Summarize a Sidebar discussion by using ServiceNow Otto for HRSD

task brazil Updated Sep 10, 2026 5 min read sidebar-discussion-nahr.md
Raw file servicenow.com

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.

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

  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.

Option

Procedure

Save the summary information by adding it to the case work notes

  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.

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).

**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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