--- sourceDocument: Zurich Enable AI sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/intelligent-experiences Release : - zurich ft:locale : - en-US ft:publication_title : - Zurich Enable AI ft:clusterId : - platai bundleId : - platai workflow : - Platform --- # ServiceNow Otto context menu # ServiceNow Otto context menu {#ariaid-title1} Release version: Zurich Updated July 31, 2025 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) 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 ServiceNow Otto context menu The ServiceNow Otto context menu, available in the Zurich release, leverages generative AI to help agents efficiently summarize, create, and edit written content such as emails, chat replies, Knowledge Base articles, and change request risk explanations. It is accessible in ServiceNow Next Experience interfaces across multiple applications---including Customer Service Management, Human Resources, IT Service Management, Strategic Portfolio Management, and IT Operations Management---but not in Core UI. Show full answer Show less ## Key Features * **Contextual AI Assistance:** The floating Otto button appears in enabled fields, offering quick AI-driven actions like summarizing, creating, elaborating, shortening, and refining text. * **Content Editing:** In Knowledge Base articles, users can elaborate or shorten selected text and insert AI-generated content directly to streamline article authoring and resolution notes. * **Tone Customization:** Users can modify content tone to casual, formal, or sympathetic styles to better suit communication needs. * **Change Request Risk Explanation:** AI-generated explanations become available after risk assessment in both workspace and UI16 interfaces. * **Email Recommendations:** AI templates assist in composing and responding to emails in various scenarios such as new messages, replies, and forwards. * **Summarization of Records:** Generate concise summaries of records within workspaces and UI16, with options to expand, collapse, share, regenerate, or copy summaries. * **Usage Monitoring:** A dedicated dashboard tracks the utilization of the Otto context menu across applications. * **Customization and Controls:** Administrators can configure quick actions visibility, limit the number of content refinements per session, and set minimum word counts for the Otto icon to appear. * **Custom Skill Deployment:** Support for deploying custom AI skills using the Now Assist skill kit enhances extensibility. ## Practical Benefits for ServiceNow Customers * Streamlines agent workflows by reducing manual effort in writing and editing communications. * Enhances content quality with AI-assisted elaboration, summarization, and tone adjustment. * Improves knowledge management by accelerating Knowledge Base article creation and updates. * Supports better decision-making through AI-generated explanations of risk in change requests. * Offers flexible configuration to align AI assistance with organizational policies and preferences. * Enables monitoring of AI usage to optimize adoption and identify areas for improvement. The ServiceNow Otto context menu uses generative AI to help agents summarize, create, and edit written content, thus streamlining their writing tasks. Agents produce various types of content, including emails and chat replies. The ServiceNow Otto context menu uses generative AI to assist agents in summarizing, creating, and editing emails and chat replies. Agents can preview AI generated content, scroll through previously created content, and refine the text using the AI. The ServiceNow Otto context menu can be triggered from any application or field in a ServiceNow workspace where the ServiceNow Otto context menu is enabled. The ServiceNow Otto context menu unlocks the power of generative AI and is available in Next Experience for: * Customer Service Management (CSM) * Human Resources (HR) * IT Service Management (ITSM) * Strategic Portfolio Management (SPM) * IT Operations Management (ITOM) {#now-assist-write-overview__ul_hb1_2q3_2cc}The Now Assist context menu isn't available with Core UI. ## Using the ServiceNow Otto context menu {#now-assist-write-overview__section_ywd_zvh_zbc} The ServiceNow Otto context menu is available on any field where the floating ServiceNow Otto button () appears. If you start typing in the field, a menu appears with the available ServiceNow Otto context menu actions. The ServiceNow Otto context menu helps you summarize, create or modify existing documentation. You can configure the Advanced filter to hide or show the ServiceNow Otto context menu quick actions option using the wwna_quick_actions table. To view more variable set configuration options, see ServiceNow Otto context menu variable set configuration. Chat window using the ServiceNow Otto context menu : You can use the ServiceNow Otto context menu when communicating with users in Agent Chat: If it takes too long to generate text or the Now LLM Service isn't available, an error message appears. Change request risk explanation using the ServiceNow Otto context menu : The ServiceNow Otto context menu makes the change request risk explanation available on the workspace and on UI16 after assessment and calculation. When the risk is assessed and calculated, you'll see the Explain risk button with the ServiceNow Otto icon on the workspace showing the risk explanation in a dialogue box in the Record information section. When the risk is assessed and calculated, you'll see the ServiceNow Otto icon against the Risk field on UI16, showing the risk explanation in a dialogue box. Note: The risk explanation that is presented in the dialogue box is assessed