Summarize an order using Summarization for Order Management

---
title: Summarize an order using Summarization for Order Management
description: Generate a summary of a complex order for faster, more accurate decision-making and improved customer responsiveness.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/now-assist-order-mgmt-summarize-order.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
keywords: [ServiceNow Otto, AI Agents, generative AI, agentic AI]
breadcrumb: [Order Management, Use, Sales Customer Relationship Management]
---

# Summarize an order using Summarization for Order Management

Generate a summary of a complex order for faster, more accurate decision-making and improved customer responsiveness.

## Before you begin

**Note:** When both the skills are active, the order capture skill takes precedence.

Role required: sn\_ind\_tmt\_orm.order\_agent, sn\_ind\_tmt\_orm.order\_fulfilment\_agent

## Procedure

1.  In the CRM Workspace, select the **List** \[Omitted image "list-outline-24.svg"\] Alt text: view.

2.  Navigate to **Customer Orders** > **All** and select the order to summarize.

3.  In the Customer Order summary by ServiceNow Otto, select **Summarize**.

    The Customer Order summary by ServiceNow Otto appears above the activity stream. The component is collapsed by default and expands to display the summary. For longer summaries that don't fit in the window, select **View more** and use the scroll bar to view the rest of the content.

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

4.  When you're finished summarizing an order, you can add it to the work notes, expand or collapse it, provide feedback, copy it, or view information about it.

<table id="choicetable_z3p_sn2_3hc"><thead><tr><th align="left" id="d45931e133">

Option

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Procedure

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

</td><td>

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


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**Expand or collapse the summary**

</td><td>

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

</td></tr><tr><td id="d45931e184">

**Provide feedback for the summary**

</td><td>

If you think that the summary was helpful, select the helpful icon \[Omitted image "icon-helpful.png"\] Alt text:. If you think that the summary wasn’t helpful, select the not helpful icon \[Omitted image "icon-not-helpful.png"\] Alt text:.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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**Copy the order summary**

</td><td>

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

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**View the information about the order summary**

</td><td>

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

</td></tr></tbody>
</table>
**Parent Topic:**[Using Order Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/using-order-management.md)