Combined Now Assist for Customer Service Management (CSM) release notes for upgrades from Xanadu to Australia

  • Release version: Australia
  • Updated June 16, 2026
  • 25 minutes to read
  • Consolidated page of all release notes for Now Assist for Customer Service Management (CSM) from Xanadu to Australia.

    How to use this page

    To help you prepare for your upgrade, we have combined the cross-family Now Assist for Customer Service Management (CSM) release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Xanadu to Australia.

    Tip:
    If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release."

    Important information for upgrading Now Assist for Customer Service Management (CSM) to Australia

    Before you upgrade to Australia, review these pre- and post-upgrade tasks and complete the tasks as needed.

    Release Release notes

    Xanadu

    No updates for this release.

    Yokohama

    No updates for this release.

    Zurich

    No updates for this release.

    Australia

    No updates for this release.

    New features

    Between your current release family and Australia, new features were introduced for Now Assist for Customer Service Management (CSM).

    Release Release notes

    Xanadu

    Xanadu Patch 9
    Suggested steps in Recommended Actions
    Use Recommended Actions to generate suggested resolution steps for cases. You can increase agent productivity by outlining the next best actions for unfamiliar cases and automatically providing logical next steps.
    Triage cases agentic workflows enhancements
    Added new standalone AI agents to check duplicate cases and split some existing standalone AI agents to focus on more specific tasks. The AI agents available are the Triage cases planner AI agent, Context validator and analyzer agent, Duplicate identifier AI agent, Informational queries AI agent, Transactional queries AI agent, Case creation AI agent, Entity extraction AI agent, Document verification AI agent, and Email response AI agent.
    Xanadu Patch 7
    Triage cases AI agents use case
    Use the Triage cases AI agents use case to improve agent productivity through faster assessment.
    Table 1. Available AI agents use case
    AI agent use case Description
    Triage cases Use AI agents to handle all routine cases coming in through email and other offline channels, so that it improves customer satisfaction and reduces resolution times.
    Summarizing sidebar conversations
    Use Now Assist for CSM to summarize sidebar discussions between agents, requesters, and subject matter experts.
    Real-time chat reply recommendations
    Use generative AI to provide the agent with relevant contextual recommendations from sources such as knowledge bases, FAQs, similar cases, chats, and calls before they respond to the customer. Agents can also write a chat response with the help of generative AI. This feature helps agents stay focused on conversations with customers instead of doing manual tasks.
    Generative AI-powered email reply recommendations
    Get recommendations for email responses that can be reviewed and sent by agents. Agents can also edit email replies recommendation with the help of generative AI.
    Multilingual support for Now Assist for CSM skills
    Large language model (LLM) now supports the following languages across all skills in Now Assist for CSM: German, French, Japanese, Dutch, and French Canadian, Spanish, Brazilian Portuguese, and Italian.

