---
sourceDocument: Yokohama Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/it-business-management
Release :
- yokohama
ft:locale :
- en-US
ft:publication_title :
- Yokohama Strategic Portfolio Management
ft:clusterId :
- itbm
bundleId :
- itbm
workflow :
- Technology
---
# Explore
# Exploring ServiceNow Otto for Collaborative Work Management (CWM) (CWM) {#ariaid-title1}
Release version: Yokohama
Updated July 31, 2025
 3 minutes to read
Summarize
 Summarized using AI
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.
## Summary of Exploring ServiceNow Otto for Collaborative Work Management (CWM)
ServiceNow Otto for Collaborative Work Management (CWM) integrates generative AI capabilities to enhance team productivity within the CWM workspace.
It leverages Now Assist to streamline content creation, document summarization, and task generation directly from CWM Docs, saving time and reducing manual effort.
Show full answer Show less
## Key Features
* **Doc Generation and Insights:** Create, elaborate, summarize, and refine document content using custom prompts without leaving the Doc page. This helps marketing, legal, and product teams generate tailored outputs such as announcements, policy summaries, and customer feedback analysis.
* **Interactive Assistance:** Use Now Assist to ask questions, generate new content, or improve existing sections in context, supporting both blank and content-rich Docs.
* **Doc Summarization:** Quickly summarize, expand, or shorten document content to improve clarity and prepare for meetings efficiently.
* **Task Generation from Docs:** Automate the creation of detailed CWM Board tasks based on Doc content, reducing administrative overhead and enhancing clarity on task expectations. Users can also modify task recommendations by splitting, combining, or removing tasks as needed.
* **AI Model Providers and Configuration:** Supports multiple AI models including Now LLM Service, Azure OpenAI, Google Gemini, and Anthropic Claude. Administrators control feature availability and preferences via the AI Control Tower and AI Admin Hub console.
* **Now Assist Panel:** Provides a conversational interface within the CWM workspace for generating tasks and interacting with Docs seamlessly.
## Benefits for ServiceNow Customers
* Enhances collaboration by enabling teams to generate and refine content quickly within their existing workflows.
* Saves time by automating task creation and document management, allowing teams to focus on execution rather than administrative details.
* Improves communication clarity with AI-assisted summarization and content tailoring suited to diverse team needs.
* Offers flexible AI model options and administrative controls for secure and customized deployment.
## Next Steps
ServiceNow customers can explore configuring ServiceNow Otto for CWM, learn how to generate tasks from Docs, and leverage the AI Admin Hub console to optimize Now Assist features within their collaborative workflows.
Learn more about the generative AI capabilities of ServiceNow Otto for CWM. These capabilities can help you save time and improve efficiency for the actions your team performs within the CWM workspace.
## Skills {#exploring-now-asssist-for-cwm__section_rvd_rk4_1fc}
[CWM Doc generation and insights](https://www.servicenow.com/docs/o1GNKhwYJVW_ceKZDbCGQA "Generate content with ServiceNow Otto for CWM directly in your Docs using custom prompts. In addition, summarize existing sections, elaborate where needed, and refine drafts to help improve your productivity.")
: Generate content with ServiceNow Otto for CWM directly in your Docs using custom prompts. In addition, summarize existing sections, elaborate where needed, and refine drafts to help improve your productivity.
You can interact with Now Assist directly in your Doc to create new content, add context, or improve existing sections. This helps you draft faster, refine ideas, and keep your work relevant without leaving the page.
Work with content of the whole page
:
Some examples are:
* For Marketing teams: Create a compelling product launch announcement highlighting the key benefits and emotional appeal for our target audience.
* For Legal teams: Write a plain-language summary of the privacy policy in this doc, that customers can easily understand.
* For product teams: Analyze the customer feedback comments in this Doc, group into top 5 themes, and suggest top 3 enhancements for highest impact.
{#exploring-now-asssist-for-cwm__ul_an2_ht2_lgc}
Now Assist uses the context from your Doc page to generate a response.
Refine, elaborate, or improve the existing content within the page
:
Some examples are:
* If you have a list of stakeholders, you can ask Elaborate on the scope of these roles.
* Rewrite this in a casual tone.
{#exploring-now-asssist-for-cwm__ul_hqm_352_lgc}
Take assistance on a blank page
:
Some examples are:
1. Generate 5 icebreaker questions for a virtual team-building session.
2. Write a 3-paragraph blog post explaining why [industry trend] is changing how businesses operate.
3. Generate an outline for the Instagram campaign tasks for a Hackathon initiative.
{#exploring-now-asssist-for-cwm__ol_rkh_f2z_ngc}
Answer questions in the context of this Doc
: Whether the content in the Doc is added manually or generated using Now Assist, you can ask questions to find anything in the page's context.For example, if you have a project charter document, you can try asking
What is the total budget of this project and which part is the most expensive?
