Configuring Now Assist for Financial Services Operations (FSO)

If you have the admin role, you can configure the Now Assist for Financial Services Operations (FSO) application so that your agents can use the generative AI skills in Financial Services Workspace and Core UI.

Before you begin

Role required: admin

About this task

Use the Now Assist Admin console to configure Now Assist for FSO. This console contains everything that you need to install the plugins and configure the generative AI skills. For additional information, see Now Assist Admin console.

The following table lists the features and skills that you can access from the Now Assist Admin console.

Table 1. FSO features and skills in the Now Assist Admin console

Area	Skills
Banking	Dispute case summarization
Insurance	Claim case summarization

Note:

Now LLM Service is currently the only provider for this Now Assist application's skills.

Procedure

1. Install the Now Assist for Financial Services Operations (FSO) plugin (sn_fso_gen_ai).
   • For information about the plugin dependencies and plugin activation order, see Application information.
   • For information about the installation process, see Install Now Assist plugins.
2. Navigate to All > Now Assist Admin > Features to access the Now Assist Features tab of the Now Assist Admin console.
3. Select the Customer workflow group.
4. In the Select product drop-down list, select FSO.

   

5. On the feature card that is associated with the skill you would like to activate, select View details.
6. In the All available skills section, select Activate skill.
7. Review the inputs for the selected skill.

   The input table fields are read-only.

   For information about the inputs for each skill, see Skill inputs for Now Assist for Financial Services Operations (FSO).

8. After you review the inputs for the selected skill, select Save and continue to go to the next step.
   You can return to a previous step by using the Back button.
9. Select where you would like to display the skill.
   • In-product: When selected, the Now Assist skills are displayed on forms and 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 Turn on the Now Assist panel.

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

10. After you configure the display for the selected skill, select Save and continue to go to the next step.
11. Review your choices and select Activate to complete the configuration.
    Your skill is configured.

What to do next

Configure security for your configured Now Assist for FSO skills. See Configuring security for more information.