Create a model to predict similar open incidents
Use the Task Intelligence for CSM to create and train a machine learning model that identifies similar open incidents. The model analyzes similar open incidents data to suggest relevant incident records when working on a current open incident, helping agents resolve issues faster. The plugin includes a ready-to-train model for predicting similar cases and also lets you create custom models tailored to your specific use cases.
Before you begin
- Ensure that the Task Intelligence for Customer Service plugin is installed.
- Ensure that your instance contains sufficient open incident records (minimum 10,000 recommended) for meaningful training.
- Role required: ml_admin, ti_admin
Set up the prediction model
Procedure
-
Navigate to All > Task Intelligence for Customer Service > Setup.
The Task Intelligence Admin Console displays.
-
On the Similar Open Incidents card, select Ready to train.
The model opens in a guided setup flow. The Define the purpose screen appears.
-
Define the purpose:
-
Review the pre-filled Model name.
-
The Prediction table and Training table are pre-selected as Cases and Incidents, respectively.
These values are fixed and cannot be edited.
-
Select Save & Continue.
The Train your model screen appears.
-
-
Train your model:
-
The Model name and Prediction table fields are pre-filled and cannot be edited.
-
Apply Conditions to filter the training data.
-
In the Prediction table field, select fields such as Description and Short description that the model should use to identify similarities.
-
In the Training table section, select matching or relevant fields that help the model compare open incidents.
-
Choose the language for training.
-
Set the Update frequency.
-
Review the Number of records.
If needed, select the Load records icon to reload.
-
Enable Auto-retrain to allow retraining the model on a set schedule.
-
Select Launch training.
-
Once training starts, select View current results to preview sample outputs.
The Assess and define screen appears.
-
-
Assess and define:
-
Review the Estimated number of records used for training.
-
In Prediction preference, select one of the following options:
- Recommendations – Recommends similar open incidents (selected by default).
- Monitor only – Runs the model in the background without displaying recommendations. You can analyze the logged data before enabling recommendations.
- Turn off predictions – Disables all predictions for this model.
-
Select Save & Continue.
The Deploy your model screen appears.
-
-
Deploy your model:
-
Review your setup and training summary and then select Deploy to activate the model.
A confirmation message appears when deployment is complete.
Result
Once deployed, similar open incidents are displayed in the Recommended Actions section under the Suggested Actions tab when an agent opens a case that helps them resolve cases faster using related issues and prior solutions.
-
---
title: Create a model to predict similar open incidents
description: Use the Task Intelligence for CSM to create and train a machine learning model that identifies similar open incidents. The model analyzes similar open incidents data to suggest relevant incident records when working on a current open incident, helping agents resolve issues faster. The plugin includes a ready-to-train model for predicting similar cases and also lets you create custom models tailored to your specific use cases.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/csm-task-intel-create-model-open-incidents.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Configure, Task Intelligence for Customer Service, Machine learning solutions, Implement Intelligence, Configure, Customer Service Management]
---
# Create a model to predict similar open incidents
Use the Task Intelligence for CSM to create and train a machine learning model that identifies similar open incidents. The model analyzes similar open incidents data to suggest relevant incident records when working on a current open incident, helping agents resolve issues faster. The plugin includes a ready-to-train model for predicting similar cases and also lets you create custom models tailored to your specific use cases.
## Before you begin
- Ensure that the Task Intelligence for Customer Service plugin is installed.
- Ensure that your instance contains sufficient open incident records \(minimum 10,000 recommended\) for meaningful training.
- Role required: ml\_admin, ti\_admin
## Set up the prediction model
## Procedure
1. Navigate to **All** > **Task Intelligence for Customer Service** > **Setup**.
The Task Intelligence Admin Console displays.
2. On the Similar Open Incidents card, select **Ready to train**.
The model opens in a guided setup flow. The Define the purpose screen appears.
3. **Define the purpose:**
1. Review the pre-filled Model name.
2. The Prediction table and Training table are pre-selected as **Cases** and **Incidents**, respectively.
These values are fixed and cannot be edited.
3. Select **Save & Continue**.
The Train your model screen appears.
4. **Train your model:**
1. The **Model name** and **Prediction table** fields are pre-filled and cannot be edited.
2. Apply **Conditions** to filter the training data.
3. In the **Prediction table** field, select fields such as Description and Short description that the model should use to identify similarities.
4. In the **Training table** section, select matching or relevant fields that help the model compare open incidents.
5. Choose the **language** for training.
6. Set the **Update frequency**.
7. Review the **Number of records**.
If needed, select the **Load records** icon to reload.
8. Enable **Auto-retrain** to allow retraining the model on a set schedule.
9. Select **Launch training**.
10. Once training starts, select **View current results** to preview sample outputs.
The Assess and define screen appears.
5. **Assess and define**:
1. Review the **Estimated number of records** used for training.
2. In **Prediction preference**, select one of the following options:
- Recommendations – Recommends similar open incidents \(selected by default\).
- Monitor only – Runs the model in the background without displaying recommendations. You can analyze the logged data before enabling recommendations.
- Turn off predictions – Disables all predictions for this model.
3. Select **Save & Continue**.
The Deploy your model screen appears.
6. **Deploy your model**:
1. Review your setup and training summary and then select **Deploy** to activate the model.
A confirmation message appears when deployment is complete.
**Result**
Once deployed, similar open incidents are displayed in the Recommended Actions section under the Suggested Actions tab when an agent opens a case that helps them resolve cases faster using related issues and prior solutions.
| title | Create a model to predict similar open incidents |
| description | Use the Task Intelligence for CSM to create and train a machine learning model that identifies similar open incidents. The model analyzes similar open incidents data to suggest relevant incident records when working on a current open incident, helping agents resolve issues faster. The plugin includes a ready-to-train model for predicting similar cases and also lets you create custom models tailored to your specific use cases. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/csm-task-intel-create-model-open-incidents.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | ConfigureTask Intelligence for Customer ServiceMachine learning solutionsImplement IntelligenceConfigureCustomer Service Management |