancy (Template) card to open it.
5. In the Pay Discrepancy (Template) topic page, click Publish button to make the topic active and available in the chat window.
6. In the Confirmation modal, click Publish button to publish the topic.
7. Once the publish is completed, a success notification message is shown at the
bottom of the page.
To learn how to install other Now Assist for HR features, we have other articles and Now Create resources linked here!
- How to install Now Assist for HR - check out Chapter 1: Now Assist for HR
- How to install Now Assist for Search - check out Section 5.1: Now Assist for Search
- How to install Now Assist for Virtual Agent - check out Section 5.2: Now Assist for VA
- How to install Chat Summarization
- How to install Case Summarization
- How to install Resolution Notes Generation
- How to install KB Generation
