Summarize case insights by using Now Assist for Customer Service Management (CSM)

  • Release version: Zurich
  • Updated March 12, 2026
  • 3 minutes to read

    • Use Now Assist for Customer Service Management (CSM) to generate a consolidated view of case insights directly from the case record. The Case Insights section surfaces a summary of the case alongside key contextual information to help service reps understand and act on cases quickly.

    Before you begin

    Figure 1. Case record with case summary
    AI-generated case summary for a case record.

    Role required: sn_customerservice_agent, sn_customerservice.consumer_agent

    The Case Insights section requires the case summarization skill to be enabled. Customer summarization and Special handling notes must be active to enable all sections. The Case Insights section is available in the CSM default record page and front line record page in the CSM Configurable Workspace version 26.1.1 and later. Earlier version was Case summary and is available in CSM Configurable Workspace version 26.1.0 and earlier.

    About this task

    When a customer service agent opens a case or navigates to the case record page, Now Assist checks whether there is enough information to generate a summary. If there is, the Summarize button appears. If not, the component displays a message instead.

    The Case Insights section includes:
    • Banner: Shows SLA status and trending topic information.
    • Case summary: A generated summary of the case including the reported issue, actions taken, Service Level Agreement (SLA) details, and a trending topic banner when applicable.
    • Customer summary- Key account details including lifetime value, plan type, average handling time, and CSAT score. Also shows the number of recent cases and interactions, recent issue history, and links to navigate to all cases and interactions.
    • Special handling notes- Notes that bring important information about individual records, such as a case or account record, to the service rep's attention.
    • Ask AI- An open prompt for follow-up questions in the Now Assist panel, with a drop-down for additional options.
      Note:
      • When the Provide customer 360 insights AI agent workflow is enabled in the Now Assist panel, the Ask AI button is visible. When the AI agent workflow is turned off, the Ask AI button is hidden.
      • When an agent selects the Ask AI button, the Now Assist panel opens and initiates the Provide customer 360 insights AI agent workflow without a template question. The panel returns a general summary of the case, which is the same output produced when an agent selects the Provide customer 360 insights pill directly in Now Assist panel. Agents can then submit follow-up questions within the panel.
      • When an agent selects a preset question from the Ask AI drop-down, Now Assist panel opens and initiates the Provide customer 360 insights AI agent workflow with the selected question. The panel returns a response specific to that question. Agents can then submit follow-up questions within the panel.
      • To customize Ask AI drop-down menu and quick questions, see Customize Case Insights Ask AI button system properties

    Procedure

    1. Navigate to Workspaces > CSM Configurable Workspace and open a customer service case.
    2. In the Case Insights section, select Generate.
      • If automatic triggering is enabled, Now Assist generates the summary automatically when the case is opened.
      • If automatic triggering is off, the Summarize button appears and service agent can generate the summary on demand.
    3. The Case Insights section displays the summary.
      • Generating and displaying the summary may take several seconds.
      • The section is collapsed by default on the record form- select View more and use the scroll bar to view the rest.
    4. After generating case insights, you can take any of the following actions:
      • Copy the case summary: Select the copy to clipboard icon (Copy to clipboard icon.) to use the case summary information for another purpose, such as pasting into an email.
      • Provide feedback:
        • Select the helpful icon ( Helpful icon) or the not helpful icon (Not helpful icon. ).
        • This feedback improves the generative AI model and can help to improve the future versions of this skill. The system stores feedback in the generative AI logs (sys_generative_ai_log_list.do).
      • Ask follow-up questions:
        • Select the Ask AI button to open the Now Assist panel and view key findings, or
        • Select the Ask AI drop-down button and select one of the menu options: Identify potential root cause, Recommend resolution steps, Show similar resolved cases, and Show similar open issues.
        • The Now Assist panel opens and triggers the Provide customer 360 insights AI agent workflow, which retrieves answers based on the context of the current case.
      • Expand or collapse the summary: Select the expand card icon (Expand card icon.) or the collapse card icon (Collapse card icon.) to see more details or fewer summary details.