Configure Now Assist for Software Asset Management (SAM)

If you have the admin role, you can configure the Now Assist for Software Asset Management (SAM) application so that Software Asset Management managers can use the generative AI capabilities in the Software Asset Workspace.

Before you begin

Role required: admin

About this task

Use the Now Assist Admin console to configure Now Assist for SAM. 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.

Domain separation is supported in Now Assist for Software Asset Management (SAM). For details, see Domain separation in the Now Assist Admin console.

Starting with the Zurich Patch 4 release, generative AI skills for Now Assist for SAM are automatically activated on your instance by default and require no configuration. However, if you deactivate a skill, you need to manually reactivate that skill by following the specified procedure.

Procedure

1. Install the Now Assist for Software Asset Management (SAM) plugin (sn_now_assist_sam).
2. Navigate to All > Now Assist Admin > Skills to access the Now Assist Skills tab of the Now Assist Admin console.
3. Select SAM under the Technology workflow group.
4. On the Now Assist skills for SAM page, select Activate skill for the skill that you would like to activate.
   The page for the skill that you activated opens with the General details section highlighted.
5. In the General details section, select Save and continue.
   The settings in the General details section are read-only.
6. In the Select display section, select Display.

   

   When selected, the skill is displayed on forms and workspaces.

   The sam_user role is the default role for viewing the skill. You can add additional roles if you want to.

7. Select Save and continue.
8. In the Review and activate section, review your choices and select Activate.
   The Successfully activated message box opens and the skill is activated. You're ready to use the skill in the Software Asset Workspace. For details on using the skills, see Using Now Assist for Software Asset Management (SAM).

• Install Now Assist for Software Asset Management (SAM)
  If you have the admin role, you can install the Now Assist for Software Asset Management (SAM) application. The Now Assist for Software Asset Management (SAM) application integrates generative AI capabilities into your daily workflow tasks.
• Skill inputs and triggers for Now Assist for Software Asset Management (SAM)
  Get a quick overview of the skill inputs and triggers for Now Assist for Software Asset Management (SAM). By configuring the inputs or triggers for a skill, you can determine how and when a skill is used.