Now Assist in Document Intelligence release notes
Summarize
Summary of Now Assist in Document Intelligence Release Notes - Yokohama
The Now Assist in Document Intelligence application leverages generative AI to extract information from documents, summarize content, and answer predefined questions. The Yokohama release introduces significant enhancements to improve document processing efficiency by integrating advanced AI agents, supporting multiple large language models (LLMs), and automating data extraction tasks. The application is available through the ServiceNow Store and requires the Document Intelligence application and at least one Now Assist product installed.
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Key Features
- Document and Visual Insights AI Agent: Enhanced to recognize multiple attachments, provide citations, generate summaries for document and image attachments, and autonomously analyze and extract data to streamline workflows.
- Large Language Model (LLM) Selection: Customers can configure different LLMs for extraction and Q&A use cases, with new options including Google Gemini and Anthropic Claude on AWS, alongside existing providers like Now LLM Service and Azure OpenAI.
- Automated Data Extraction: Full automation for document tasks without requiring agent review, specifically supporting extraction from accounts payable invoices via Now Assist for Accounts Payable Operations (APO).
- Document Q&A and Summarization: Use generative AI to answer predefined questions within documents and provide attachment summaries directly in IT Service Management (ITSM) record summaries.
- Integration with Virtual Agent: Enables conversational querying of document content through Now Assist integration.
- Default Skill Activation: Certain Now Assist skills and AI agents are enabled by default for new customers and for existing customers upgrading to Yokohama, simplifying initial setup.
- Access Control Enhancements: ACL configuration allows precise control over who can discover and trigger AI agents and agentic workflows, including options for dynamic or AI user behavior and public or authenticated user availability.
- Usability Improvements: UI updates in use case setup improve clarity and efficiency by renaming fields and adding details to better guide AI model extraction.
Key Outcomes
- Accelerated document processing workflows by automating extraction, summarization, and Q&A, reducing manual effort and improving user productivity.
- Greater flexibility and choice in AI model providers enable customers to tailor AI capabilities to their organizational preferences and compliance needs.
- Improved security and governance through configurable access controls for AI agents and workflows.
- Enhanced user experience with simplified configuration, default activation of key skills, and rich integration with other ServiceNow applications such as Virtual Agent and ITSM.
- Support for a wide variety of Now Assist plugins ensures broad applicability across business functions like Accounts Payable, HR Service Delivery, Customer Service Management, and more.
Activation and Requirements
Now Assist in Document Intelligence features are enabled by activating any Now Assist plugin available on the ServiceNow Store. The solution requires the Document Intelligence application (sndocintel) and at least one Now Assist product installed in the environment.
Related Applications and Features
- Document Intelligence: Automates extraction and classification of document data, enhancing operational efficiency.
- Now Assist: Provides generative AI skills to improve productivity through summarization, recommendations, and search enhancements.
- Now Assist Skill Kit: Offers AI skills for workflows including incident summarization and code generation.
- Now Assist in Contract Management: Analyzes contracts for compliance and extracts key information to populate repositories automatically.
The ServiceNow® Now Assist in Document Intelligence application uses generative AI to extract information from documents, summarize document content, and provide answers to predefined questions. Now Assist in Document Intelligence was enhanced and updated in the Yokohama release.
Now Assist in Document Intelligence highlights for the Yokohama release
- Now Assist in Document Intelligence skills are on by default.
- Review changes to Now Assist usage measurement.
- Some Now Assist skills, agents, and agentic workflows are on by default.
- Additional role configuration is required for agentic workflows and AI agents included with Now Assist applications.
- Summarize the content in document and image attachments with the document and visual insights AI agent.
- Choose a large language model (LLM) to generate predictions for extraction and Q&A (question & answer) use cases.
- Use Google Gemini and Anthropic Claude on AWS as AI model providers for Now Assist skills and AI agents in addition to Now LLM Service and Azure OpenAI.
- Boost productivity by using the document and visual insights AI agent to autonomously analyze and extract data from documents and images.
- Streamline document data extraction by automating document tasks.
- Use Virtual Agent to ask questions about the document content.
- Extract the data from invoices with Now Assist for Accounts Payable Operations (APO).
- Speed up your document processing workflows and quickly extract the text and tables from your documents.
- Save time looking for the information that you need in a document, and quickly find the answers to predefined questions.
See Now Assist in Document Intelligence for more information.
New in the Now Assist in Document Intelligence release
- Yokohama Patch 13
- Document and visual insights AI agent enhancements
- The document and visual insights AI agent can recognize and provide citations for multiple attachments.
- Yokohama Patch 6
- LLM selection for use cases
- Configure a different LLM to generate predictions for extraction and Q&A use cases.