    Yokohama

    Yokohama Patch 11
    Enabled the is_template property
    Enabled the is_template property for all Now Assist skills to ensure consistent cloning. Added the ability to clone any base system GenAI skill and customize it in the Now Assist Skill Kit (NASK) to reduce setup time and simplify skill modification. Applies to all Now Assist for CSM skills.
    Access Sentiment analysis dashboard in Core UI
    Defined the navigation path in Sentiment Analysis dashboard in the Core UI interface to make it easier for users to locate and access sentiment analysis data without searching through multiple menus.
    Sentiment trends analysis dashboard
    Get a comprehensive view of customer sentiment across case. The dashboard uses LLM-powered insights to explain sentiment changes and lets you drill down to find root causes and real time insights—helping managers take targeted actions.
    Trending topics dashboard
    Get a comprehensive view of trending topics across cases along with insights and visualizations to facilitate deeper analysis. This feature helps support teams track trend progression, regional impact, and drill down into specific trends using customizable filters.
    Provide customer 360 insights agentic workflow
    Use the provide customer 360 insights agentic workflow to provide synthesized and relevant customer insights to live agents via conversations. This agentic workflow is designed to support human agents by responding to natural language queries regarding cases, customer history, products, and interactions. This feature expedites access to vital information and case resolution, identifies patterns, and leverages past similar cases for guidance as well as triggers actions from the Now Assist panel.
    Activity response generation skill
    Use the activity response generation skill to automatically generate recommendations for resolution notes, work notes, and comments. This feature helps agents add meaningful updates to case records, improving efficiency, and interaction.
    Now Assist context menu configuration for extended tables within resolution notes
    Configure output fields for resolution notes through the Now Assist context menu configuration page so skills apply to extended tables without any additional setup.
    Yokohama Patch 6
    Triage cases agentic workflow security directives
    Implement security on AI agents and agentic workflows through ACLs and user identities.
    Now Assist for CSM Gen AI security directives
    Implement security in Now Assist for CSM skills through ACLs and user identities.
    Yokohama Patch 3
    Sentiment analysis on a case
    Make informed decisions on cases that are based on your requester’s sentiment and the reasoning behind it. You can update the sentiment when new comments or emails from your customers come in to ensure that the sentiment is always up to date​.
    Sentiment analysis on an account
    Track the sentiment of a business-to-business account and analyze it by using various filters and sorting dashboards. You can get the right insights and reduce the number of escalated cases.
    Suggested steps in Recommended Actions
    Use Recommended Actions to generate suggested resolution steps for cases. You can increase agent productivity by outlining the next best actions for unfamiliar cases and automatically providing logical next steps.
    Support for conversational subflows and actions in the Now Assist panel
    Use natural language to describe your intent to trigger a subflow or action. This feature helps to improve your agent productivity and enables them to accomplish everything in one place within the Now Assist panel.
    External web content in Q&A Genius Results
    Provide the support for your public web content so that your requesters can use search queries in both standard search and conversational search. You can also see whether the content is internal or external, with direct links to the source.
    Troubleshooting steps identification AI agent
    Gather context from cases, identify missed fixes, and troubleshoot potential solutions by using the Troubleshooting steps identification AI agent.
    Yokohama Patch 1
    Triage cases AI agents use case
    Use the Triage cases AI agents use case to improve agent productivity through faster assessment.
    Table 2. Available AI agents use case
    AI agent use case Description
    Triage cases Use AI agents to handle all routine cases coming in through email and other offline channels, so that it improves customer satisfaction and reduces resolution times.
    Yokohama Early Availability
    Conversational search in the Now Assist panel with results from knowledge articles
    Ask questions directly within the Now Assist panel. If the answer is found in the knowledge bases (KBs), the answer is shown with the source information. If the answer isn't available in the KB search, you’re redirected to the global search experience for further assistance.
    Now Assist in Virtual Agent-Scheduling Assistant via GenAI
    Use the enhanced scheduling assistant with Now LLM Service capabilities to make it more conversational, enabling users to easily schedule, reschedule, and cancel appointments.
    Now Assist in portal case form
    Guide requesters through a self-service flow to find solutions to their problems by using Genius Results. You can reduce the number of cases created and decrease the effort required by your agents to close open cases.

