Install Now Assist for Customer Service Management (CSM)
Install required plugins and enable Now Assist for Customer Service Management (CSM) to configure and use generative AI skills in Configurable Workspace and Core UI.
Before you begin
Role required: Admin
About this task
To get started with Now Assist, you must install at least one Now Assist application on your instance. The Now Assist Admin console can guide your implementation, starting with installation.
For information about the plugin dependencies and plugin activation order, see Supporting information for Now Assist for Customer Service Management (CSM).
For information about CSM Configurable Workspace, see Set up CSM Configurable Workspace. For information about Now Assist AI agents, see Install Now Assist AI Agents.
To access AI agents in the Now Assist panel, you need to turn on the Now Assist panel and ensure that the case summarization is active on the instance.
To install the Now Assist for CSM plugin (sn_csm_gen_ai), follow the procedure below.