Using standard chat on mobile
Summarize
Summary of Using Standard Chat on Mobile
Standard chat on mobile provides an intuitive, text-based support experience with AI-enhanced responses. Users can interact with a Virtual Agent for issue resolution, knowledge access, and catalog item requests seamlessly within a chat window.
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Key Features
- Initiating Chat: Open your organization's support portal on your mobile device and tap the Now Assist icon to start a chat.
- Virtual Agent Interaction: Engage in natural language conversations; the agent provides synthesized answers, suggests knowledge articles, and outlines next steps.
- Suggested Actions: After completing a request, the agent displays actionable suggestions to proceed with your inquiry.
- Knowledge Base Integration: Access inline citations linking to your organization's knowledge articles for reference.
- External Content Connections: If configured, search external sources such as SharePoint and Google Drive for additional information.
- Document Interaction: Upload files for analysis with Doc QnA, supporting various formats up to 5 MB.
- ServiceNow AI Lens: Leverage generative AI to analyze images from your mobile device for useful insights.
- Web Search Mode: Conduct internet searches directly within the chat, with a clear indication when this mode is active.
- Feedback Mechanism: Rate the Virtual Agent responses to enhance service quality and relevance.
- Push Notifications: Receive updates on the status of your requests via notifications that link back to your chat.
- People Citations: Access organizational information about colleagues if Knowledge Graph is enabled.
Key Outcomes
By using standard chat, ServiceNow customers can expect a streamlined support experience, efficient problem resolution, and enhanced knowledge retrieval, all from their mobile devices. This integration leads to faster service delivery and improved user satisfaction through AI-driven interactions and continuous feedback loops.
Standard chat on mobile delivers an intuitive, text-based support experience within a static chat window, enhanced by AI-powered responses and integrated knowledge resources. You can interact with a Virtual Agent to resolve issues, access knowledge articles, and request catalog items all in one place.
Opening a standard chat
To begin using standard chat, open your organization's support portal or application on your mobile device. Tap the chat option, which is indicated by a Now Assist icon () on your mobile home page, to bring up the chat window and initiate a conversation.
Chatting with the Virtual Agent
When chatting with the Virtual Agent, you can enter your questions or describe your issue in plain, natural language. The agent will analyze your input and respond with synthesized answers, suggest relevant knowledge articles, and provide you with suggested next steps.
The generated responses display in-line citations to show where information was gathered from, as well as a list of any promoted actions you can take in response to the request. Only the first six lines of the response are shown, with the remaining lines accessible under the Read More button.
If your request is unclear or ambiguous, the agent will prompt you with clarifying questions to better understand your needs, ensuring accurate and helpful guidance.Suggested actions
Suggested actions provide you with next steps you can take related to your Virtual Agent conversation. After completing a chat topic or request, these suggestions appear under a Here's what you can do next header. Selecting a suggested action initiates it directly in the same conversation, carrying over any relevant details such as your name.
For more information on configuration, see Now Assist in Virtual Agent system properties
Knowledge base citations
Virtual Agent generates its responses using your organization’s knowledge base articles. You can tap inline citations to view the ServiceNow knowledge articles that were used to generate the response.
External content connections citations
- Microsoft SharePoint
- Confluence
- Atlassian Jira Cloud
- Google Drive
- Microsoft Teams
- Predefined web sources
- ServiceNow documentation
- Slack
Sources display with icons that indicate the type of record type each source is, such as a table, PDF, incident report, and so on For more information about external content connections, see External Content Connectors.
Doc QnA
Doc QnA enables you to upload documents to your Virtual Agent conversation. Now Assist can then generate a summary or answer questions using the document you provided.
The assistant can analyze file formats including text and image files such as PDF, Word (.doc, .docx), JPEG, and PNG. The maximum file size of a file is 5 megabytes (MB).
To attach a file to your conversation, tap the plus icon () in your search bar.
ServiceNow AI Lens
ServiceNow AI Lens leverages generative AI to scan, extract, and interpret data from your mobile device.
When you start a new Virtual Agent chat, select Show all my options to view the option to open ServiceNow AI Lens. Now Assist then gives you the option to choose an existing image or open your camera app to take a new photo. Once an image is selected, Now Assist allows you to input additional directions for how the image should be analyzed.
For more information, see ServiceNow AI Lens for mobile.
Web search mode
Web search mode in Now Assist enables you to search the internet directly from within your chat, displaying external results rather than internal company information. Select the Start web search mode icon () to enter web search mode.
While active, all user queries are answered using internet search results, and a banner shows that web search mode is enabled. The identifying banner disappears once web search mode is ended. For additional information, see Using Now Assist web search on mobile.
Feedback and additional support
The chat experience is further enhanced by feedback mechanisms that invite you to rate the Virtual Agent responses with thumbs up or down icons. This feedback helps to continually improve the quality and relevance of the support provided.
If you find that your issue can’t be resolved through the Virtual Agent alone, the system is designed to offer further assistance by connecting you to a live support agent, allowing you to reset the conversation, or enabling you to create a formal incident report, depending on how your organization has configured the support environment.
Push notifications
When progress has been made on a request submitted via Virtual Agent, you’ll receive a push notification. Tapping the notification opens the Virtual Agent chat in your mobile app.
People citations
You can find information about people in your organization if you have Knowledge Graph activated. The system displays up to three possible matches, with inline citations and a Sources section for more details. Selecting a person's name takes you to their user profile, while selecting the numbered citation shows a popover with details like manager, location, email, teams, phone, and shared files.
Additional resources
For more detailed information on all of standard chat’s specific skills, see Standard chat.
For information on configuring Virtual Agent, see Configuring assistants overview.