Supporting information for Now Assist for Customer Service Management (CSM)

Get a quick overview of the important information that is related to the Now Assist for Customer Service Management (CSM) application.

Supported versions

Now Assist for CSM is supported starting with Vancouver Patch 4.

Note: Depending on your license, you will have access to certain application features, generative AI skills, agentic workflows, and AI agents. For more information, see ServiceNow product tiers.

Supported language models

You can use Now LLM Service, Azure OpenAI, Google Gemini or Anthropic Claude on AWS as the AI model provider for all generative AI skills and AI agents. Use the Configuration Controls in AI Control Tower to define which options are available, then set the skill-level preferences in the Now Assist Admin console. For more information, see Large language models on the ServiceNow AI Platform®.

Supported user interfaces

The Now Assist for CSM application includes the skills that are listed in the following table.

Languages supported

Now Assist for CSM supports the following languages across all skills:

• German
• French
• Japanese
• Dutch
• French Canadian
• Spanish
• Brazilian Portuguese
• Italian

For more info, see Configure multilingual service for Now Assist applications

Role masking for Now Assist for CSM agentic workflows, AI agents, and skills

Role masking is used to restrict user access to agentic workflows, standalone AI agents, and skills. This ensures that users only receive the permissions necessary for their tasks, enhancing security and reducing the risk of unauthorized access.

How Role Masking Works

Imagine a user assigned roles A, B, and C, where each role grants access to a specific set of data. Normally, only if using Access Control Lists (ACLs), the user could access any data or functions available to roles A, B, and C. With role masking applied, the user can only access data tied to the active role, limiting exposure to unnecessary information.

Role Masking Considerations for Now Assist in CSM Skills

When a CSM skill runs, its features are initially controlled by ACL permissions, ensuring users only access authorized data and functions. If the skill uses a large language model (LLM) to perform its task, role masking adds an extra layer of control by filtering the LLM-generated output according to the user’s active role.

Consider a user with roles A, B, and C, each granting different privileges. If the ACLs defined in the Case Summarization are roles A, B, and C and the masking role defined is role A, If the user activates the Case Summarization skill, and selects Summarize, the process occurs in two steps:

1. Data Retrieval

   ACL permissions for role A are applied to fetch relevant case data. This ensures the user only sees data they are authorized to view.

2. Data Summarization

   After data retrieval, an LLM summarizes the case. Role masking is then applied to the output, tailoring the summary to the access privileges defined for role A.

By applying both ACL permissions and role masking, the system ensures a secure and granular access control mechanism for CSM skills, protecting sensitive information while providing users with the insights they must perform their tasks effectively. For information on role masking, see.

Application information

Activate the Now Assist for CSM store app (sn_csm_gen_ai) to use the chat and case summarization skills and to generate case resolution notes.

This store app has the following dependencies:

• Customer Service (com.sn_customerservice)
• UXC Generative AI (sn_uxc_gen_ai)

Activate the applications in the following order:

1. Customer Service
2. UXC Generative AI
3. Now Assist for CSM

For more information, see Configuring Now Assist for Customer Service Management (CSM).

Parent Topic:Exploring Now Assist for Customer Service Management (CSM)