Summarize a Sidebar discussion on the ServiceNow Agent application

task brazil Updated Sep 10, 2026 1 min read na-fsm-summarize-sidebar-mobile.md
Raw file servicenow.com

On the ServiceNow Agent application, generate a summary of the Sidebar discussions between agents, dispatchers, and subject matter experts by using the Sidebar summarization skill in the ServiceNow Otto for Field Service Management (FSM) application.

Before you begin

Role required: wm_agent

Ensure the Sidebar for Field Service Management plugin (com.sn_fsm_sidebar) is activated. For more information, see Activate Sidebar for the Field Service Mobile Agent application.

About this task

Summarize the Sidebar discussion at any point during the discussion using the /Summarize quick action.

Procedure

  1. Navigate to a Sidebar discussion.

    • To view discussions for a specific work order task, navigate to the work order task and select the Record Sidebar ([Omitted image "icon-sidebar-record-mobile.png"] Alt text: Record Sidebar icon.) icon.
    • To view all discussions, select the Global Sidebar ([Omitted image "icon-sidebar-global-mobile.png"] Alt text: Global Sidebar) icon.
  2. Tap a 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).

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