---
sourceDocument: Brazil Financial Services Operations
sourceDocumentLink: https://www.servicenow.com/docs/r/financial-services-operations

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Configure AI skills

# Configure Financial Services Operations AI skills {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Configure AI skills for Financial Services Operations to enable capabilities such as case summarization, disputes intake, and customer profile summarization. Use this overview to identify and complete the configuration tasks for your
deployment.

## AI skills configuration overview {#configure-fso-now-assist-skills__cf-config-parent-checklist}

* [Configure case summarization in ServiceNow Otto for Financial Services Operations (FSO)](https://www.servicenow.com/docs/JKkjedtkYAixgDH6C~ctpg "If you have the admin role, you can configure the ServiceNow Otto for Financial Services Operations (FSO) application so that your agents can use case summarization skills in Financial Services Workspace and Core UI.")

  Configure case summarization skills for your agents in Financial Services Workspace and Core UI.
* [Configure Disputes intake via Virtual Agent in ServiceNow Otto for Financial Services Operations (FSO)](https://www.servicenow.com/docs/U1iKnsO9P3ZmYpDJwbtJSA "If you have the admin role, you can configure Disputes intake via Virtual Agent in ServiceNow Otto for Financial Services Operations (FSO). This provides a conversational experience for your customers to submit card disputes.")

  Set up Disputes intake via Virtual Agent to provide a conversational chatbot experience for your customers to submit card disputes.
* [Configure banking customer profile summarization in ServiceNow Otto for FSO](https://www.servicenow.com/docs/enSBEQBunkLG4zToYuWmdA "Configure the Customer Profile Summarization skill in ServiceNow Otto for FSO to enable AI-powered summaries of banking customer information in Agentic Contact Center for Banking.")

  Configure and activate the Customer Profile Summarization skill for the Customer 360 page in Agentic Contact Center for Banking.
* [Configure banking customer interaction context summary skill in ServiceNow Otto for FSO](https://www.servicenow.com/docs/GExdZHtgcf8i00rINppTvQ "Configure the customer interaction context summary skill in ServiceNow Otto for FSO to enable AI-powered summaries when initiating a banking customer interaction in Agentic Contact Center for Banking.")

  Configure and activate the Customer Interaction Context Summary skill for the Interaction page in Agentic Contact Center for Banking.
* [Configure insurance customer profile summarization in ServiceNow Otto for FSO](https://www.servicenow.com/docs/5QMSjza~15uBrCxLdk6MgQ "Configure the Insurance Customer Profile Summarization skill in ServiceNow Otto for FSO to enable AI-powered summaries of insurance customer information in the Customer 360 page of Agentic Contact Center for Insurance.")

  Configure and activate the Insurance Customer Profile Summarization skill for the Customer 360 page in Agentic Contact Center for Insurance.
* [Configure insurance customer interaction context summary skill in ServiceNow Otto for FSO](https://www.servicenow.com/docs/1H7~VKYxxacJG8vOzCRo7g "Configure the Insurance interaction context summary skill in ServiceNow Otto for FSO to enable AI-powered real-time summaries of insurance customer interactions in the Interaction page of Agentic Contact Center for Insurance.")

  Configure and activate the Insurance interaction context summary skill for the Interaction page in Agentic Contact Center for Insurance.
{#configure-fso-now-assist-skills__cf-config-parent-tasks-ul}
**Related reference**   

* [AI capabilities in Financial Services Operations](https://www.servicenow.com/docs/RPXfcm~QBPh~gU_m19bKAQ "AI capabilities available in Financial Services Operations, organized by area and application. Use this reference to identify which AI skills, agentic workflows, and AI agents support banking and insurance operations.")