AI insights skill reference

reference brazil Updated Jan 27, 2025 3 min read empworks-ai-insights-skill-ref.md
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Build a custom Now Assist skill that generates AI insights for the task details widget. Use this reference for the input, output, and error contract your skill must follow.

AI insights skill overview

Build your skill to match the input and output format in this topic. Administrators select your skill in the AI insights skill field (aix_ai_insights_skill) on the AI insights tab of the sn_ex_sp_task_configuration table.

To set a skill for a task type, see Configure a custom AI insights skill for a task type.

  • When a task page loads, the task details widget runs your skill through ActivityHubUtilSNC.generateAiInsights. The widget then displays the results in the AI response card.

  • When a skill is not selected, the AI insights section doesn't appear.

  • Administrators can select the available skills such as the out-of-the-box Checklist Generation skill instead of building a custom one. For example, when you select the Approval summary checklist generation skill to show the approval checklist behavior, the checklist appears only while the approval (sysapproval_approver) is still actionable.

    Note: Approval checklist generation skill does not support other types of approvals.

Example use cases

Build a skill that helps you get the contextual insights and details relevant to the task type:

  • A policy-check skill for Concur approval tasks.
  • A skill that surfaces CLM field-level insights for contract tasks.
  • A skill that shows the time-off balance details.

Skill input specification

Your skill receives the following payload.

Field Type Description
sys_id String The sys_id of the record on the task page.
table String The table name of the record on the task page.

Custom skill requirements

When you build custom skills, follow these guidelines

  • Task context

    Design your skill for the specific task type and the data available on that task.

  • Performance

    Make your skill execute efficiently so it does not slow the task page.

  • Error handling

    Handle failures using the format in error handling for your skill.

Skill output specification

Return the following JSON structure from your skill, as a string or object:

Field Type Required Description
summary String Yes The insight text shown in the AI response card. Supports HTML formatting.
references Array No List of reference links. Each entry includes number, title, and url fields.

Structure each object in your references array as explained in the following table:

Field Type Required Description
number(Optional) String Yes Reference identifier displayed in the card.
title String Yes Link text displayed to users.
url String Yes Target URL for the reference link.

Error handling

If your skill fails, return the following error structure:

/b

Field Type Required Description
status String Yes Must be set to error.
message String Yes Error message displayed to users in the AI response card.

Note: If your skill returns an empty or unreadable response, the AI response card shows a generic error message instead.

Configuration options

Administrators control when your skill runs using this property:

Property Value Behavior
sn_ex_ai_portal.task_insights_gen_mode auto Insights are generated automatically when the task page loads.
sn_ex_ai_portal.task_insights_gen_mode on_demand Insights are generated when you select Summarize this task to generate insights.

Related topics

Configure a custom AI insights skill for a task type

Keywords AI insights skillBring Your Own Skillskill contracttask configurationServiceNow Otto skilltask details widgetEmployee Works
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