Summarize records with the Now Assist context menu

Use the Now Assist context menu to generate a record summary for the page, using Generative AI application assisted summarization capabilities in workspaces and UI16. The Now Assist context menu can generate a new summary, expand or collapse the summary card, share the summary to work notes, regenerate, or copy the summary.

Go to any record page to access the Now Assist context menu icon () with the message Incident Summary by Now Assist. Select Summarize to use generative AI to generate a record summary.

You can use the Share to work notes button to share the summary to work notes. You can also expand or collapse the summary card as required.

To provide feedback, use the feedback icons () or () If you're not satisfied with the provided summary, use the regenerate icon () to regenerate the summary. You can also copy the summary to the clipboard using the copy icon ( )