and calculated on the change request form. For more information about risk assessment and calculation, see [Risk assessment](https://www.servicenow.com/docs/access?context=c_RskAsmtCalc&version=zurich&pubname=zurich-it-service-management&ft:locale=en-US). Content editing in Knowledge Base articles using the ServiceNow Otto content menu : The ServiceNow Otto context menu enables generative AI assisted content editing capabilities for Knowledge Base authoring and to provide resolution notes in workspaces and UI16. When you open a knowledge article and select the content in it, you'll see the ServiceNow Otto icon pop-up and float along with your mouse device. When you hover over the ServiceNow Otto icon, you'll see the following menu options to help you edit the content: * Elaborate: Generative AI details the selected text. * Shorten: Generative AI shortens the selected text. {#now-assist-write-overview__ul_xkp_c1p_ddc} You can insert the generative AI elaborated or shortened content into the Knowledge Base articles, using the Insert button and update or publish them. For more information about generating Knowledge Base articles using the Now Assist context menu, see [Edit an article using the ServiceNow Otto context menu](https://www.servicenow.com/docs/access?context=Now-Assist-generate-article-using-context-menu&version=zurich&pubname=zurich-servicenow-platform&ft:locale=en-US). Change Tone using ServiceNow Otto context menu : The ServiceNow Otto context menu enables users to change the tone of their content. Users can choose between casual, formal, and sympathetic tone to enhance their content further, using the generative AI capabilities. : When you hover over the ServiceNow Otto icon or select Refine menu, you see Change Tone menu option. : You can further choose a preferred tone and select Formal, Casual, and Sympathetic. Review the changes and select Insert to finalize the new text. Note: If you do not see the change tone option for your application or product, reach out to ServiceNow. Limit the number of content refinement calls using the ServiceNow Otto context menu : Configure and limit the number of content refinements to the skill per session using the ServiceNow Otto context menu. By default, the maximum number of refinements isn't set and you can configure to limit it. You can configure the refinement calls limitation at the Recommendations Dialog Props field in the Limit refinements record using the refineCount property. Note: The Limit refinements record is available in the ServiceNow Otto config var set record in the ServiceNow Otto Skill context menu application. You can set the refineCount as follows: * The default value of the property is -1. If the value is less than 0, then the number of refinements to the skill are unlimited. * If you provide 0 as the value, then the refine button will be disabled and the You reached the limit for refining content. message is displayed. * If you configure it with a value greater than 0, you'll be able to refine the content according to the set value. For example, if you set the refineCount to 2, then you will be able to refine the content only twice. {#now-assist-write-overview__ul_jl2_wgr_ddc} Create knowledge article with open prompt : Use NAcm to create inline knowledge article using open prompts. See [Generate KB article with ServiceNow Otto context menu](https://www.servicenow.com/docs/ouBW7~t3ompLS3eo31EyOA "Use the ServiceNow Otto context menu to generate Knowledge Base articles in Knowledge Management."). Set the minimum word count for the ServiceNow Otto icon : You can set a minimum word count required for the ServiceNow Otto icon to appear, to control when the icon is displayed based on content length. To set the minimum word count, update the value for the `minSelectedWordCount` property. * **[Email recommendations using the Now Assist context menu](https://www.servicenow.com/docs/1haRNB8fg5jOjB0QIAncCg)** Use the ServiceNow Otto context menu to compose or respond to emails with recommendations from ServiceNow Otto with generative AI template suggestions. The ServiceNow Otto context menu enables users to generate email response recommendations in new, forward, reply, or reply all scenarios. * **[Summarize records with the ServiceNow Otto context menu](https://www.servicenow.com/docs/Dmo7WZcTEiwwpj2QWahWjw)** Use the ServiceNow Otto context menu to generate a record summary for the page, using Generative AI application assisted summarization capabilities in workspaces and UI16. The Now Assist context menu can generate a new summary, expand or collapse the summary card, share the summary to work notes, regenerate, or copy the summary. * **[Improve Docs content in Strategic Portfolio Management with ServiceNow Otto context menu](https://www.servicenow.com/docs/NQ42QJeb5arZHeNpzm~nlw)** Use the ServiceNow Otto context menu to start conversations and raise queries, using generative AI capabilities and custom built in skills in Strategic Portfolio Management. * **[Generate KB article with ServiceNow Otto context menu](https://www.servicenow.com/docs/ouBW7~t3ompLS3eo31EyOA)** Use the ServiceNow Otto context menu to generate Knowledge Base articles in Knowledge Management. * **[ServiceNow Otto context menu usage dashboard](https://www.servicenow.com/docs/5nkyeE9kNBugva9GdB7nEg)** Use the ServiceNow Otto context menu dashboard to monitor the use of ServiceNow Otto context menu across the different applications. * **[Use Now Assist context menu for custom skill deployment](https://www.servicenow.com/docs/NW4vX8NyU6IppacOWZFsAQ)** Use the Now Assist context menu to deploy the custom skills created using Now Assist skill kit.