    Zurich

    Zurich Patch 10
    Case insights section
    Resolve cases faster with a new case insights section that brings together key case details, customer summary, issue history, sentiment scores, and special handling notes in one consolidated view.
    Voice-driven case status retrieval and updates
    Reduce live agent dependency by enabling customers to check open case statuses and submit case updates through guided voice interactions across Genesys, Twilio, NICE, Five9, 3CLogic, and Amazon Connect CCaaS platforms.
    Customer sentiment analysis on email interaction page
    View automated sentiment scores and trends from conversation directly on the email interaction page in Now Assist for CSM, The system reads customer emails and gives a score to show how the customer is feeling, so agents and managers can quickly check the customer's mood without reading the whole conversation.
    Configure extended tables
    Automatically receive concise summaries of case resolutions in Now Assist for CSM, with the extended table, enabling customer agents to quickly understand resolution details and respond to customers.
    Zurich Patch 9
    Quality assurance management skill
    Automatically evaluate agent activity on closed cases using AI models that score each interaction against a configurable quality rubric, eliminating manual sampling and ensuring consistent, objective assessments at scale.
    Extended table support for email reply recommendation skill
    Automatically receive email reply recommendations on extended table record pages in Now Assist for CSM, allowing agents to quickly respond to customers, provide intelligent recommendations and reducing manual effort.
    Zurich Patch 8
    AI workflow tab added in Core UI
    Availability of AI Workflow tab within case view of case table records and email interaction view of interaction records in Core UI, showing agentic workflows and actionable AI-driven insights directly in the record UI.
    Filter controls in Now Assist Guardian
    Availability of filter controls for CSM in the Now Assist Guardian interface, allowing users to toggle the base system filters on and off. Filtered results display in a user-friendly format for quick case review and action.
    Zurich Patch 7
    Metrics to measure genAI skills
    Monitor how users engage with genAI and agentic skills in Now Assist for CSM to provide actionable dashboards and reports for workflow optimization.
    Navigation to customer 360 insights summary card in cases
    Access all relevant case information by navigating to the customer 360° insights page from the summary card.
    AI voice agent for CSM
    Access a case status and create cases through voice interactions with a unified AI voice agent for case management.
    In-product agentic indicators
    Identify when agentic AI is active in a record in the AI Workflows tab, which includes a presence icon and record indicator.
    Zurich Patch 5
    Complaint Case AI agents collection
    The Complaint Case AI agent collection automates complaint handling by gathering missing details, analyzing sentiment, categorizing issues, and suggesting resolutions. It streamlines intake, triage, and communication, which helps reduce case closure time.
    Zurich Patch 4
    Enabled the is_template property
    Enabled the is_template property for all Now Assist skills to clone consistently. Clone any base system genAI skill and customize it in the Now Assist Skill Kit to set up quickly and simplify skill modification. Applies to all Now Assist for CSM skills.
    Access the Sentiment analysis dashboard in Core UI
    Locate and access sentiment analysis data without searching through multiple menus with a defined navigation path in the Sentiment analysis dashboard in the Core UI interface.
    Sentiment trends analysis dashboard
    Get a comprehensive view of customer sentiment across case. The dashboard uses LLM-powered insights to explain sentiment changes and lets you drill down to find root causes and real time insights—helping managers take targeted actions.
    Trending topics dashboard
    Get a comprehensive view of trending topics across cases along with insights and visualizations to facilitate deeper analysis. This feature helps support teams track trend progression, regional impact, and analyze specific trends using customizable filters.
    Provide customer 360 insights agentic workflow
    Use the provide customer 360 insights agentic workflow to provide synthesized and relevant customer insights to live agents via conversations. This agentic workflow supports human agents by responding to natural language queries regarding cases, customer history, products, and interactions. This feature expedites access to vital information and case resolution, identifies patterns, and leverages past similar cases for guidance and triggers actions from the Now Assist panel.
    Activity response generation skill
    Use the activity response generation skill to automatically generate recommendations for resolution notes, work notes, and comments. This feature helps agents add meaningful updates to case records, improving efficiency and interactions.
    Now Assist context menu configuration for extended tables within resolution notes
    Configure output fields for resolution notes through the Now Assist context menu configuration page so skills apply to extended tables without any additional setup.
    Zurich Patch 1
    Use the triage cases agentic workflow security directives
    Implement security on AI agents and agentic workflows through ACLs and user identities.
    Now Assist for CSM genAI security directives
    Implement security in Now Assist for CSM skills through ACLs and user identities.
    Early Availability
    New third-party AI model provider options available for all Now Assist applications
    Google Gemini and AWS Claude are available for Now Assist skills and AI agents in addition to Now LLM Service and Azure OpenAI.

    Australia

    No updates for this release.

    Changes

    Between your current release family and Australia, some changes were made to existing Now Assist for Customer Service Management (CSM) features.

