Summarize a Sidebar discussion by using ServiceNow Otto for HRSD
Generate a summary of the Sidebar discussions between agents, requesters, and subject matter experts by using the chat summarization skill in the ServiceNow Otto for HR Service Delivery (HRSD) application.
Before you begin
Role required: sn_hr_core.case_writer
About this task
You can do these actions by using Sidebar discussion summarization:
- Summarize the Sidebar discussion at any point during the discussion using the
/Summarizequick action. - Share the Sidebar discussion to the work notes.
- Provide feedback for the summary.
Note: The Sidebar discussion summarization skill can be found in the HRSD tab under the Employee group in AI Admin Hub.
Important: This generative AI skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see AI agents, skills, and agentic workflows on by default.
You can make a copy of this skill to configure it to meet your business needs. For more information, see Make a copy of an AI skill.
Procedure
-
Navigate to Workspaces > Agent Workspace for HRSD and open an HR case that supports Sidebar discussion and summarization.
-
Choose an existing discussion, or start a new discussion.
Start a new discussion by doing these actions:
-
Select Discuss.
-
In the Start a Sidebar discussion modal, add participants.
-
Select Start Discussion.
-
-
Generate a summary of the Sidebar discussion during the conversation either by using the Summarize quick action (enter
/Summarizein the Active sidebar discussion window), or by selecting the quick action icon [Omitted image "now-assist-sidebar-lightning-bolt-icon.png"] Alt text: Quick action icon.. -
After summarizing the Sidebar discussion, you can add it to the case work notes, and provide feedback about it.
|
Option |
Procedure |
|---|---|
|
Save the summary information by adding it to the case work notes |
|
|
Provide feedback for the summary |
If you'd like to provide feedback, select either the helpful icon ([Omitted image "icon-helpful.png"] Alt text: Helpful icon.) or 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. The system gathers the feedback on each generated summary and stores it in the generative AI logs (sys_generative_ai_log_list.do). |
Related topics
Summarize a chat conversation using ServiceNow Otto for HR Service Delivery (HRSD)
Generate a chat reply recommendation by using ServiceNow Otto for HRSD
Generate a knowledge article from HR Agent Workspace with ServiceNow Otto for HRSD
Generate a knowledge article from multiple cases
Generate an email reply recommendation using ServiceNow Otto for HRSD
Summarize an HR case using ServiceNow Otto for HRSD
Summarize an ER case interview using ServiceNow Otto for HRSD
Summarize an ER case using ServiceNow Otto for HRSD
Generate resolution notes using ServiceNow Otto for HRSD
Summarize actions while transferring an HR case
Use Knowledge Graph in ServiceNow Otto for HRSD
Use ServiceNow Otto for HRSD – Galileo Inside to answer HR-related questions
Use the ServiceNow Otto panel in HR Agent Workspace
Submit an HR request with Gen AI Virtual Agent
Generate activity responses for HR cases
Analyze sentiments in ServiceNow Otto for HR Service Delivery (HRSD)
---
title: Summarize a Sidebar discussion by using ServiceNow Otto for HRSD
description: Generate a summary of the Sidebar discussions between agents, requesters, and subject matter experts by using the chat summarization skill in the ServiceNow Otto for HR Service Delivery \(HRSD\) application.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/now-assist-for-hrsd/sidebar-discussion-nahr.html
release: brazil
product: Now Assist for HRSD
classification: now-assist-for-hrsd
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 5
breadcrumb: [Use generative AI skills, ServiceNow Otto for HR Service Delivery \(HRSD\), HR Service Delivery, Employee Service Management]
---
# Summarize a Sidebar discussion by using ServiceNow Otto for HRSD
Generate a summary of the Sidebar discussions between agents, requesters, and subject matter experts by using the chat summarization skill in the ServiceNow Otto for HR Service Delivery \(HRSD\) application.
## Before you begin
Role required: sn\_hr\_core.case\_writer
## About this task
You can do these actions by using Sidebar discussion summarization:
- Summarize the Sidebar discussion at any point during the discussion using the `/Summarize` quick action.
