Additional skill input and trigger information

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Enable remaining Generative AI Skills within Now Assist CSM, and reference summarized details to complete setup.

    Overview of skills and triggers

    Depending on the selected skill, you can configure inputs or triggers. These settings determine how and when a skill is used. An input identifies the data that is used for a skill, such as the table and fields that are used to generate a case summary. A trigger initiates an action, such as when the system generates a chat summary.

    Sidebar discussion summarization skill

    For the sidebar discussion summarization skill, select the triggers that determine when a sidebar discussion summary is generated.

    The following table lists the triggers that determine when a sidebar discussion summary is generated.

    Table 1. Triggers for the sidebar discussion summarization skill
    Trigger Description
    User triggered Sidebar discussion summarization that is generated when the agent manually triggers the skill.

    Case sentiment analysis skill

    The case sentiment analysis skill includes the inputs and outputs that identify the table and fields that are used when a case sentiment is generated.

    The following table lists the inputs for the case sentiment analysis skill.
    Table 2. Inputs for the case sentiment analysis skill
    Input Description
    Input table Case [Case]
    Input fields
    • Short description
    • Description
    • Priority
    • State
    • Task creation date
    • Activities
    • Task SLA
    The following table lists the outputs for the case sentiment analysis skill.
    Table 3. Outputs for the sentiment analysis skill
    Output Description
    Sentiment values
    • Very positive
    • Positive
    • Neutral
    • Negative
    • Very negative
    Sentiment trend
    • Improving
    • Declining
    • Stable
    Sentiment reasoning Reasons for provide the sentiment value.
    The following table lists the scheduled job for the sentiment analysis skill
    Table 4. Scheduled job for the sentiment analysis skill
    Scheduled job name Default value Description
    Sentiment analysis scheduled job (case) True Refreshes sentiments on the Trigger frequency screen for the Sentiment analysis skill.
    Update sentiment historical records False When active, calculates sentiment and sentiment trends for historical records.

    Suggested steps generation skill

    The following table lists the suggested steps generation skill
    Table 5. Inputs for suggested steps generation skill
    Input Description
    Input table

    sn_customerservice_case

    Input field

    Short description

    The skill uses this field to cluster cases based on similar cases closed in the past.

    Conditions

    Filter conditions to generate the suggested steps.

    Similar cases closed or resolved within the last 6 months are used by default to create the case clusters.