Summarize a Sidebar discussion

---
title: Summarize a Sidebar discussion
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/field-service-management/work-order-management/na-fsm-summarize-sidebar-platform.html
release: brazil
product: Work Order Management
classification: work-order-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Execute work order tasks, Updating task status, Completing work orders on the web interface, Use, Field Service Management]
---

# Summarize a Sidebar discussion

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\_dispatcher, wm\_manager

## About this task

You can do these actions using Sidebar 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 is on the chat skill card in the Customer group.

## Procedure

1.  Navigate to **All** > **AI Admin Hub** > **Skills**.

2.  Expand the **Customer** menu and select **FSM**.

3.  Select **Activate skill** on the **Sidebar summarization** skill card.

    The **Work Order Task** table displayed in the **Choose tables** page is selected by default, and can't be changed.

4.  Select **Select display** in the **Sidebar summarization** page.

5.  Turn on the **In-product desktop** display option.

6.  Select **Save and continue**.

7.  Navigate to **Workspaces** > **CSM/FSM Configurable Workspace** and open a work order task that supports Sidebar discussion and summarization.

8.  Choose an existing discussion, or start a new discussion.

    To start a new discussion, follow these steps.

    1.  Select **Discuss**.

    2.  Add participants in the **Start a Sidebar discussion** modal.

    3.  Select **Start Discussion**.

    \[Omitted image "now-assist-sidebar-discussion.png"\] Alt text: Modal to add participants for discussion

9.  Generate a summary of the Sidebar discussion during the conversation.

    -   Use the Summarize quick action \(enter `/Summarize` in the Active sidebar discussion window\).
    -   Select the quick action icon \(\[Omitted image "now-assist-sidebar-lightning-bolt-icon.png"\] Alt text: icon image\).
10. After summarizing the Sidebar discussion, you can add it to the work notes, and provide feedback about it.

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Option

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Procedure

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

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1.  Select **Share as Work notes**.
2.  In the Share as Work notes dialog box, edit the summary.
3.  Select **Save to Work notes**.


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**Provide feedback for the summary**

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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 \(sys\_generative\_ai\_log\_list.do\).

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