    Release Release notes

    Xanadu

    Enhancement in post-call summarization
    • You can now review a call that has been handed off from one live agent to another agent, and then provide a summary of the key topics that are covered during the conversation.
    • Support for outbound calls from agents to the customers.
    • Generate a call summary when the real-time transcript is not available.
    Knowledge generation from multiple cases
    You can now select and gather insights and data from multiple similar cases to draft an article by using Now Assist for CSM.
    Enhancements in chat summarization
    Multiple Language Support via Digital technology (DT) support and a new step in the guided flow that allows the customization of how and when the skill capability will be available in the admin console.
    Enhancements in Email recommendation
    Get recommendations for email responses when starting new emails, forwarding messages, or finalizing drafts. Help improve agent productivity by reducing the time taken to compose email and improve relevance of email reply recommendations. Also, get template recommendations while composing an email by leveraging AI search.
    Enhancement in Resolution notes generation
    Generate resolution notes and then shorten or elaborate the content using the Now Assist context menu in the resolution notes field of the case form, in both Core UI (UI16) and Workspace.
    Enhancements in Knowledge generation
    Revise the content in existing knowledge articles by using the Now Assist icon , which is accessible as an inline capability, and create and refine knowledge articles. You can also generate knowledge articles in multiple languages.
    Xanadu Patch 7 Case summarization enhancement
    Extended the capabilities of the case summarization feature so it can now be used on custom tables.

    Yokohama

    Yokohama Patch 3
    Triage cases agentic workflows enhancements
    Added new standalone AI agents to check duplicate cases and split some existing standalone AI agents to focus on more specific tasks. The AI agents available are the Triage cases planner AI agent, Context validator and analyzer agent, Duplicate identifier AI agent, Informational queries AI agent, Transactional queries AI agent, Case creation AI agent, Entity extraction AI agent, Document verification AI agent, and Email response AI agent.
    Now Assist in Portal case form enhancement
    Added the new Ask Now Assist button that opens a contextual chat window so that a requester can carry the conversation forward. If no results are found or if the requester isn’t satisfied with the result, they can get further assistance by selecting the button to chat and get an answer, which helps to avoid case creation.
    Yokohama Early Availability
    Email reply recommendations enhancements
    Refined the AI-generated reply recommendation to create the best response for users by applying tone changes in the Now Assist context menu. Additional tone options, including casual, formal, and sympathetic, are available.
    Chat reply recommendation enhancements
    Added the chat reply recommendation enhancements to respond in a conversational tone and get feature parity in the Now Assist Admin console:
    • Refined the AI-generated reply recommendation to create the best answer for your users by applying tone changes in the Now Assist context menu. Additional tone options, including casual, formal, and sympathetic, are available.
    • Added parity with the chat summarization Now Assist Admin console capabilities. The Now Assist Admin console can specify the portal and channels for chat reply recommendations and assign additional support roles.
    Case summarization enhancement
    Detailed feedback option is now available for negative feedback in the generated case summary.
    Xanadu Patch 7: Extended the capabilities of the case summarization feature so it can now be used on custom tables.

    Zurich

    Zurich Patch 10
    Provide Customer 360 insights agentic workflow
    Enhanced Provide Customer 360 Insights with Enterprise Graph and AI agent deep research for richer, more contextual query results.
    Triage cases agentic workflow
    Multilingual and localization flows in the Triage Cases workflow are now fully supported.
    Knowledge generation
    Enable users with the sn_skill_builder.admin role to generate knowledge base articles in Now Assist for CSM by selecting the required input fields from a task record, reducing manual effort and streamlining the knowledge base generation process.
    Sidebar summarization
    Enable customers to generate summaries from the required case and task tables in Now Assist for CSM as default tables can now be pre-selected and locked.
    Zurich Patch 7
    Changes to Complaint Case AI agent collection

    Updates have been added to the Complaint Case playbook to work better with the Complaint Case AI agent:

