Configure Sentiment Analysis
Summarize
Summary of Configure Sentiment Analysis
The Sentiment Analysis feature in ServiceNow allows customers to utilize machine learning for understanding customer sentiment regarding cases. This feature requires the activation of specific plugins and configuration of sentiment fields within the Customer Service Management (CSM) application.
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Key Features
- Predictive Intelligence: Essential for enabling sentiment analysis, providing a framework for machine learning models.
- Task Intelligence for Customer Service: This application includes sentiment analysis and activates several necessary plugins automatically.
- Sentiment Fields: Key fields include Original sentiment, Current sentiment, and Sentiment over time, which display sentiment predictions on case forms and lists.
Key Outcomes
By configuring sentiment analysis, customers can:
- Gain insights into customer sentiment trends over time which helps in improving customer service.
- Display sentiment predictions on various interfaces, allowing for better case management and resolution.
- Utilize machine learning to adapt and respond to changing sentiments effectively.
Ensure to follow the detailed steps for configuring sentiment fields in CSM Configurable Workspace, CSM Agent Workspace, and Core UI to make the most of this feature.
Activate the required plugin, enable the sentiment analysis property, and assign roles to use the sentiment analysis feature.
| Step | Description |
|---|---|
| Ensure that your instance is set up for Predictive Intelligence (PI). | Predictive Intelligence is a ServiceNow platform feature that provides a layer of artificial intelligence, which serves as a framework for machine learning models. For more information, see Predictive Intelligence. |
| Activate the Task Intelligence for Customer Service application (com.snc.csm_ml_task). | The Task Intelligence for Customer Service application enables customers to leverage machine learning algorithms in Customer Service Management. The sentiment analysis feature is included with this application. This application automatically activates the following plugins:
|
| Configure the Case list and Case form to display the sentiment analysis fields. | The sentiment analysis feature adds the following fields:
Configure these fields for each of the following interfaces as needed:
|
| Use the Task Intelligence Admin Console to create and deploy a sentiment model. | See Create a model to predict case sentiment. |
Configure sentiment analysis fields
- Original sentiment
- Current sentiment
- Sentiment over time
- In CSM Configurable Workspace, these fields appear as secondary values in the configurable form header. You can configure secondary values to display either below the primary value at the top of the form or in the Record Information tab in the contextual side panel. (For more information, see Display the form ribbon and form header secondary values in the Contextual side panel.)
- In CSM Agent Workspace, these fields appear in the Case form header.
- In Core UI, these fields appear on the Case form.
| Field | Description |
|---|---|
| Original sentiment | The sentiment that is predicted when a case is created. The values for this
field include:
|
| Current sentiment | The most recent sentiment prediction for the case. This prediction is
assessed when a case is created and updated. The values for this field include:
When a case is created, the Original sentiment and Current sentiment are assigned the same value. When a case is updated, the Original sentiment remains the same and the Current sentiment is updated with the most recent prediction. |
| Sentiment over time | A trend indicator that reflects the change in sentiment as a case is updated.
The values for this field include:
This field requires a minimum of two sentiment predictions in order to calculate a value. |
Configure sentiment fields for CSM Agent Workspace
- Enter sys_aw_list.list in the application navigator and press Enter.
- Click All from the Case [sn_customerservice_case] table.
- Click the lock icon next to the Columns field.
- Select and move the sentiment fields from the Available column to the Selected column.
- Click the lock icon again.
- Click Update.
- Select CSM Workspace as the application scope.
- Navigate to .
- In the Table column of the Form Headers list, select
sn_customerservice_case.
If adding sentiment fields for a case type, select the case type table that extends the Case table.
- Click New in the Secondary Values related list.
- Select the desired sentiment field in Field field and click Submit.
- Repeat step 5 for the remaining sentiment fields.
- Click Update on the Form Header form.
Configure sentiment fields for CSM Configurable Workspace
- Enter sys_ux_list.list in the application navigator and press Enter.
- Click All from the Case [sn_customerservice_case] table.
- Click the lock icon next to the Columns field.
If adding sentiment fields for a case type, select the case type table that extends the Case table.
- Select and move the sentiment fields from the Available column to the Selected column.
- Click the lock icon again.
- Click Update.
- Select CSM Workspace as the application scope.
- Navigate to .
- In the Table column of the Form Headers list, select sn_customerservice_case.
- Click New in the Secondary Values related list.
- Select the desired sentiment field in Field field and click Submit.
- Repeat step 5 for the remaining sentiment fields.
- In the UX header Configurations list, click Edit.
- In the Collection field, add CSM/FSM Configurable Workspace Header Config.
- Click Update on the Form Header form.
Configure sentiment fields for Core UI
- Navigate to .
- Right-click the list header and select the desired list view.
- Right-click any column heading and select .
- Select and move the fields from the Available column to the Selected column.
- Click Save.
- Navigate to .
- Open a case.
- Right-click the form header and select .
- Select and move the fields from the Available column to the Selected column.
- Click Save.