Create a similar records prediction model in Task Intelligence for ITSM

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Create a Similar Records Prediction Model in Task Intelligence for ITSM

    Task Intelligence for ITSM allows you to create a prediction model that identifies similar records by comparing fields from different tables. This is particularly useful for improving incident resolution by suggesting relevant knowledge base articles based on the incident details.

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    Key Features

    • Model Setup: Admins can configure prediction fields (e.g., incident descriptions) and training fields (e.g., KB article titles) to establish similarities for predictions.
    • Prediction Behavior: Choose from recommendation, monitor only (background operation), or turn off predictions.
    • Auto-Deployment: The base system model automatically installs and trains on your data, starting predictions without affecting the Incident form.
    • Performance Monitoring: View results of the model's predictions and make adjustments through the analytics dashboard.

    Key Outcomes

    By using the prediction model, agents can quickly access relevant information, enhancing incident resolution efficiency. Admins can further customize the model based on performance data, ensuring more accurate recommendations in the Service Operations Workspace.

    Set up a training model to help it recognize similarities between two types of tables by comparing their fields.

    The model looks at the prediction fields of a prediction table and the training fields of a training table. It uses the similarities in these fields to predict similar records.

    For example, the prediction fields might be the short description and description of an incident record, while the training fields could be the short description and title of a knowledge base (KB) article. The model compares these fields to find KB articles that are similar to the current incident. This makes it easier for agents to find relevant information and resolve incidents quickly.

    If you're an admin, you can decide when you want it to make predictions, what you want it to predict, and what data to use for those predictions.

    You can select the following information: 
    • Prediction fields that are used to predict similar records for the model.
    • Training fields that have the similarities to the prediction fields.
    • Conditions used to choose the set of records to train the model.
    • The prediction behavior: Recommendation, Monitor only (run in the background)  or turn off predictions.

    After customizing your model, you can view the test results and deploy the model.

    The model uses previous case records to train. You can see how the model would have predicted similar records for past cases, providing you with an estimate of how the model performs when deployed.

    Base system model 

    Task Intelligence for ITSM comes with a base system which has following models based on similarity:
    • Similar Incidents: For predicting the similar incidents for incidents table.
    • Similar open Change Requests for Incident: For predicting the similar change requests for incident table.
    • Similar open Problems for Incident: For predicting the similar problems for incident table.
    • Major Incident Recommendation: For recommending similar active major incidents which the current incident can be linked to, and for recommending that you propose similar incidents as a major incident.
    When you install the Task Intelligence for ITSM plugin in your production instance, the model is installed and is trained on your data automatically. This model is auto-deployed. The model starts predicting data in the background and doesn’t impact the Incident form. 
    Note:
    As an admin user, you should receive an email within four weeks with a link to your analytics dashboard.

    The prediction data is then stored in the prediction tables. You can navigate to All > Task Intelligence for ITSM > Monitoring to view the performance results of this model. Based on these results, you can edit the model to show the predictions in Service Operations Workspace.

    To edit and redeploy the base system model, you can navigate to the Setup page. From the model list, select the required similarity model(For example, Similar Incidents) and edit the model. For more information on how to edit the model, see Edit an incident prediction model in Task Intelligence for ITSM.

    This model is linked with a base system rule in the Recommended Actions for ITSM configuration. An admin isn't required to go to the Recommended Actions for ITSM application to configure any rules for this model.

    To set up a new model using a template, see Set up similar records prediction model.