You can create a summary of a work order task record using the Now Assist in Virtual Agent directly from the ServiceNow Agent application.

Before you begin

Role required: wm_agent

About this task

You can summarize a record by launching Ask Now Assist from the home screen and typing "summarize a record" or by navigating to a specific work order task record and using the Quick actions menu. Both methods provide a quick and efficient way to generate a summary.

Procedure

  1. Navigate to My work.
  2. From quick actions, select Ask Now Assist.

    For Android users, this icon appears as a plus symbol (plus icon).

    For iOS users this icon appears as an ellipsis symbol (ellipses icon)

  3. In the Now Assist panel, type a "summarize a record" and follow the prompts.
  4. Tap Send.
  5. Tap Done.
  6. (Optional) Tap the plus icon to begin a new conversation.

Summarize a record directly from a work order task record using Now Assist in Virtual Agent

Generate summary from the work order task record.

Before you begin

Role required: wm_agent

Procedure

  1. Navigate to My work.
  2. In the My tasks section, tap a work order task record.
  3. Tap the Quick actions icon in the top right corner of the screen.
  4. Tap Ask Now Assist.
  5. Tap Show all my options.
    Note:

    Any skills configured by an admin for Now Assist in Virtual Agent are shown.

  6. Tap Summarize a record.
  7. Tap Done.
  8. (Optional) Tap the plus icon to begin a new conversation.