View CI information with the ServiceNow Otto CI summarization skill

task australia Updated Sep 10, 2026 1 min read na-cmdb-agent-ci-summarizer.md
Raw file servicenow.com

View a concise summary of key CI data. You can select the CI on a CI form, in a workspace page, or on any list view. The summary can include discovery data, ownership, and key related items such as open incidents, alerts, problems, upcoming change requests, and security vulnerabilities. Additionally, the summary lists the service instances that the CI is part of.

Before you begin

Role required: sn_cmdb_user

About this task

This procedure describes how you can manually access the skill. In addition, any agentic workflow can use the skill.

When a ServiceNow Otto skill is enabled, the ServiceNow Otto icon [Omitted image "icon-otto-outline-24.svg"] icon appears in the toolbar of the workspace. For more information, see Working in the ServiceNow Otto panel.

Procedure

  1. Select a CI from the workspace or from any list view.

    For example, select All and enter cmdb_ci.list in the search filter. Select a CI to open its CI form.

  2. Select Summarize in the ServiceNow Otto box.

    [Omitted image "na-cmdb-summarize-button.png"] Alt text: Summarize button on the CI form.

    ServiceNow Otto generates and displays summary information for the CI, as in this example.

    [Omitted image "na-cmdb-ci-summary-example.png"] Alt text: Summary information.

  3. Provide feedback, copy the response text to the clipboard, or refresh the response.

Option

Procedure

Provide feedback for the summary

If you think that the response was helpful, select thumbs-up [Omitted image "icon-thumbs-up.png"]. If you think that it wasn’t helpful, select thumbs-down [Omitted image "icon-thumbs-down.png"].This feedback improves the agentic AI model and can help to improve the future versions of this skill. The system gathers the feedback on each generated response and stores it in the agentic AI logs (sys_generative_ai_log_list.do).

Copy the summary

Select the copy to clipboard icon [Omitted image "icon-clipboard.png"] to use the response information for another purpose, such as pasting into an email.

Refresh the summary

If you think that data might have changed after you viewed the response, select the redo icon [Omitted image "icon-redo.png"] to refresh the response information.

**Related topics**

Configure the CI summarization skill

Search documentation
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