Activate AI Data Explorer skills

Enable AI Data Explorer skills under Now Assist skills for Data and Analytics to give users AI-assisted, shared spaces to explore data.

Before you begin

Install the AI Data Explorer application from the ServiceNow® Store. The correct Workflow Data Fabric entitlement is required.

Important:

This Now Assist skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see Now Assist skills, agents, and agentic workflows on by default.

The Query Generation skills "analytics query generation," "analytics insight generation," "analytics hidden insight generation," and "analytics follow-up generation" are required. These skills are active by default. For more information, see Query Generation skills.

Role required: now_assist_explorer_admin or higher

About this task

Assign the now_assist_explorer_user role, and activate the AI Data Explorer skills.

Procedure

1. Grant the now_assist_explorer_user role to users who need to explore data with AI Data Explorer.
2. Navigate to All > Now Assist Admin > Skills.
3. In the product area pane, select Data and Analytics > Analytics.
4. In Now Assist skills for Analytics, search for the analytics exploration skill.
   
   
   
5. Select Activate skill.
6. Configure the analytics exploration skill.
   1. In the Advanced analysis page, you can activate record-level analysis and set which tables it applies to.
      For more information, see Configure record level analysis in AI Data Explorer.
   2. Select Save and continue.
   3. In the Define access page, you can add roles who can create and edit explorations in AI Data Explorer.
      All AI Data Explorer and Query Generation skills should have one role in common. The default role for this skill, now_assist_explorer_user, contains the default Query Generation role, sn_query_gen.user. Any changes you make must preserve the rights of the AI Data Explorer user to access Query Generation skills.
   4. Select Save and continue.
   5. In the Review and activate page, review the settings you made and either go back and change them or select Activate.
   Note:

   You can come back later and edit the settings for this or any other skill.
   
   
7. To enable users to generate recommendations based on the findings in their exploration, turn on the exploration action recommendation skill.
   You can set the roles that can generate recommendations. The default role is now_assist_explorer_user. This role contains sn_query_gen.user, granting necessary access to Query Generation.

   Requires Zurich Patch 7 and the associated application upgrade.

8. To enable users to generate recommendations based on the findings in their exploration, turn on the exploration action recommendation skill.
   You can set the roles that can generate recommendations. The default role is now_assist_explorer_user. This role contains sn_query_gen.user, granting necessary access to Query Generation.
9. To enable users to generate summaries of explorations, turn on the exploration summarization skill.
   You can set the roles that can generate summaries. Again, the default role is now_assist_explorer_user. This role contains sn_query_gen.user, granting necessary access to Query Generation.
10. To enable users to use AI to help refine text that they write in explorations, activate the refine text in explorations skill.
    A dialog opens asking you where you want to display the refine text option.
    1. In the Select display page, under Choose where to display, toggle Display on for In-product desktop.
    2. Optional: You can set the roles that can use AI to refine texts in their explorations.
       Again, the default role is now_assist_explorer_user. This role contains sn_query_gen.user, granting necessary access to Query Generation.
    3. Select Save and continue.
    4. Browse the review and select Activate.