Configure Propose Solution actions
Add generative AI-specific functionality to the Case form by configuring the Propose Solution UI action and declarative action that are included with the ServiceNow Otto for Customer Service Management (CSM) application.
Before you begin
Role required: admin
About this task
The Customer Service Management application includes a Propose Solution UI action that agents can use to propose a solution for a customer service case.
The ServiceNow Otto for Customer Service Management (CSM) application includes the following actions that provide generative AI-specific functionality. Agents can use these actions to propose solutions that include AI-generated resolution notes:
- Propose Solution declarative action: Generates resolution notes in CRM Workspace.
- Propose Solution UI action: Generates resolution notes in Core UI.
Note: These actions are inactive by default.
To use the generative AI functionality, you must deactivate the Propose Solution UI action for Customer Service Management and then activate the Propose Solution UI action and declarative action for ServiceNow Otto for CSM. After being activated, these actions are available to customer service agents for assigned cases that are in the Open state.
Procedure
-
Deactivate the Propose Solution UI action for the Customer Service Management application.
-
Navigate to All > System Definition > UI Actions to display the UI Actions list.
-
Configure the list to show the Application column.
For more information on how to configure a list, see Configure the list layout.
-
Filter the list to display Propose Solution in the Name field.
-
Select the Propose Solution UI action for the Customer Service application.
-
Clear the Active check box.
-
Select Save.
The system returns you to the UI Actions list.
-
-
Activate the Propose Solution UI action for the ServiceNow Otto for CSM application to use this functionality in Core UI.
-
From the UI Actions list, select the Propose Solution UI action for the ServiceNow Otto for CSM application.
-
Select the Active check box.
-
Select Save.
The system returns you to the UI Actions list.
-
-
Enable the Propose Solution declarative action for the ServiceNow Otto for CSM application to use this functionality in CRM Workspace.
-
Navigate to the sys_declarative_action_assignment.list to display the Action Assignments list.
-
In the Action label column, select Propose Solution.
-
Enable the Active check box.
-
Select Save.
The system returns you to the Action Assignments list.
-
---
title: Configure Propose Solution actions
description: Add generative AI-specific functionality to the Case form by configuring the Propose Solution UI action and declarative action that are included with the ServiceNow Otto for Customer Service Management \(CSM\) application.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/customer-service-management/now-assist-for-csm/now-assist-csm-config-propose-solution.html
release: brazil
product: Now Assist for CSM
classification: now-assist-for-csm
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
keywords: [generative AI, generative AI for Customer Service Management, generative AI for customer service agents]
breadcrumb: [Configure, ServiceNow Otto for CSM, Customer Service Management]
---
# Configure Propose Solution actions
Add generative AI-specific functionality to the Case form by configuring the Propose Solution UI action and declarative action that are included with the ServiceNow Otto for Customer Service Management \(CSM\) application.
## Before you begin
Role required: admin
## About this task
The Customer Service Management application includes a Propose Solution UI action that agents can use to propose a solution for a customer service case.
The ServiceNow Otto for Customer Service Management \(CSM\) application includes the following actions that provide generative AI-specific functionality. Agents can use these actions to propose solutions that include AI-generated resolution notes:
- Propose Solution declarative action: Generates resolution notes in CRM Workspace.
- Propose Solution UI action: Generates resolution notes in Core UI.
**Note:** These actions are inactive by default.
To use the generative AI functionality, you must deactivate the Propose Solution UI action for Customer Service Management and then activate the Propose Solution UI action and declarative action for ServiceNow Otto for CSM. After being activated, these actions are available to customer service agents for assigned cases that are in the Open state.
## Procedure
1. Deactivate the Propose Solution UI action for the Customer Service Management application.
1. Navigate to **All** > **System Definition** > **UI Actions** to display the UI Actions list.
2. Configure the list to show the Application column.
For more information on how to configure a list, see [Configure the list layout](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/platform-administration/t_ConfigureTheListLayout.md).
3. Filter the list to display **Propose Solution** in the **Name** field.
4. Select the Propose Solution UI action for the Customer Service application.
5. Clear the **Active** check box.
6. Select **Save**.
The system returns you to the UI Actions list.
2. Activate the Propose Solution UI action for the ServiceNow Otto for CSM application to use this functionality in Core UI.
1. From the UI Actions list, select the Propose Solution UI action for the ServiceNow Otto for CSM application.
2. Select the **Active** check box.
3. Select **Save**.
The system returns you to the UI Actions list.
3. Enable the Propose Solution declarative action for the ServiceNow Otto for CSM application to use this functionality in CRM Workspace.
1. Navigate to the **sys\_declarative\_action\_assignment.list** to display the Action Assignments list.
2. In the Action label column, select **Propose Solution**.
3. Enable the **Active** check box.
4. Select **Save**.
The system returns you to the Action Assignments list.
| title | Configure Propose Solution actions |
| description | Add generative AI-specific functionality to the Case form by configuring the Propose Solution UI action and declarative action that are included with the ServiceNow Otto for Customer Service Management \(CSM\) application. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/customer-service-management/now-assist-for-csm/now-assist-csm-config-propose-solution.html |
| release | brazil |
| product | Now Assist for CSM |
| classification | now-assist-for-csm |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| keywords | generative AIgenerative AI for Customer Service Managementgenerative AI for customer service agents |
| breadcrumb | ConfigureServiceNow Otto for CSMCustomer Service Management |