Summarize an ER case interview using ServiceNow Otto for HRSD

---
title: Summarize an ER case interview using ServiceNow Otto for HRSD
description: Use the ER interview summarization skill to obtain a comprehensive overview of the ER interview, which includes key details such as quick recap, key assertions and responses.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/now-assist-for-hrsd/now-assist-hrsd-er-interview.html
release: brazil
product: Now Assist for HRSD
classification: now-assist-for-hrsd
topic_type: task
last_updated: "2026-01-22"
reading_time_minutes: 5
breadcrumb: [Use generative AI skills, ServiceNow Otto for HR Service Delivery \(HRSD\), HR Service Delivery, Employee Service Management]
---

# Summarize an ER case interview using ServiceNow Otto for HRSD

Use the ER interview summarization skill to obtain a comprehensive overview of the ER interview, which includes key details such as quick recap, key assertions and responses.

## Before you begin

Role required: sn\_hr\_er.case\_writer

## About this task

You can use the ER interview summarization skill in either Core UI or Agent Workspace for HR Case Management.

-   In Core UI, the summary appears in a banner in the Interview record.
-   In Agent Workspace for HR Case Management, the summary is generated in the **Interview** tab.

**Note:** For information on how to configure the ER interview summarization skill, see [Configure ServiceNow Otto for HR Service Delivery \(HRSD\)](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/now-assist-for-hrsd/configure-now-assist-hr.md).

## Procedure

1.  Navigate to **HR Agent Workspace**.

2.  In Workspace, open an ER case that is assigned to you.

    Alternatively, you can navigate to **All** > **HR Cases** and select an ER case.

3.  Open the **Interview** related list.

4.  Select **Summarize**.

5.  **Note:** Generating and displaying the summary may take several seconds.

6.  Review the summary details.

    A summary of the interview record is displayed with a quick recap, key assertions, and responses.

    \[Omitted image "image.int-summarize-aws"\] Alt text: ER interview summary in HR Agent Workspace \[Omitted image "image.int-summarize-aws-output"\] Alt text: ER interview summary in HR Agent Workspace

    \[Omitted image "image.int-summarize-coreui"\] Alt text: ER interview summary in Core UI \[Omitted image "image.int-summarize-coreui-output"\] Alt text: ER interview summary in Core UI

7.  When you finish summarizing the interview record, you can add it to the interview notes, expand or collapse it, provide feedback, copy it, or view information about it.

<table id="choicetable_md1_nyf_xyb"><thead><tr><th align="left" id="d652523e217">

Option

</th><th align="left" id="d652523e220">

Procedure

</th></tr></thead><tbody><tr><td id="d652523e226">

**Save the summary to interview notes**

</td><td>

1.  Select **Share**.
2.  In the Share to AI Interview summary dialog box, edit the summary.
3.  Select **Save to AI Interview Summary**.


</td></tr><tr><td id="d652523e253">

**Expand or collapse the interview summary**

</td><td>

Select the expand card icon \(\[Omitted image "icon-expand.png"\] Alt text: Expand card icon.\) or the collapse card icon \(\[Omitted image "icon-collapse.png"\] Alt text: Collapse card icon.\) to see more details or fewer summary details.

</td></tr><tr><td id="d652523e274">

**Provide feedback for interview summary**

</td><td>

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.\).This feedback improves the generative AI model and can help to improve the future versions of this skill.

</td></tr><tr><td id="d652523e297">

**Copy the interview summary**

</td><td>

Select the copy to clipboard icon \(\[Omitted image "icon-copy.png"\] Alt text: Copy to clipboard icon.\) to use the case summary information for another purpose, such as pasting into an email.

</td></tr><tr><td id="d652523e313">

**View the information about the interview summary**

</td><td>

If you want to check some details about the summary, select the more info icon \(\[Omitted image "icon-more-info.png"\] Alt text: More info icon.\).

</td></tr><tr><td id="d652523e328">

**Refine list**

</td><td>

Elaborate or shorten the summary.

</td></tr></tbody>
</table>
**Parent Topic:**[Use ServiceNow Otto for HR Service Delivery \(HRSD\) in Agent Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/now-assist-for-hrsd/use-now-assist-hr.md)

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