Create Now Assist context Menu configuration

Create a new Now Assist context Menu configuration to deploy and activate a custom skill.

Before you begin

To configure custom skills in action, ensure that the skill is activated in Now Assist.

Role required: sn_skill_builder.admin

Procedure

1. Navigate to All > Now Assist Admin > Now Assist Experiences > Now Assist Context Menu.
2. Select Configurations tab in the Now Assist context menu home page.
3. Select Create New.
4. Enter values for the following fields on the Configure Now Assist context menu form.
   • Workflow
   • Product
   • Name
5. Select Start Configuration.
6. Provide the following details in the General settings tab, on the configuration form:
   • Name
   • Description
   • Table name
7. Select a location where you want to add the trigger for the Now Assist context menu.
   The options are:

   • Record form field: Select this option to add the trigger on UI16 form
   • Custom location: Select this option to add the trigger on any other desired location.
8. If you select Record form fields, add the form fields where you want the Now Assist context menu icon.
9. If you select Custom location, choose the context menu display type.
   Choose between the following options of display:

   • Modeless window: A draggable and resizable dialog box.
   • Embedded card: A fixed window displayed on the page.

   If you select Custom location, ensure that you have completed the UIB Now Assist context menu component configurations. For setup information see Now Assist context menu UIB Setup.

10. Select Save and continue.
    You will land on the Configure experience tab.
11. Select options for the following fields on the Configure experience tab:
    • Actions
    • Refinement actions
    • Turn on to prevent access refinement action
    • Maximum refinements
    • Actions for generated content
    • Enable users to provide feedback on the recommendations

    Provide the same information for each of the form fields you have selected.

    If you proceed without providing the required values for each form field, system will promt you to provide configuration.
12. Optional: When prompted, select Yes, apply on the Apply Configurations prompt if you want to apply the same configurations.
13. Select Save and continue once you review and edit the values, if required.
    You will land on the Review and activate tab.
14. Select an option from the Select a record to test the configurations drop-down menu.
15. Select Preview and Done.