Summarize a record through chat using ServiceNow Otto for App Engine
Quickly understand the contents of a record through a conversation with ServiceNow Otto.
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 ServiceNow Otto 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 ServiceNow Otto for App Engine.
Procedure
-
Open the ServiceNow Otto panel by selecting the ServiceNow Otto icon ([Omitted image "now-assist-sparkle-icon-dark.png"]).
-
In the ServiceNow Otto 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 ([Omitted image "icon-helpful.png"] Alt text: 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.).Note: This feedback improves the generative AI model and can help to improve future versions of this skill. |
|
Copy the record summary |
If you want to reuse the summary, select the copy to clipboard icon ([Omitted image "icon-copy.png"] Alt text: Copy to clipboard icon.). |
---
title: Summarize a record through chat using ServiceNow Otto for App Engine
description: Quickly understand the contents of a record through a conversation with ServiceNow Otto.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/application-development/now-assist-for-app-engine/summarize-record-through-chat-na-for-app-engine.html
release: australia
product: Now Assist for App Engine
classification: now-assist-for-app-engine
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
keywords: [ServiceNow Otto for App Engine, Summarize a record, ServiceNow Otto panel, summarize a record in a custom table, summarize a table in a custom app, generate summary for table]
breadcrumb: [Use, ServiceNow Otto for App Engine, Run, AI Workflow Factory Prime, Agentic app development, Building applications]
---
# Summarize a record through chat using ServiceNow Otto for App Engine
Quickly understand the contents of a record through a conversation with ServiceNow Otto.
## 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/application-development/now-assist-for-app-engine/activate-custom-app-record-summarization-na-for-app-engine.md).
The following procedure describes how to summarize a record through chat in the ServiceNow Otto 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 ServiceNow Otto for App Engine](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/application-development/now-assist-for-app-engine/summarize-record-in-product-na-for-app-engine.md).
## Procedure
1. Open the ServiceNow Otto panel by selecting the ServiceNow Otto icon \(\[Omitted image "now-assist-sparkle-icon-dark.png"\]\).
2. In the ServiceNow Otto panel, select **Summarize a record** or enter `summarize a record`.
3. Enter the record number for the record that you want to summarize.
4. Select the Enter key.
**Note:** Generating and displaying the summary may take several seconds.
5. When you're finished summarizing a record, you can copy the summary or provide feedback about the summary.
<table id="choicetable_md1_nyf_xyb"><thead><tr><th align="left" id="d354586e162">
Option
</th><th align="left" id="d354586e165">
Procedure
</th></tr></thead><tbody><tr><td id="d354586e171">
**Provide feedback about the summary**
</td><td>
If you think that the summary was helpful, select the helpful icon \(\[Omitted image "icon-helpful.png"\] Alt text: 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.\).**Note:** This feedback improves the generative AI model and can help to improve future versions of this skill.
</td></tr><tr><td id="d354586e194">
**Copy the record summary**
</td><td>
If you want to reuse the summary, select the copy to clipboard icon \(\[Omitted image "icon-copy.png"\] Alt text: Copy to clipboard icon.\).
</td></tr></tbody>
</table>
**Parent Topic:**[Using ServiceNow Otto for App Engine](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/application-development/now-assist-for-app-engine/use-now-assist-for-app-engine-enterprise.md)
| title | Summarize a record through chat using ServiceNow Otto for App Engine |
| description | Quickly understand the contents of a record through a conversation with ServiceNow Otto. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/application-development/now-assist-for-app-engine/summarize-record-through-chat-na-for-app-engine.html |
| release | australia |
| product | Now Assist for App Engine |
| classification | now-assist-for-app-engine |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| keywords | ServiceNow Otto for App EngineSummarize a recordServiceNow Otto panelsummarize a record in a custom tablesummarize a table in a custom appgenerate summary for table |
| breadcrumb | UseServiceNow Otto for App EngineRunAI Workflow Factory PrimeAgentic app developmentBuilding applications |