Activate a Now Assist in Document Intelligence skill

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Activate the Now Assist in Document Intelligence skills that agents can use to help analyze and extract information from documents with generative AI.

    Before you begin

    Now Assist in Document Intelligence skills are turned on by default. The skills will be automatically available to appropriate role users for the application. The new default behavior works as follows:
    New customers
    When you install a Now Assist product, designated skills are turned on automatically.
    Existing customers who are upgrading (starting with Australia Patch 1)
    There is no change to skills that are currently enabled and customized. A skill is turned on if:
    • The Now Assist plugin is installed, but the skill was never turned on.
    • An admin has never adjusted roles for the skill.
    A skill is not turned on if:
    • The skill was previously turned on, and then turned off again.
    • An admin has adjusted roles for the skill.

    For more information, see Now Assist skills, agents, and agentic workflows on by default.

    Before activating a document intelligence skill in Now Assist, the following applications and their respective plugins must be installed.

    Role required: admin

    Procedure

    1. Navigate to All > Now Assist Admin > Skills.
    2. In the workflow list, select Platform.
    3. In the list of Platform skills, select Activate skill for the document intelligence skill that you want to activate.
      The guided use case setup opens.
    4. Create a use case.
      1. To create a new use case, follow the steps in Set up a use case for Now Assist in Document Intelligence.
      2. Select Save and continue.
    5. Review and activate.
      1. Review the configuration selections you’ve made for the skill.
      2. Optional: Select Back to return to a previous step and make a change.
      3. Select Activate.

    Result

    The skill is active and available to the selected user roles.