[Doc summarization](https://www.servicenow.com/docs/MdmCzgmlITlCSacKpINOSg "Gain insights into the page content by summarizing it or improve content quality by refining it in CWM Docs.")
: Gain insights into the contents of the page by summarizing it in CWM Docs. Whether you're reviewing long documents or preparing for meetings, Doc summarization skill helps you stay informed and efficient.
With the Doc summarization skill, you can also elaborate and shorten content, resulting in improved content quality in the CWM Doc pages. Quickly shorten lengthy paragraphs, paraphrase bullet points, or expand on key points ensuring that your content is tailored to specific needs.
[Generate CWM Tasks from Docs](https://www.servicenow.com/docs/ymtKeJofu2s5pv8DPpLViA "Use the generative AI capabilities of Now Assist to create tasks from the content of your Docs and help you add them to the required Board in CWM workspace.")
: Creating tasks with detailed descriptions for your CWM Board requires significant time and manual effort. If the tasks aren't detailed enough, it can lead to confusion and misalignment within the team, affecting their understanding of the
expected outcomes. To avoid this manual effort and improve time to value, Now Assist can generate tasks for your Board using the information in your Docs. This way, you can ensure clear and comprehensive task descriptions, allowing you to focus more on execution and less on the
administrative work.
Based on the recommendations, you can ask Now Assist to perform one of the following:
* Generate task according to its original recommendations.
* Split a task recommendation into multiple tasks.
* Combine multiple task recommendations into one task.
* Remove any task recommendation.
{#exploring-now-asssist-for-cwm__ul_urp_dnn_c2c}
Thus, by using the Task generation skill within CWM, you can:
* Remove initial roadblocks to create tasks for a CWM Board.
* Save time and increase productivity by automating the task creation process.
{#exploring-now-asssist-for-cwm__ul_ohd_1fc_cfc}
You can use Now LLM Service, Now LLM Long Term Stable models (LTS), Azure OpenAI, Google Gemini or Anthropic Claude on AWS as the AI model provider for all Now Assist skills and AI agents. Use the Configuration Controls in [AI Control Tower](https://www.servicenow.com/docs/access?context=ai-model-providers&version=yokohama&pubname=yokohama-intelligent-experiences&ft:locale=en-US) to define which options are available, then set the skill-level preferences in the [AI Admin Hub console](https://www.servicenow.com/docs/access?context=manage-large-language-models&version=yokohama&pubname=yokohama-intelligent-experiences&ft:locale=en-US). For more information, see [Large language models on the ServiceNow AI Platform®](https://www.servicenow.com/docs/access?context=exploring-large-language-models&version=yokohama&pubname=yokohama-intelligent-experiences&ft:locale=en-US).
## AI Admin Hub console {#exploring-now-asssist-for-cwm__section_y4l_f3g_1zb}
An administrator can activate and manage Now Assist features and skills for the CWM workspace using the AI Admin Hub console. For more information, see [AI Admin Hub console](https://www.servicenow.com/docs/access?context=configuring-now-assist&version=yokohama&pubname=yokohama-intelligent-experiences&ft:locale=en-US).
## Now Assist panel in CWM workspace {#exploring-now-asssist-for-cwm__section_xb5_ybq_vyb}
A knowledge worker can use the Now Assist panel in CWM workspace. This conversational interface enables the user to generate CWM tasks from the context of a Doc page. For more information about the Now Assist panel, see [Now Assist panel](https://www.servicenow.com/docs/access?context=now-assist-panel-overview&version=yokohama&pubname=yokohama-intelligent-experiences&ft:locale=en-US).
## What to explore next {#exploring-now-asssist-for-cwm__cf-exploring-parent-links}
To learn more about configuring and using ServiceNow Otto for CWM, see:
* [Configure ServiceNow Otto for Collaborative Work Management (CWM) (CWM)](https://www.servicenow.com/docs/nufBEe1WKRQ9OPjJU4Vb~w "If you have the admin role, you can configure the implementation for the ServiceNow Otto for CWM application. This lets your team members utilize generative AI skills in the CWM workspace.")
* [Generate tasks from Docs in Collaborative Work Management (CWM)](https://www.servicenow.com/docs/ymtKeJofu2s5pv8DPpLViA "Use the generative AI capabilities of Now Assist to create tasks from the content of your Docs and help you add them to the required Board in CWM workspace.")
* [ServiceNow Otto for Collaborative Work Management (CWM) (CWM) reference](https://www.servicenow.com/docs/9fdpok4SLqAgX8PNG4xnnQ#now-assist-for-cwm-reference "Reference topics provide details on the roles installed with ServiceNow Otto for CWM.")
{#exploring-now-asssist-for-cwm__ul_qll_fg3_y2c}