Configure banking customer profile summarization in Now Assist for FSO

Configure the Customer Profile Summarization skill in Now Assist for FSO to enable AI-powered summaries of banking customer information in Agentic Contact Center for Banking.

Before you begin

Verify the Now Assist for Financial Services Operations (FSO) plugin (sn_fso_gen_ai) is installed.

• For information about the plugin dependencies and plugin activation order, see Application information.
• For information about the installation process, see Install Now Assist plugins.

Role required: admin

Procedure

1. Navigate to All > Now Assist Admin > Skills to access the Now Assist Skills tab of the Now Assist Admin console.
2. Select the Customer > FSO workflow group.
3. In the Customer Profile Summarization feature card, select Activate skill.
4. In the Define access step, define the user access for the skill using Access Control Lists (ACLs).
   The roles sn_fso_csr.personal_agent and sn_fso_csr.business_agent are defined by default.
5. Select Save and continue.
6. In the Select display step, enable these options:
   • In-product desktop
   • Now Assist context menu

   For each option, select the arrow icon (>) to define the roles that can use the skill.

7. Select Save and continue.
8. In the Review and activate step, review your choices and select Activate to complete the configuration.

Result

The skill is activated.

What to do next

You can choose which service provider to use for this skill in the Now Assist Admin console.