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Nowassist CSM : invoke csummary feature on a chat interaction in the customer portal + extra

Renaud Larcier
Tera Contributor

Hello 

 

1.We are just starting to use NowAssist and I would like to know if it is possible in the customer portal to invoke the create summary of the field transcript/internal transcript of a chat interaction. 

Intention is to present in customer portal the list of interactions with an option to display on demand the  summary of the conversation the customer would have had with HD agent. We don't want to present the full transcript to avoid liability issues. The new summary feature from NowAssist would do the trick if we could call it in our customer portal directly

More generally can that summary feature be invoked to summarize any SN field ?

2. When NowAssist agent is used, and it displays a knowledge article , how to we ensure that the KBarticle link direct the HD agent to the article 

KB0040526 has as link https://travelportdev.service-now.com/#mcetoc_1fj06dnt0bt2 in now assist but it leads to an error . While it should display the article in workspace with this link (INTERNAL) SETA OKTA | CSM/FSM Configurable Workspace | ServiceNow

 

RenaudLarcier_1-1758282511793.png

If we click on that KB link we get following screen 

RenaudLarcier_2-1758282568107.png

 

3. why the suggested step option is presented between guided decisions ? Can we influence that ?

RenaudLarcier_3-1758282659504.png

 

 

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