Summarize a record through chat using Now Assist for App Engine
Quickly understand the contents of a record through a conversation with Now Assist.
Before you begin
Role required: admin
Verify that the custom app record summarization skill is activated and configured. For more information, see Activate the custom app record summarization skill.
The following procedure describes how to summarize a record through chat in the Now Assist panel. You can also summarize a record in-product within Core UI or a custom workspace. For more information, see Summarize a record in-product using Now Assist for App Engine.
Procedure
- Open the Now Assist panel by selecting the Now Assist icon (
No alternative text supplied
).
In the Now Assist panel, select Summarize a record or enter
summarize a record.Enter the record number for the record that you want to summarize.
Select the Enter key.
Note: Generating and displaying the summary may take several seconds.
When you're finished summarizing a record, you can copy the summary or provide feedback about the summary.
| Option | Procedure |
|---|---|
| Provide feedback about the summary | If you think that the summary was helpful, select the helpful icon ( Image omitted: icon-helpful.png If you want to reuse the summary, select the copy to clipboard icon \( Helpful icon.). If you think that the summary wasn’t helpful, select the not helpful icon ([Omitted image "icon-not-helpful.png"] Alt text: Not helpful icon.).<strong>Note:</strong> This feedback improves the generative AI model and can help to improve future versions of this skill.</td></tr><tr><td id="d202304e184"><strong>Copy the record summary</strong></td><td> Image omitted: icon-copy.png Copy to clipboard icon.\). |
Parent Topic:Using Now Assist for App Engine