---
sourceDocument: Brazil Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/customer-service-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Summarize a call

# Summarize a call by using ServiceNow Otto for Customer Service Management (CSM) {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read  
Generate a summary of the call conversation between a live agent and a customer by using the call summarization skill in the ServiceNow Otto for Customer Service Management (CSM) application.

## Before you begin

To make the skill available in the AI Admin Hub console, install [Install ServiceNow
Voice applications](https://www.servicenow.com/docs/access?context=install-ccc-apps&version=brazil&pubname=brazil-servicenow-platform&ft:locale=en-US).

Role required: sn_customerservice_agent, sn_customerservice.consumer_agent, sn_csm_agent

## About this task

The call summarization skill enables you to do the following actions:

* Summarize calls between live agents and callers when either party ends the interaction.
* Generate a call summary on demand from the ServiceNow Otto panel. For more information, see [Request the generative AI capabilities in Customer Service Management by using the ServiceNow Otto panel](https://www.servicenow.com/docs/kED1H_DZPG4HC6OOvFXIWA "Request generative AI capabilities in the ServiceNow Otto panel, such as chat summaries, case summaries, resolution notes, or knowledge article generation.").
* When real-time transcription is enabled, agents can see a transcript of the voice calls while interacting with the customers. With real-time transcription, an agent gets a better understanding of the customer issues, and a manager gains insights into the customer trends and agent training gaps.
* When real-time transcription is turned off, agents don't see the conversation panel. Once the transcripts are ready, agents can see a ServiceNow Otto banner showing field predictions being generated. Then, another banner shows up with the predicted fields.
* A call summary is available for both outbound and inbound calls. For more information, see [Real time transcriptions for ServiceNow Voice for Customer Service Management](https://www.servicenow.com/docs/access?context=using-voice-rtt).
* Dynamic translation is supported for call summarization.
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## Procedure

1. Navigate to WorkspacesCRM Workspace.
2. Set your status as Available in CRM Workspace so that you can receive a call request when a customer calls in and requests to speak to an agent.  
   The call summarization skill creates an inline summary in the Active Chat window. This summary includes the transcript of the conversation between the agent and the customer.
3. Chat with the customer to get any additional details about their question or issue.  
   In the Active Chat window, a transcript of the call conversation with the customer is created.  
   For example, if the customer is having an issue with the hardware, you may need the hardware model number and serial number.
4. **Optional:** If enabled, transfer a call to another agent after accepting an incoming call and do the following actions:  
   You must have Advanced Work Assignment set up for an agent-to-agent transfer. For more information, see [advanced work assignment setup](https://www.servicenow.com/docs/access?context=installing-awa&version=brazil&pubname=brazil-conversational-interfaces&ft:locale=en-US).
   1. From the keypad, select Quick connects while you're still connected to the customer.
   2. Select the name of another live agent.
   3. Select Call.  
      * If the second agent selects Join, the second agent joins the conversation with both the first agent and the customer. The customer can have a conversation with both agents.
      * If the second agent selects Swap, the second agent joins the conversation while the first agent is put on hold. The customer is in a conversation with the second agent only.
      * The Assigned to field is updated with the new agent's name when the call is transferred from one live agent to another. A summary card of the call is created in the conversation thread.
      {#summarize-a-call-by-using-now-assist-for-customer-service-management-csm__ul_rm2_1xm_bcc}
   {#summarize-a-call-by-using-now-assist-for-customer-service-management-csm__substeps_s1v_xvm_bcc}
5. End the conversation by selecting End call.  
   The call summarization skill updates the Short description and Chat Summary fields on the interaction record when you end the call.  
   Note:  
   If a call summary isn't available for the interaction, the Chat Summary field doesn't appear on the interaction record.
6. Review the text in the Short description and Chat Summary fields and make any necessary corrections.  
   Because the information in these fields is automatically generated, human review of the text is necessary to ensure its accuracy.
7. Select Save.  
   Figure 1. Interaction record with call summary

## What to do next

If necessary, you can create a case from an interaction record. The system uses the information from the Short description and Chat Summary fields in the interaction record to
populate the Short description and Description fields in the case record.

The system displays the AI icon () next to these fields and removes the icon if the agent changes the fields and saves the record.

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