Custom Skill for task sumamrization

Jeenet1
Tera Contributor

2 hours ago

Hi everyone,

I'm creating a custom skill for task summarization and would like the Summarize button to be displayed in the same way as the OOTB case/incident Summarization feature.

 

So far, I have:

  • Created the custom skill
  • Added the Now Assist context menu configuration

However, the menu option is not appearing in either the native UI or the Workspace view.

Has anyone successfully implemented this before and gotten it working? If so, could you share the steps, configuration requirements, or any troubleshooting tips that helped?

 

Any guidance would be greatly appreciated. Thanks!

0 Helpfuls
  • 129 Views
1 REPLY 1

Ankith Sharma
Tera Guru

21m ago

Hi @Jeenet1  

If the skill and Now Assist Context Menu configuration are already in place, check the following:

  • Ensure the custom skill is Activated and Published.

  • Verify the test user has access under Define Access.

  • Under Select Display, make sure In-product desktop is enabled and the appropriate roles are added.

  • Confirm the skill conditions match the record/table you're testing on.

  • Verify the required Now Assist plugins, roles, and entitlements are active.

  • For Workspace, ensure the Now Assist Context Menu component is configured for the workspace experience.

In many cases, the issue is that the skill is created but not configured for Display and Access in Now Assist Admin, so the action never appears.

 

Also, is this a custom table or a Task-derived table? And which release are you using?

 

Regards,
Ankit Sharma

0 Helpfuls