Summarize a record through chat using ServiceNow Otto for App Engine

task brazil Updated Sep 10, 2026 1 min read summarize-record-through-chat-na-for-app-engine.md
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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

  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.

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.).

**Parent Topic:**[Using ServiceNow Otto for App Engine](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/application-development/now-assist-for-app-engine/use-now-assist-for-app-engine-enterprise.md)
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
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