    • Triage displays complaint details and enables a human agent to identify and request missing information.
    • Complaint‑specific case summarization is available directly within the playbook.
    • Replace research case task activities with case tasks list activity.
    Enhancements in the Sentiment analysis dashboard
    • Sentiment analysis dashboard support has expanded to include interaction records, and positive and negative sentiment drivers have been consolidated into a single Sentiment Drivers view.
    • The top negative assignment group and number of cases by channel visualizations have been merged into the new Impact Explorer visualization for streamlined analysis.
    • Widget placement in the Workforce Optimization dashboard has been optimized for accessing insights and trends across interfaces.
    Enhancements in Trending topics dashboard
    • The Accounts, Products, Assignment Groups, and Channels graphs have been consolidated into the Impact Explorer card.
    • Search and pagination have been added to the list header.
    • The Historical trends resurfacing graph has been added the Trending topics dashboard to show historical trends at a glance.
    • Trending topics have been expanded beyond the top 10 results to provide deeper insight into emerging patterns.
    • The trending topics widget has been added in the Workforce optimization dashboard as the AI insights tab.
    Zurich Patch 5
    Changes to Now Assist usage measurement
    Starting with Zurich Patch 5, Now Assist usage measurement is transitioning from a 365-day look-back model to a 365-day burn-down model, with usage resetting at the contract anniversary date. For more information, refer to KB KB2704710: Now Assist Usage - Overview & New Measurement Logic.
    Zurich Patch 4
    Enhancement in case summarization skill flow
    The Define trigger step has been added to the case summarization flow. This step enables admins to choose between the User Trigger option, where users select a button to generate a summary, and the Automatic Trigger option, where summaries are automatically generated based on specified conditions.
    Enhancement in email reply recommendation skill
    Generate reply suggestions in the compose area using preset templates that include headers, footers, and signatures.
    Unified admin experience for Now Assist skills
    Skills cloned in Now Assist Admin console can now be edited in Now Assist Skill Kit. This update unifies the admin experience across Now Assist Admin and Now Assist Skill Kit, enabling users to add headers, configure prompts, and manage Now Assist skills in one location. The migration supports case summarization and resolution notes generation.
    Role configuration required for agentic workflows and AI agents
    Agentic workflows and AI agents included with Now Assist applications require additional security configuration. If you select Users with selected roles for your user access security controls for an agentic workflow or AI agent, you must add the installed roles, or they won't execute. Data access settings must also include these roles. See the documentation for the agentic workflow or AI agent for the specific roles you must add. After the roles are configured, users must have the specified role to invoke the agentic workflow or AI agent.
    Display sentiment scale in case list view

    Sentiment scoring has been added to both the case record page and list view across cases, giving agents immediate visibility into the emotional tone of customer interactions. The sentiment scale ranges from very positive, positive, neutral, negative, to very negative.

    Zurich Patch 3
    Multilingual support
    Enhanced multilingual support in chat summarization, resolution notes, and knowledge generation. Leveraged native multilingual LLMs for improved fluency and domain specificity, addressing translation inconsistencies across Tier 1 and Tier 2 languages.
    Early Availability
    Suggested steps in the Recommended Actions tab
    View the suggested steps on the Recommended Actions tab in the contextual side panel. If suggested steps are available for a case, Now Assist for CSM generates and displays these steps in a card at the top of the Recommended Actions tab.
    KB generation skill configuration enhancement
    The Is Template field on the KB generation skill configuration record is enabled by default. With the skill_builder.admin role, you can copy or clone the KB generation skill and customize the prompt in the skill kit.

    Australia

    No updates for this release.

    Removed

    Between your current release family and Australia, some Now Assist for Customer Service Management (CSM) features or functionality were removed.

    Release Release notes

    Xanadu

    No updates for this release.

    Yokohama

    No updates for this release.

    Zurich

    No updates for this release.

    Australia

    No updates for this release.

    Deprecations

    Between your current release family and Australia, some Now Assist for Customer Service Management (CSM) features or functionality were deprecated.

    Release Release notes

    Xanadu

    No updates for this release.

    Yokohama

    No updates for this release.

    Zurich

    No updates for this release.

    Australia

    No updates for this release.

    Activation information

    Review information on how to activate Now Assist for Customer Service Management (CSM).

