Customize a Now Assist for IT Service Management (ITSM) Incident Summarization skill

If you have the admin role, you can customize a Now Assist for IT Service Management (ITSM) skill so that agents can use the generative AI skills in Service Operations Workspace for ITSM and in Core UI. Use the Now Assist Skill Kit (NASK) to customize your prompts.

Before you begin

Role required: sn_nowassist_admin.nsa_admin

You need the sn_skill_builder.admin role to customize the prompt in the Now Assist Skill Kit (NASK).

About this task

Procedure

1. Navigate to Admin > Now Assist Admin.
2. Select the Now Assist Skills tab.
3. In the Technology feature group, select ITSM from the product list.
4. Activate and copy the Now Assist for ITSM feature skill for customization.
   1. On the feature card that is associated with the skill that you would like to activate, select View details.
   2. In the All available skills section, locate the skill that you would like to activate and select Activate skill.
      You can choose to make a copy of the skill before activating it.
   3. Select the more actions icon for the skill in the Active skills section, and create a copy that you can customize by selecting Make a copy.
      The copy that you make is listed in the Active skills section.
   4. Select the copied skill from the Active skills section to open it.
      A guided setup leads you through the configuration of the general details, input, availability, display, review, and activation of the customized skill.
5. In the General details step, fill in the fields.
   For information about the inputs and triggers for each skill, see Skill inputs and triggers for Now Assist for IT Service Management (ITSM).
   1. Enter a name and description for the skill.
   2. Select Save and continue to go to the next step.
6. Choose input data.
   The input data is read-only.

   

   The following table lists the base input table fields and descriptions, including a relevant example.

   Table 1. Base input fields

   Field	Description
   Base input field	For example, Description. Field in the Incident table, for example, Description. The LLM uses the values in this field as one of inputs to generate a response.
   Field description	Description of the base input field value. For example, Short description of incident, provides quick info about the issue.

   1. For each input template state (New, WIP, Resolved, and Closed), configure the rule conditions by using the condition builder to filter the data further.

      The rule conditions determine when the input template is used. By default, the record state determines the input template that the Now LLM Service uses.

      The following table lists the input template states.

      Table 2. Input template states

      State	Description
      New	State is New.
      WIP	State is Work in Progress.
      Resolved	State is Resolved.
      Closed	State is Closed.

   2. For each input template state (New, WIP, Resolved, and Closed), select +New data source to configure the additional related table and activity stream data, as needed.

      Adding the input data sources, such as the related tables and activity streams, provide more context to the Now LLM Service in a related list.

      You can also add the rule conditions to these additional related table and activity stream data sources.

      The following table lists the data sources you can add to the input data.

      Table 3. Additional data sources

      Data source	Description
      Related Table	Fields for a related list: Select related input table Related table field Field description Configuring the related table fields follows the same format as the base input table fields in the Choose input step.
      Activity: Email	Email that is attached to the incident in the incident summarization.
      Activity: Attachment	Important: To summarize attachments, make sure that the Incident summarization skill is active. In the Activity stream: You can summarize new attachments of type PNG, JPEG or JPG, PDF, DOCX in the Incident summarization skill record using Document Intelligence. You can also extract the summarized content from the attachment in any of these languages: English Dutch French German Portuguese Spanish When you use translate with Dynamic Translation, you can also translate user-generated content live on your instance in additional languages. For more information, see Dynamic Translation. Note: Attachment summaries aren't available in child incident records and are only supported in the English language. If you have one or more existing attachments, you must add new attachments to the incident for the existing attachments to be summarized.

   3. Select Save and continue to go to the next step.
7. Customize the prompt.
   Important:

   You need the sn_skill_builder.admin role to activate and customize the prompt in the Now Assist Skill Kit (NASK).

   To	Do this
   Evaluate a prompt for each input template	Select an incident record in any of the incident states such as: New Work in progress Resolved Closed Select Run Test. Review and test the prompt for each input template configuration and make sure it meets your expectations.The prompt response is shown. You can make changes to the incident state selections and retest as needed.
   Edit the prompt in the Now Assist Skill Kit and test the prompt	Select Edit prompt in Now Assist Skill Kit. Select Go to Now Assist Skill Kit. Note: In the Now Assist Skill Kit, you can select the more actions icon and select Clone to make a copy of the prompt configuration and edit as needed. In the Skill contents pane, select theInputs edit icon and add any inputs that you'd like to add to the prompt. In the Prompt screen, select the edit icon and add the desired inputs to the prompt. Select Run test. The prompt displays in the Test prompt screen where you can run the test.

8. In the Now Assist Admin tab, select Save and continue.
9. Define availability.

   Define how the skill will be available to users.

   1. Configure the skill to be always available to users, or select the conditions that must be met before the skill is available.
      Selecting Customize skill availability displays a condition builder to filter the data further.
   2. Select Save and continue to go to the next step.
10. Select display.
    Configure where to display the incident summarization.
    1. Select either In-product, or Now Assist panel.
       • In-product: When selected, Now Assist skills are displayed in all ITSM products (on forms and in workspaces).

         For the skills that appear in-product, select the down arrow to identify the roles that can use the skill.

       • Now Assist panel: When selected, Now Assist skills are available in the Now Assist panel.

         If you don't see this option, you must activate the Now Assist panel. For more information, see Activate the Now Assist panel standard chat.

         For the skills that appear in the Now Assist panel, select the down arrow to identify the roles that can use the skill.

    2. Select Save and continue to go to the next step.
11. Review and activate.
    Review your choices and select Activate to complete the skill customization.
    You can now select Summarize in an incident and generate the custom incident summary.