Summarize a record through chat using Now Assist for App Engine

Quickly understand the contents of a record through a conversation with Now Assist.

Before you begin

Role required: admin

Verify that the custom app record summarization skill is activated and configured. For more information, see Activate the custom app record summarization skill.

The following procedure describes how to summarize a record through chat in the Now Assist panel. You can also summarize a record in-product within Core UI or a custom workspace. For more information, see Summarize a record in-product using Now Assist for App Engine.

Procedure

1. Open the Now Assist panel by selecting the Now Assist icon ().
2. In the Now Assist panel, select Summarize a record or enter summarize a record.
3. Enter the record number for the record that you want to summarize.
4. Select the Enter key.
   Note:

   Generating and displaying the summary may take several seconds.
5. Optional: When you're finished summarizing a record, you can copy the summary or provide feedback about the summary.

   Option	Procedure
   Provide feedback about the summary	If you think that the summary was helpful, select the helpful icon (). If you think that the summary wasn’t helpful, select the not helpful icon (). Note: This feedback improves the generative AI model and can help to improve future versions of this skill.
   Copy the record summary	If you want to reuse the summary, select the copy to clipboard icon ().