Configure Now Assist for Sales Force Automation (SFA)

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • If you have the admin role, you can configure the Now Assist for Sales Force Automation (SFA) application so that agents can use the generative AI capabilities in the CSM Configurable Workspace.

    始める前に

    Use the Now Assist Admin console to configure Now Assist for Sales Force Automation (SFA). 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.

    Role required: admin

    手順

    1. Log in to the ServiceNow instance.
    2. Install the Now Assist for Sales Force Automation (SFA) plugin (sn_som_gen_ai).
      For information about the installation process, see Install Now Assist plugins.