Configuring Now Assist in Document Intelligence

If you have the admin role, you can configure the Now Assist in Document Intelligence feature, enabling agents to use its generative AI skills within their application workspace.

The following diagram shows the process for setting up the Document intelligence platform skill in Now Assist.

Figure 1. Now Assist in Document Intelligence configuration steps

In this workflow:

• Install Now Assist.
• Activate the Document intelligence skill in the Platform workflow.
• Create one or more use cases for the skill.
• Define fields or questions for the use case.
• Test use case performance with a sample document.
• Set up integrations with your workflows.
• Review the use case and activate it.

• Activate a Now Assist in Document Intelligence skill
  Activate the Now Assist in Document Intelligence skills that agents can use to help analyze and extract information from documents with generative AI.
• Set up a use case for Now Assist in Document Intelligence
  Create a use case record to define a document you want to process with Now Assist in Document Intelligence.
• Turn on Full automation mode for a document extraction use case
  Turn on Full automation mode to automatically complete and submit document tasks without an agent review. Full automation mode is turned off by default in document extraction use cases.
• Change the large language model (LLM) for a use case
  Choose a large language model (LLM) used to generate predictions for extraction and Q&A use cases.
• Edit a use case in Now Assist in Document Intelligence
  Edit a use case to change the name, fields, and integrations.
• Make a copy of a use case in Now Assist in Document Intelligence
  Make a copy of a use case to save time when you need to create a new use case with a similar structure.
• Deactivate a use case in Now Assist in Document Intelligence
  Deactivate a use case that you don’t want to use for your documents.
• Delete a use case in Now Assist in Document Intelligence
  Delete a use case when it is no longer needed for your documents.