Summarize a record using ServiceNow Otto Virtual Agent

---
title: Summarize a record using ServiceNow Otto Virtual Agent
description: You can create a summary of a work order task record using the Now Assist in Virtual Agent directly from the ServiceNow Agent application.Generate summary from the work order task record.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/field-service-management/work-order-management/summarize-a-record-using-now-assist-virtual-agent.html
release: australia
product: Work Order Management
classification: work-order-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Prioritizing on ServiceNow Agent, ServiceNow Agent mobile app, Completing work on mobile, Use, Field Service Management]
---

# Summarize a record using ServiceNow Otto Virtual Agent

You can create a summary of a work order task record using the Now Assist in Virtual Agent directly from the ServiceNow Agent application.

## Before you begin

Role required: wm\_agent

## About this task

You can summarize a record by launching ServiceNow Otto® from the home screen and typing "summarize a record". You can also navigate to a specific work order task record and using the Quick actions menu. Both methods provide a quick and efficient way to generate a summary.

## Procedure

1.  Navigate to **My work**.

2.  From quick actions, select **Ask ServiceNow Otto**.

    For Android users, this icon appears as a plus symbol \(\[Omitted image "mobile-plus-icon.png"\] Alt text: plus icon\).

    For iOS users this icon appears as an ellipsis symbol \(\[Omitted image "ellipsis-icon.png"\] Alt text: ellipses icon\)

3.  In the Now Assist panel, type a "summarize a record" and follow the prompts.

4.  Tap **Send**.

5.  Tap **Done**.

6.  Tap the plus icon to begin a new conversation.


## Summarize a record directly from a work order task record using ServiceNow Otto Virtual Agent

Generate summary from the work order task record.

### Before you begin

Role required: wm\_agent

\[Omitted video\] Description: This video demonstrates how to summarize a record directly from a work order task record

### Procedure

1.  Navigate to **My work**.

2.  In the **My tasks** section, tap a work order task record.

3.  Tap the **Quick actions** icon in the top right corner of the screen.

4.  Tap **Ask ServiceNow Otto**.

5.  Tap **Show all my options**.

    **Note:**

    Any skills configured by an admin for ServiceNow Otto® Virtual Agent are shown.

6.  Tap **Summarize a record**.

7.  Tap **Done**.

8.  Tap the plus icon to begin a new conversation.