Configure Now Assist for Supplier Lifecycle Operations (SLO)

If you have the admin role, you can configure the Now Assist for Supplier Lifecycle Operations (SLO) application so that your supplier managers can use the generative AI skills in Source-to-Pay Workspace and in Core UI.

Before you begin

Role required: admin

About this task

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

The following table lists the feature and skill that you can access from the Now Assist Admin console.

Table 1. Now Assist for SLO feature and skill in the Now Assist Admin console

Now Assist for SLO feature	Skill
Case summarization	Supplier case summarization

Figure 1. Now Assist skills for SLO

Procedure

1. Install the Now Assist for Supplier Lifecycle Operations (SLO) plugin (com.snc.sn_supplier_gen_ai).
   • For information about the plugin dependencies and plugin activation order, see Supporting information for Now Assist for Supplier Lifecycle Operations (SLO).
   • For information about the installation process, see Install Now Assist plugins.
2. Navigate to All > Now Assist Admin > Features to access the Now Assist Features tab of the Now Assist Admin console.
3. Expand the Finance and Supply Chain workflow group and select Supplier Lifecycle Operations.

   The Supplier Lifecycle Operations feature is located under the Finance and Supply Chain workflow group. Each feature has its associated skill.

4. Activate and configure the Supplier case summarization skill for Now Assist for Supplier Lifecycle Operations (SLO).

   Skill	Action
   Supplier case summarization	On the Case summarization skill card, select View details. In the All available Case summarization skills section, activate the Supplier case summarization skill by selecting Activate skill.

5. Select General Details, review the details about the skill, and select Save and continue to go to the next step in the Guided Setup.
6. Configure and active a skill by using the Guided Setup.
7. Select View Case Input and review the base input table and input fields, and then select Save and continue to go to the next step in the Guided Setup.
8. Optional: Test the prompt on a case by selecting Customize & Test Prompt and then selecting Save and continue to go to the next step in the Guided Setup.
9. Optional: Define the availability of the skill by selecting Define Availability, and then selecting one of the following options.

   Option	Description
   Skill is always available	The skill is available to users at all times.
   Customize skill availability	The skill is available only when certain conditions are met (default). Use the condition builder to set your conditions.

10. Select Save and continue to go to the next step in the Guided Setup.
11. Display the Now Assist skills on forms and workspaces by selecting Select display and then In-product desktop.
12. Select Save and continue to go to the next step.
13. Review your choices and complete the configuration of the skill by selecting Activate.
14. Select Return to Case summarization.
    The skill is displayed in the Active skills section.