    Release Release notes

    Xanadu

    Now Assist features are available with activation of the Now Assist for CSM plugin. For more information, see Install Now Assist plugins.

    Starting with Vancouver Patch 4, Now Assist for CSM is supported.

    Starting with Xanadu Patch 7, Customer Service Management AI agent collection is supported.

    Yokohama

    Now Assist features are available with activation of the Now Assist for CSM plugin. For more information, see Install Now Assist plugins.

    Starting with Vancouver Patch 4, Now Assist for CSM is supported.

    Starting with Xanadu Patch 7, Customer Service Management AI agent collection is supported.

    Zurich

    Now Assist features are available with activation of the Now Assist for CSM plugin. For more information, see Install Now Assist plugins.

    Starting with Vancouver Patch 4, Now Assist for CSM is supported.

    Starting with Zurich Patch 7, Customer Service Management AI agent collection is supported.

    Australia

    No updates for this release.

    Additional requirements

    If any additional requirements were introduced or changed for Now Assist for Customer Service Management (CSM) we have noted them here.

    Release Release notes

    Xanadu

    The Now Assist for CSM application requires a Customer Service Management Pro Plus or Enterprise Plus license.

    Yokohama

    The Now Assist for CSM application requires a Customer Service Management Pro Plus or Enterprise Plus license.

    Zurich

    Check your entitlements to determine whether you have access to the Now Assist for CSM application.

    Australia

    No updates for this release.

    Browser requirements

    If any specific browser requirements were introduced or changed for Now Assist for Customer Service Management (CSM) we have noted them here.

    Release Release notes

    Xanadu

    No updates for this release.

    Yokohama

    No updates for this release.

    Zurich

    No updates for this release.

    Australia

    No updates for this release.

    Accessibility information

    Review details on accessibility information for Now Assist for Customer Service Management (CSM), such as specific requirements or compliance levels.

    Release Release notes

    Xanadu

    No updates for this release.

    Yokohama

    No updates for this release.

    Zurich

    No updates for this release.

    Australia

    No updates for this release.

    Localization information

    If there are specific localization considerations for Now Assist for Customer Service Management (CSM) we have noted them here.

    Release Release notes

    Xanadu

    No updates for this release.

    Yokohama

    No updates for this release.

    Zurich

    No updates for this release.

    Australia

    No updates for this release.

    Highlight information

    If there are specific highlight considerations for Now Assist for Customer Service Management (CSM) we have noted them here.

    Release Release notes

    Xanadu

    Xanadu Patch 10: Enable security in Now Assist for CSM and AI agents and agentic workflows by enforcing access control lists (ACLs) and user identity-based permissions.

    Xanadu Patch 9
    • Use case resolution steps to generate recommended actions based on the data clusters from previously closed cases.
    • Use enhanced AI agents and new standalone AI agents for more specific tasks. For example, the Duplicate identifier AI agent identifies the duplicate interactions and cases from the customers and then consolidates the information.
    Xanadu Patch 7: Improve agent productivity by managing long running cases with the Triage cases AI agent use case.
    • Enhance customer conversations by receiving relevant contextual recommendations in real time.
    • Help improve productivity and decrease errors by the automatic generation of emails that can be verified and sent by the agent.
    • Consolidate information from multiple similar cases and bring it all together into a knowledge base article.
    • Summarize records to make it easier to hand off calls between agents and help improve customer satisfaction.

    See Now Assist for Customer Service Management (CSM) for more information.

