Adding AI Summary Card to a CSM Case form in UI Builder

[Mark Tanser]

We have recently installed Now Assist for CSM and used the OOB skill for Case Summarization.

This works great in Core UI, but because (I am assuming) we have quite a heavily customised CSM Workspace Case page, the Summarize Case button isn't appearing in the workspace.

I have tried, in UI Builder, to add the AI Summary Card component that I see in other pages, but it's not there to add from the list.

Attaching a couple of screenshots showing it in another page (not the page I want) and that it isn't there to add from within the component list

How can I get that component into my case page? Is there a way outside of UI Builder?

[abirakundu23]

Hi @Mark Tanser ,
Is "AI Summary Card" UI action ? If yes, check for UI action  "workspace From button" should be check and "Format for configurable Workspace" should be checked as per attached screenshot.

Please mark helpful and correct answer if it's worthy for you.

[Mark Tanser]

No - it's a component in UI Builder 

[vaishnavi30]

Hi Mark,

Can you try Now Assist Context Menu component in the UI builder???