Use the Now Assist for Legal Service Delivery (LSD) capabilities from the Now Assist panel
Use the contextual generative AI capabilities, such as a request summary by using the conversational interface in the Now Assist panel.
Before you begin
Make sure that Next Experience is enabled in the instance. For more information, see Next Experience UI.
Role required: sn_lg_gen_ai.request_fulfiller
About this task
You can use the Now Assist panel to request a summary.
For more information about the Now Assist panel, see Now Assist panel. For information about activating the Now Assist panel, see Activate the Now Assist panel standard chat.
Procedure
Log in to an instance where the Now Assist for LSD application is installed.
Navigate to Workspaces > Legal Counsel Center.
Request the generative AI capabilities in LSD for summarization by selecting the Now Assist icon
Now assist icon..
After you request the generative AI capabilities, select Summarize a record.
Enter the record number that you want to summarize.
The summary is displayed.
Now Assist panel with selections for generating a request summarization
Parent Topic:Summarize a legal request or matter by using Now Assist for Legal Service Delivery (LSD)