Activate a Now Assist in Document Intelligence skill

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 3 Minuten Lesedauer

    • Activate the Now Assist in Document Intelligence skills that agents can use to help analyze and extract information from documents with generative AI.

    Vorbereitungen

    Now Assist in Document Intelligence skills are turned on by default. The skills will be automatically available to appropriate role users for the application. The new default behavior works as follows:
    New customers
    When you install a Now Assist product, designated skills are turned on automatically.
    Existing customers who are upgrading (starting with Australia Patch 1)
    There is no change to skills that are currently enabled and customized. A skill is turned on if:
    • The Now Assist plugin is installed, but the skill was never turned on.
    • An admin has never adjusted roles for the skill.
    A skill is not turned on if:
    • The skill was previously turned on, and then turned off again.
    • An admin has adjusted roles for the skill.

    For more information, see Now Assist skills, agents, and agentic workflows on by default.

    Before activating a document intelligence skill in Now Assist, the following applications and their respective plugins must be installed.

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    Now Assist in Document Intelligence skills are now turned on by default. If a skill was previously turned on and then turned off, or if an administrator has adjusted roles for the skill, perform the steps in this task to reactivate the skill.

    This task doesn’t apply to the Multimodal chat skill. The multimodal chat skill is used to enable chat responses about the content of uploaded documents and images. It is only used on the server side by the document and visual insights AI agent and by the question answering capability in Now Assist in Virtual Agent. This skill doesn’t require configuration in the Now Assist Admin console.

    Prozedur

    1. Navigate to All > Now Assist Admin > Features > Skills.
    2. In the workflow list, select Platform > Other.
      Abbildung : 1. Now Assist skills for the Platform workflow
      Feature cards for the Platform workflow.
    3. On the Document intelligence feature card, select View details.

      The Document intelligence skills page opens.

      Abbildung : 2. Document intelligence skills page
      Document intelligence skills page with a summary and available skills.
    4. In the All available Document intelligence skills section list of Platform skills, select Activate skill for the document intelligence skill that you want to activate.

      For more information on document intelligence skills, see Exploring Now Assist in Document Intelligence.

      The guided use case setup opens.
    5. Create a use case.
      1. To create a new use case, follow the steps in Set up a use case for Now Assist in Document Intelligence.
      2. Select Save and continue.
    6. Select the display.
      1. Wahlweise: Turn on the Display option to show the skill in all ServiceNow AI Platform products.
      2. Select the Expand icon (Expand icon.) and grant one or more user roles to personnel who will work with the document intelligence skill.
      3. Select Save and continue.
    7. Define access.
      1. Wahlweise: Define a different access control list (ACL) for the skill.

        An ACL enables you to restrict who is able to access and execute the skill to only users with the correct role.

        1. Select the Edit icon (Edit icon.) for Roles.
        2. Select an option.
          Option Description
          Any authenticated user

          As long as a user is logged in, they can access and execute the skill.
          Select roles

          Select the roles that a user must have to execute the skill.

          Hinweis:
          If you select multiple roles, a user must only have one of the roles to execute the skill.
        3. Select Apply.
      2. Select Save and continue.
    8. Review and activate.
      1. Review the configuration selections you’ve made for the skill.
      2. Wahlweise: Select Back to return to a previous step and make a change.
      3. Select Activate.

    Ergebnisse

    The skill is active and available to the selected user roles.