- Share the Sidebar discussion to the work notes.
- Provide feedback for the summary.
**Note:** The Sidebar discussion summarization skill can be found in the **HRSD** tab under the **Employee** group in AI Admin Hub.
**Important:** This generative AI skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see [AI agents, skills, and agentic workflows on by default](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/now-assist-skills-on-by-default.md).
You can make a copy of this skill to configure it to meet your business needs. For more information, see [Make a copy of an AI skill](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/make-a-copy-of-a-now-assist-skill.md).
## Procedure
1. Navigate to **Workspaces** > **Agent Workspace for HRSD** and open an HR case that supports Sidebar discussion and summarization.
2. Choose an existing discussion, or start a new discussion.
Start a new discussion by doing these actions:
1. Select **Discuss**.
2. In the Start a Sidebar discussion modal, add participants.
3. Select **Start Discussion**.
3. Generate a summary of the Sidebar discussion during the conversation either by using the Summarize quick action \(enter `/Summarize` in the Active sidebar discussion window\), or by selecting the quick action icon \[Omitted image "now-assist-sidebar-lightning-bolt-icon.png"\] Alt text: Quick action icon..
4. After summarizing the Sidebar discussion, you can add it to the case work notes, and provide feedback about it.
<table id="choicetable_vzl_myv_bcc"><thead><tr><th align="left" id="d596451e215">
Option
</th><th align="left" id="d596451e218">
Procedure
</th></tr></thead><tbody><tr><td id="d596451e224">
**Save the summary information by adding it to the case work notes**
</td><td>
1. Select **Share as Work notes**.
2. In the Share Case summary as Work notes dialog box, edit the summary.
3. Select **Save to Work notes**.
</td></tr><tr><td id="d596451e251">
**Provide feedback for the summary**
</td><td>
If you'd like to provide feedback, select either the helpful icon \(\[Omitted image "icon-helpful.png"\] Alt text: Helpful icon.\) or 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. The system gathers the feedback on each generated summary and stores it in the generative AI logs \(sys\_generative\_ai\_log\_list.do\).
</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)
**Related topics**
[Summarize a chat conversation using ServiceNow Otto for HR Service Delivery \(HRSD\)]()
[Generate a chat reply recommendation by using ServiceNow Otto for HRSD]()
[Generate a knowledge article from HR Agent Workspace with ServiceNow Otto for HRSD]()
[Generate a knowledge article from multiple cases]()
[Generate an email reply recommendation using ServiceNow Otto for HRSD]()
[Summarize an HR case using ServiceNow Otto for HRSD]()
[Summarize an ER case interview using ServiceNow Otto for HRSD]()
[Summarize an ER case using ServiceNow Otto for HRSD]()
[Generate resolution notes using ServiceNow Otto for HRSD]()
[View employee summary reports]()
[Summarize actions while transferring an HR case]()
[Use Knowledge Graph in ServiceNow Otto for HRSD]()
[Use ServiceNow Otto for HRSD – Galileo Inside to answer HR-related questions]()
[Use the ServiceNow Otto panel in HR Agent Workspace]()
[Submit an HR request with Gen AI Virtual Agent]()
[ServiceNow Otto for HR Service Delivery \(HRSD\) integration with Enterprise Service Management Integrations Framework]()
[Generate activity responses for HR cases]()
[Analyze sentiments in ServiceNow Otto for HR Service Delivery \(HRSD\)]()
| title | Summarize a Sidebar discussion by using ServiceNow Otto for HRSD |
| description | Generate a summary of the Sidebar discussions between agents, requesters, and subject matter experts by using the chat summarization skill in the ServiceNow Otto for HR Service Delivery \(HRSD\) application. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/employee-service-management/now-assist-for-hrsd/sidebar-discussion-nahr.html |
| release | brazil |
| product | Now Assist for HRSD |
| classification | now-assist-for-hrsd |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 5 |
| breadcrumb | Use generative AI skillsServiceNow Otto for HR Service Delivery \(HRSD\)HR Service DeliveryEmployee Service Management |