Configure Financial Services Operations AI skills
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 case summarization in ServiceNow Otto for Financial Services Operations (FSO)
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)
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
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
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
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
Configure and activate the Insurance interaction context summary skill for the Interaction page in Agentic Contact Center for Insurance.