    Yokohama

    Yokohama Patch 11
    • Review changes to Now Assist usage measurement.
    • Enabled is_template for all Now Assist skills and added support to clone and customize any base system GenAI skill in the Now Assist Skill Kit.
    • Defined the navigation path for Sentiment Analysis dashboard in Core UI to make accessing sentiment analysis data easier.
    • Track trending case topics with insights, visualizations, and customizable filters for deeper analysis with the Trending topics dashboard.
    • Monitor customer sentiment across cases with LLM-powered insights and track the sentiment trends in the dashboard.
    • Enable agents to access customer, case, and product details instantly through natural language queries with the Provide customer 360 insight agentic workflow.
    • Auto-generate work notes and comment recommendations to help improve agent efficiency with the activity response generation skill.
    • Additional role configuration is required for agentic workflows and AI agents included with Now Assist applications.
    Yokohama Patch 6
    • Enable security in Now Assist for CSM and AI agents and agentic workflows by enforcing access control lists (ACLs) and user identity-based permissions.
    Yokohama Patch 3
    • Analyze your customers' sentiment and sentiment trends in your cases and the reasoning behind it.
    • Use case resolution steps to generate recommended actions based on the data clusters from previously closed cases.
    • Integrate the support for public web content in search queries for both standard and conversational search.
    • Use enhanced AI agents and new standalone AI agents for more specific tasks. For example, the Duplicate identifier AI agent identifies the duplicate interactions and cases from the customers and then consolidates the information.
    Yokohama Patch 1
    • Improve agent productivity by managing long-running cases with the Triage cases AI agent.
    Yokohama Early Availability
    • Use the Now LLM Service scheduling assistance when booking an appointment through Virtual Agent. You can use this scheduling assistance to schedule, reschedule, or cancel an appointment.
    • Help requesters find solutions by using Genius Results to reduce the number of cases created and decrease the effort needed by agents to close them.
    • Use the Now Assist panel global skill search to ask questions and fetch answers from knowledge articles.

    See Now Assist for Customer Service Management (CSM) for more information.

    Zurich

    Zurich Patch 10
    • Resolve cases faster with a new case insights section that consolidates key case details, customer history, sentiment scores, and special handling notes into a single view.
    • View automated sentiment scores and trends from conversations directly on the email interaction page.
    • Enable customers to make case updates through AI voice agent.
    Zurich Patch 9
    • Automatically evaluate post-interaction customer conversations using AI models that score against a configurable quality rubric, eliminating manual effort.
    • Receive intelligent email reply recommendations on extended table record pages in Now Assist for CSM, helping agents respond faster with less manual effort.
    Zurich Patch 8
    • Availability of filter controls in Now Assist Guardian for Now Assist for CSM.
    • Availability of AI Workflow tab in Core UI.
    Zurich Patch 7
    • Enhance the Complaint Case playbook to align playbook activities with agentic workflows, introduce AI‑driven summarization and drafting capabilities, and remove legacy components that are no longer part of the complaint experience.
    • Monitor how users engage with genAI skills in Now Assist for CSM.
    • Get a case status and manage cases through natural voice conversations.
    Zurich Patch 5
    • Review changes to Now Assist usage measurement.
    • Help reduce manual effort and case closure time for complaint cases with the Complaint Case AI agent collection.
    Zurich Patch 4
    • Enabled is_template for all Now Assist skills and added support to clone and customize any base system genAI skill in the Now Assist Skill Kit
    • Defined the navigation path for Sentiment Analysis dashboard in Core UI to make accessing sentiment analysis data easier.
    • Track trending case topics with insights, visualizations, and customizable filters for deeper analysis with the Trending topics dashboard.
    • Monitor customer sentiment across cases with LLM-powered insights and track the sentiment trends in the dashboard.
    • Enable agents to access customer, case, and product details instantly through natural language queries with the provide customer 360 insights agentic workflow.
    • Auto-generate work notes and comment recommendations to help improve agent efficiency with the activity response generation skill.
    • Additional role configuration is required for agentic workflows and AI agents included with Now Assist applications.

    Zurich Patch 1 Enable security in Now Assist for CSM and AI agents and agentic workflows by enforcing access control lists (ACLs) and user identity-based permissions.

    Early Availability
    • Use the suggested steps that automatically display on the Recommended Actions tab to help resolve cases and increase agent productivity.
    • Use Google Gemini and Anthropic Claude on AWS as AI model providers for Now Assist skills and AI agents in addition to Now LLM Service and Azure OpenAI.

    See Now Assist for CSM for more information.

    Australia

    No updates for this release.