Configure the questions for demand creation in Now Assist for Strategic Portfolio Management (SPM)

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Add a new or modify an existing question for Now Assist in Virtual Agent while creating a demand in the Now Assist for Strategic Portfolio Management (SPM) application.

    Before you begin

    Ensure that the following plugins are installed:
    • Now Assist for Platform (v4.0.2)
    • Now Assist for IT Service Management (ITSM)
    • Now Assist in Conversational Catalog Request
      Note:
      Installing Now Assist in Conversational Catalog Request automatically installs all the other dependent plugins.
    • Activate the Conversational experience skill.
    • Configure Now Assist in Virtual Agent. For more information, see Configure Now Assist in Virtual Agent.
      Note:
      If Microsoft Teams and Mobile are enabled as a display location for Now Assist in Virtual Agent, your end user can use the conversational experience to create a demand in those applications too.

    Role required: admin or catalog_admin

    Procedure

    1. Navigate to All > Service Catalog > Catalog Administration > Conversational catalog overview.
    2. Select the Create a New Demand catalog item.
    3. Identify any unsupported conversational catalog item question types and suggestions to make them conversational by selecting Now Assist for Virtual Agent.
      For information on unsupported fields, see Configure Now Assist in Conversational Catalog Request.
    4. Review the existing questions in the Variables related list and add or modify questions by selecting Edit in advanced view.