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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Additional skill input and trigger information

Enable remaining Generative AI Skills within Now Assist CSM, and reference summarized details to complete setup.

Overview of skills and triggers

Depending on the selected skill, you can configure inputs or triggers. These settings determine how and when a skill is used. An input identifies the data that is used for a skill, such as the table and fields that are used to generate a case summary. A trigger initiates an action, such as when the system generates a chat summary.

For the sidebar discussion summarization skill, select the triggers that determine when a sidebar discussion summary is generated.

The following table lists the triggers that determine when a sidebar discussion summary is generated.

TriggerDescription
User triggeredSidebar discussion summarization that is generated when the agent manually triggers the skill.

Case sentiment analysis skill

The case sentiment analysis skill includes the inputs and outputs that identify the table and fields that are used when a case sentiment is generated.

The following table lists the inputs for the case sentiment analysis skill.

InputDescription
Input tableCase \[Case\]
Input fields- Short description - Description - Priority - State - Task creation date - Activities - Task SLA

The following table lists the outputs for the case sentiment analysis skill.

OutputDescription
Sentiment values- Very positive - Positive - Neutral - Negative - Very negative
Sentiment trend- Improving - Declining - Stable
Sentiment reasoningReasons for provide the sentiment value.

The following table lists the scheduled job for the sentiment analysis skill

Scheduled job nameDefault valueDescription
Sentiment analysis scheduled job (case)TrueRefreshes sentiments on the Trigger frequency screen for the Sentiment analysis skill.
Update sentiment historical recordsFalseWhen active, calculates sentiment and sentiment trends for historical records.

Suggested steps generation skill

The following table lists the suggested steps generation skill

InputDescription
Input tablesn\_customerservice\_case
Input fieldShort description The skill uses this field to cluster cases based on similar cases closed in the past.
ConditionsFilter conditions to generate the suggested steps. Similar cases closed or resolved within the last 6 months are used by default to create the case clusters.