Configure resolution notes generation for Now Assist context menu

Configure the resolution notes generation skill to enable agents to use the Now Assist context menu to elaborate or shorten case resolution notes.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Now Assist Admin > Skills.
2. Select Employee, then select HRSD.
3. Select Activate skill on the Resolution notes generation tile.
4. Select the state in which the skill activates, then select Save and continue.
5. Review the fields in the View Input window to determine where data is pulled from, then select Save and continue.
6. Customize how and when the skill capability is active and accessible.
   • Select Skill is always available so no restrictions are placed on when the skill is available.
   • Select Customize skill availability to define conditions and use the condition builder to configure the fields and values.
7. In the Define access window, define who has access to the skill, then select Save and continue.
8. In the Select display window, determine where the resolution notes appear.
   • Select In-product desktop to display Now Assist skills on forms and workspaces.
   • Select Now Assist panel to display Now Assist skills in the Now Assist panel.
9. Select Review and activate to examine changes, then select Activate.
10. In the Successfully activated pop-up window, select Go to Now Assist context menu.
11. Review the details, then select Save and continue.
12. Review the actions for the context menu trigger button and dialog, then select Save and continue.
13. In the Define access window, define who has access to the skill, then select Save and continue.
14. In the Select display window, enable In-product desktop.
15. Select Review and activate to examine changes, then select Activate.