Configure chat summarization in the Now Assist Admin console

Define the triggers, inputs, and display location for chat summarization by using the guided setup in the Now Assist Admin console.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Now Assist Admin Console > Features.
   If you’re already in the Now Assist Admin console, select the Now Assist Features tab.
2. On the navigation panel, select a workflow that has chat summarization, either Technology or Customer.

   Each workflow contains feature sets.

3. On the Chat feature card, select View details.
4. In the All available Chat skills section of the chat summarization card, select Activate Skill.
5. Go to Define Trigger, the first step in the guided setup.
   By default, many of the options in the setup are configured for the most common use cases. You might need to select the step in the guided setup navigation to go back and change the configurations in previous steps. You can also use the Back button to navigate through the steps.
6. Using the toggles, select what actions trigger the chat summarization skill.
   
7. Select whether you want the summary to be formatted with bullet points.
   By default, the summaries are written with bullet points, but you can turn off this format so that the generated summary uses paragraphs instead.
8. Go to Choose Input, the next step, by selecting Save and continue.
9. Select any additional data sources that you want the large language model (LLM) to take into account when generating a summary.
   You can use additional data sources to add context to the chat conversation. By default, the summary takes the information from the conversation as the source of the input data.
10. Select Save and continue.
11. Go to Select display, the last step, and select where you would like to display the skill.
    You can select both in-product, Now Assist panel, or both.

    • In-product: When selected, Now Assist skills are displayed on forms and workspaces.
    • Now Assist panel: When selected, Now Assist skills are available in the Now Assist panel. If you don't see this option, you must activate the Now Assist panel. For more information, see Turn on the Now Assist panel.

      For the skills that appear in the Now Assist panel, select the down arrow to identify the roles that can use the skill.

    You can add roles by entering the name of the role in the User roles field. You can remove existing roles by selecting the X icon in the role bubble. You must have at least one role specified, but you can add as many roles as you like.

    

12. Review your choices and complete the configuration by selecting Activate.
    

Result

Chat summarization for the workflow is active on the instance.

What to do next

Analyze your skill performance on the Now Assist Admin console to help determine the success of the skill. Learn more about tracking your Now Assist usage at .

• Enable chat summarization for chat messages from Microsoft Teams
  Enable chat summarization for messages sent in Microsoft Teams.