---
sourceDocument: Australia Platform Analytics
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/now-intelligence

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Platform Analytics

ft:clusterId :

    - par

bundleId :

    - par

workflow :

    - Platform


---

# Dashboard summary skill

# Dashboard summary skill {#ariaid-title1}

Release version: Australia  
Updated April 29, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Dashboard summarization skills are enabled by default when the Dashboard Summary plugin is installed. Configure ServiceNow Otto access to these skills under ServiceNow Otto skills for Data and Analytics to give users AI-assisted dashboard
context.

## Before you begin

Role required: now_assist_admin

## About this task

The ServiceNow Otto context menu has two forms and each form uses AI skills differently.

Dashboard Summary
:   The Dashboard Summary is added by default to Platform Analytics experience dashboards. The associated ServiceNow Otto dashboard summarization skill is selected by default.

ServiceNow Otto context menu dashboard element
: The context menu can be used as a reusable configurable dashboard element with any valid dashboard AI skill. To enable the skills for the dashboard element, see [Configure the ServiceNow Otto context menu in Now Assist Experiences](https://www.servicenow.com/docs/cuqIQDmC~UDZ6BbTbjgxjA "The ServiceNow Otto context menu enables users to apply a variety of AI skills in the context of dashboards.").  
Note:  
By default, every authenticated user has access to the Dashboard Summary. You can limit access to specific roles from the AI Admin Hub, either while activating the skill or later. To limit access, you must be in the AI Dashboard Insights scope.

## Procedure

1. If you want to limit the roles that can use this skill, change application scopes to AI Dashboard Insights.
2. Navigate to AllAI Admin HubSkills.
3. In the product area pane, select Data and AnalyticsAnalytics.
4. In AI skills for Analytics, filter on Analytics Skills, then search for the dashboard summarization skill.  

   <br />

5. Select Turn on.
6. **Optional:** In the User access - Access Control List section, limit which roles can use this skill.
   1. Select the edit icon ![]().
   2. If you aren't in the AI Dashboard Insights application scope, cancel the activation and change to this scope, then redo all previous steps.  
   3. Change user access from Any authenticated user (default) to Select roles.  
   4. Select one or more roles.
   5. Select Apply.

   {#dashboard-summary-skill__substeps_obk_12y_1kc}  
   You can come back later and change these roles by selecting Edit configuration on the dashboard summarization skill tile.
7. Select Turn on.  
   When the skill is turned off, all dashboards show a message that the Dashboard Summary feature requires a skill and advises the user to contact an administrator.
{#dashboard-summary-skill__steps_hr3_qwc_wyb}
**Related topics**   

* [Use ServiceNow Otto context menu for custom skill deployment](https://www.servicenow.com/docs/access?context=use-now-assist-context-menu-for-custom-skill-deployment&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US)

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