- New third-party AI model provider options available for all Now Assist applications
- Google Gemini and AWS Claude are available for Now Assist skills and AI agents in addition to Now LLM Service and Azure OpenAI.
- Yokohama Patch 3
- Document and visual insights AI agent
- Use an AI agent to help process the tasks that analyze and extract data from documents and images.
- Full automation for document data extraction
- Automatically extract the document data and process the document task without agent review.
- Data extraction from accounts payable (AP) invoices
- Extract data from invoices with Now Assist for APO.
- Document chat in Virtual Agent
- Integrate Now Assist for Virtual Agent with Now Assist in Document Intelligence to enable the chat responses that are based on the document content.
- Attachment summarization in ITSM
- View the summaries of attachments with the record summary in ITSM.
- Early Availability
- Document extraction
- Extract the data from documents by using LLMs to provide the recommended field values.
- Document Q&A
- Use generative AI to find the answers to the predefined questions in a document.
- Setting up use cases for Now Assist in Document Intelligence
- Set up Document Intelligence use cases to enable agents to use the document extraction and document Q&A skills.
UI changes
- Yokohama Patch 3
- Usability enhancements to use case setup features
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Various features for the use case setup are updated to create a more effective user experience:
- Field is changed to question in the field form for Q&A use case setup.
- Single field is changed to Field in the field form for the document extraction use case setup.
- An Additional Details field is added to the table form for the document extraction use case setup as a way to help the large language model (LLM) extract the relevant information from the document.
Changed in this release
- Yokohama Patch 13
- Document and visual insights AI agent enhancements
- Tools used by the document and visual insights AI agent are consolidated to improve performance.
- Now Assist in Document Intelligence skills are now turned on by default
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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: Any previously unconfigured skill is turned on automatically (the skill was never configured and turned on, then turned off again). Previously configured skills that were turned on, then off, remain inactive.
- Yokohama Patch 11
- Changes to Now Assist usage measurement
- Starting with Yokohama Patch 5, Now Assist usage measurement is transitioning from a 365-day look-back model to a 365-day burn-down model, with usage resetting at the contract anniversary date. For more information, refer to KB KB2704710: Now Assist Usage - Overview & New Measurement Logic.
- Some Now Assist skills are turned on by default
- 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 Yokohama Patch 11): Any previously unconfigured skill is turned on automatically (the skill was never configured and turned on, then turned off again). Previously configured skills that were turned on, then off, remain inactive.
- Configure ACLs for AI agents and agentic workflows
- Configure the access control lists for who can discover and trigger AI agents and agentic workflows in their guided setups in AI Agent Studio. You can determine whether an AI agent or agentic workflow behaves as a dynamic user or as an AI user. You can also specify if an AI agent or agentic workflow can be available to all authenticated users or publicly available.
- Yokohama Patch 6
- Document and visual insights AI agent enhancements
- Generate a summary of document and image attachments with the document and visual insights AI agent.
Activation information
- Now Assist for Accounts Payable Operations (APO)
- Now Assist for App Engine
- Now Assist for Configuration Management Database (CMDB)
- Now Assist for Collaborative Work Management (CWM)
- Now Assist for Creator
- Now Assist for Customer Service Management (CSM)
- Now Assist for Employee Experience
- Now Assist for Enterprise Architecture (EA)
- Now Assist for Operational Sustainability (formerly ESG)
- Now Assist for Field Service Management (FSM)
- Now Assist for Financial Services Operations (FSO)
- Now Assist for Hardware Asset Management (HAM)
- Now Assist for Health and Safety
- Now Assist for HR Service Delivery (HRSD)
- Now Assist for Integrated Risk Management (IRM)
- Now Assist for IT Operations Management (ITOM)
- Now Assist for IT Service Management (ITSM)
- Now Assist for Legal Service Delivery (LSD)
- Now Assist for Operational Technology Manager (OTM)
- Now Assist for Order Management
- Now Assist for PSDS
- Now Assist for Security Incident Response
- Now Assist for Software Asset Management (SAM)
- Now Assist for Supplier Lifecycle Operations (SLO)
- Now Assist for Sourcing and Procurement Operations (SPO)
- Now Assist for Strategic Portfolio Management (SPM)
- Now Assist for Telecommunications, Media and Technology (TMT)
- Now Assist for Third-party Risk Management (TPRM)
- Now Assist for Workplace Service Delivery (WSD)
- Now Assist for Vulnerability Response
For more information, see Configuring Now Assist in Document Intelligence.
Additional requirements
Now Assist in Document Intelligence requires the installation of the Document Intelligence application (sn_docintel) and at least one Now Assist product.