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Now Assist for SFA › Sales Customer Relationship Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure Now Assist for Sales Force Automation (SFA)

If you have the admin role, you can configure the Now Assist for Sales Force Automation (SFA) application so that agents can use the generative AI capabilities in the CSM Configurable Workspace.

Before you begin

Use the Now Assist Admin console to configure Now Assist for Sales Force Automation (SFA). This console contains everything that you need to install the plugins and configure the generative AI skills. For additional information, see Overview tab in Now Assist Admin.

Role required: admin

Procedure

  1. Log in to the ServiceNow instance.

  2. Install the Now Assist for Sales Force Automation (SFA) plugin (sn_som_gen_ai).

    For information about the installation process, see Install Now Assist plugins.