Now Assist for Customer Service Management (CSM) release notes
The ServiceNow® Now Assist for CSM application brings generative AI to Customer Service Management. You can improve productivity and efficiency by delivering better self-service, recommending actions, and delivering answers. Now Assist for CSM was enhanced and updated in the Xanadu release.
Now Assist for CSM highlights for the Xanadu release
Xanadu Patch 10: Enable security in Now Assist for CSM and AI agents and agentic workflows by enforcing access control lists (ACLs) and user identity-based permissions.
- Use case resolution steps to generate recommended actions based on the data clusters from previously closed cases.
- Use enhanced AI agents and new standalone AI agents for more specific tasks. For example, the Duplicate identifier AI agent identifies the duplicate interactions and cases from the customers and then consolidates the information.
- Enhance customer conversations by receiving relevant contextual recommendations in real time.
- Help improve productivity and decrease errors by the automatic generation of emails that can be verified and sent by the agent.
- Consolidate information from multiple similar cases and bring it all together into a knowledge base article.
- Summarize records to make it easier to hand off calls between agents and help improve customer satisfaction.
See Now Assist for Customer Service Management (CSM) for more information.
New in the Xanadu release
- Xanadu Patch 10
- Triage cases agentic workflow security directives
- Implement security on AI agents and agentic workflows through ACLs and user identities.
- Now Assist for CSM Gen AI security directives
- Implement security in Now Assist for CSM skills through ACLs and user identities.
- Suggested steps in Recommended Actions
- Use Recommended Actions to generate suggested resolution steps for cases. You can increase agent productivity by outlining the next best actions for unfamiliar cases and automatically providing logical next steps.
- Triage cases agentic workflows enhancements
- Added new standalone AI agents to check duplicate cases and split some existing standalone AI agents to focus on more specific tasks. The AI agents available are the Triage cases planner AI agent, Context validator and analyzer agent, Duplicate identifier AI agent, Informational queries AI agent, Transactional queries AI agent, Case creation AI agent, Entity extraction AI agent, Document verification AI agent, and Email response AI agent.
- Triage cases AI agents use case
- Use the Triage cases AI agents use case to improve agent productivity through faster assessment.
Table 1. Available AI agents use case AI agent use case Description Triage cases Use AI agents to handle all routine cases coming in through email and other offline channels, so that it improves customer satisfaction and reduces resolution times. - Summarizing sidebar conversations
- Use Now Assist for CSM to summarize sidebar discussions between agents, requesters, and subject matter experts.
- Real-time chat reply recommendations
- Use generative AI to provide the agent with relevant contextual recommendations from sources such as knowledge bases, FAQs, similar cases, chats, and calls before they respond to the customer. Agents can also write a chat response with the help of generative AI. This feature helps agents stay focused on conversations with customers instead of doing manual tasks.
- Generative AI-powered email reply recommendations
- Get recommendations for email responses that can be reviewed and sent by agents. Agents can also edit email replies recommendation with the help of generative AI.
- Multilingual support for Now Assist for CSM skills
- Large language model (LLM) now supports the following languages across all skills in Now Assist for CSM: German, French, Japanese, Dutch, and French Canadian, Spanish, Brazilian Portuguese, and Italian.
Changed in this release
- Enhancement in post-call summarization
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- You can now review a call that has been handed off from one live agent to another agent, and then provide a summary of the key topics that are covered during the conversation.
- Support for outbound calls from agents to the customers.
- Generate a call summary when the real-time transcript is not available.
- Knowledge generation from multiple cases
- You can now select and gather insights and data from multiple similar cases to draft an article by using Now Assist for CSM.
- Enhancements in chat summarization
- Multiple Language Support via Digital technology (DT) support and a new step in the guided flow that allows the customization of how and when the skill capability will be available in the admin console.
- Enhancements in Email recommendation
- Get recommendations for email responses when starting new emails, forwarding messages, or finalizing drafts. Help improve agent productivity by reducing the time taken to compose email and improve relevance of email reply recommendations. Also, get template recommendations while composing an email by leveraging AI search.
- Enhancement in Resolution notes generation
- Generate resolution notes and then shorten or elaborate the content using the Now Assist context menu in the resolution notes field of the case form, in both Core UI (UI16) and Workspace.
- Enhancements in Knowledge generation
- Revise the content in existing knowledge articles by using the Now Assist icon
, which is accessible as an inline capability, and create and refine knowledge articles. You can also generate knowledge articles in multiple languages.
- Xanadu Patch 7 Case summarization enhancement
- Extended the capabilities of the case summarization feature so it can now be used on custom tables.
Activation information
Now Assist features are available with activation of the Now Assist for CSM plugin. For more information, see .
Starting with Vancouver Patch 4, Now Assist for CSM is supported.
Starting with Xanadu Patch 7, Customer Service Management AI agent collection is supported.
Additional requirements
The Now Assist for CSM application requires a Customer Service Management Pro Plus or Enterprise Plus license.