---
sourceDocument: Australia Field Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/field-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Summarize a record on ServiceNow Agent

# Summarize a record using ServiceNow Otto in Virtual Agent {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
You can create a summary of a work order task record using the ServiceNow Otto in Virtual Agent directly from the ServiceNow Agent application.

## Before you begin

Role required: wm_agent

## About this task

You can summarize a record by launching Ask ServiceNow Otto. On the home screen ask AI to summarize a record or navigate to a specific work order task record and using the Quick actions menu. Both methods provide a quick and efficient way to
generate a summary.

## Procedure

1. Navigate to My work.
2. From quick actions, select Ask ServiceNow Otto.
3. In the ServiceNow Otto panel, prompt AI to summarize the record.
4. Tap Send.
5. Tap Done.
6. **Optional:** Tap the plus icon to begin a new conversation.
{#summarize-a-record-using-now-assist-virtual-agent__steps_ig4_4hs_1fc}

## Summarize a record a work order task record using ServiceNow Otto in Virtual Agent {#ariaid-title2}

Generate summary from the work order task record.

### Before you begin

Role required: wm_agent

### Procedure

1. Navigate to My work.
2. In the My tasks section, tap a work order task record.
3. Tap the Quick actions icon in the top right corner of the screen.
4. Tap Ask ServiceNow Otto.
5. Tap Show all my options.  
   Note:  
   Any skills configured by an admin for ServiceNow Otto in Virtual Agent are shown.
6. Tap Summarize a record.
7. Tap Done.
8. **Optional:** Tap the plus icon to begin a new conversation.