Verify skill activation and configurations

Verify that the skills are activated, configurations are complete, and role masking defined for conversational search.

Before you begin

Role required: sn_cm_gen_ai.ai_contract_config, sn_cm_core.contract_config

Procedure

1. Verify the TextToResult is active.
   1. Navigate to All > Admin Center > Now Assist Admin.
   2. Navigate to Platform > Other.
   3. Search for TextToResult.
   4. Verify that the skill is active.

      Figure 1. TextToResult Platform skill

      

2. Verify the conversational search skills are active.
   1. Navigate to All > Now Assist Admin > Skills to access the Now Assist Skills tab of the Now Assist Admin console.
   2. Navigate to Other.
   3. Verify Contracts query enhancer and Search contract with contextual input are active.

      Figure 2. Skill activation for conversational search

      

3. Verify the Now Assist panel is selected in the agentic workflow.
   1. Navigate to All > AI Agent Studio > Create and manage.
   2. Search for Conversational Contract Search and Insights and open it.
   3. Select Select channels and status.
   4. Verify Engage via the Now Assist panel is enabled.

      Figure 3. Enable conversational search for Now Assist panel

      

4. Set the data access permissions for the agentic workflow- Conversational Contract Search.
   For more information, see Configuring user access and data permissions for agentic workflows.
5. Set the data access permissions for the Agent- Search contracts AI.
   For more information, see Configuring user access and data permissions for AI agents.
6. Set the data access permissions for the Now Assist skills- Contracts query enhancer and Search contract with contextual input.
   For more information, see Configure data permissions for Now Assist skills