---
title: Configure Sidebar Summarization
description: Configure sidebar summarization to generate summaries of sidebar discussions for quick agent understanding, allowing for faster collaboration.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/now-assist-for-csm/configure-sidebar-summarization-in-now-assist.html
release: australia
product: Now Assist for CSM
classification: now-assist-for-csm
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Activate ServiceNow Otto Skills, Configure, ServiceNow Otto for CSM, Customer Service Management]
---

# Configure Sidebar Summarization

Configure sidebar summarization to generate summaries of sidebar discussions for quick agent understanding, allowing for faster collaboration.

## Before you begin

Role required: admin

Sidebar summarization is generated from the information within selected tables containing specific case, incident, or interaction information.

## Procedure

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

2.  Select the **Customer** workflow, and **CSM** as the product.

3.  Activate Skill for the **Sidebar Summarization** skill.

    Each skill has a guided setup with multiple steps. A check symbol next to each step indicates whether its setup is complete, partially complete, or incomplete. After configuring a step, select **Save and continue** to move forward, or **Back** to return to a previous step.

4.  Select **Define triggers** and switch the toggles to choose how and when the summarization is configured.

    |Trigger|Description|
    |-------|-----------|
    |Quick action|Sidebar summary that is generated when the live agent performs the `/summarize` quick action.|

    You can also select toggle a property that controls how a sidebar summary is displayed.

    |Property|Description|
    |--------|-----------|
    |Bulleted list|Sidebar summary as an unordered list.|

5.  Select **Choose tables** to select the tables from which summaries for Sidebar discussions are generated.

    Tables that are added in **Default Table Name** section, like the Case table and Task table are available by default, and are automatically populated. The default table names check boxes associated to the tables are pre-checked and inactive.

    **Note:** An admin can only select or deselect the tables added within the **Table Names** section.

    Any tables available by default or customized must be added to one of the **Choose tables** section based on the preferred configurations.

    -   Table Names contains a list of all the table names that are required for the sidebar summarization skill.
    -   Default Table Name only contains tables that you want pre-checked.
    -   Enabled Table Names can have the same value as the Default Table Names and must be in **Active** state from the beginning.

        **Note:** The Default Table Names and Enabled Table Names are a subset of Table Names and can't be modified by the user.

    |Label|Name|
    |-----|----|
    |Case|sn\_customerservice\_case|
    |Task|sn\_customerservice\_task|

6.  Select **Define access** to determine who can access this skill.

    By selecting specific roles, you're controlling who can use it. The roles you choose will also be available in the next step **Select display**.

    Default and Custom Roles:

    -   If no changes are made, the default role sn\_customerservice\_agent or sn\_customerservice.consumer\_agent will automatically appear in **Define Access** and **Select Display**.
    -   If custom roles were added before the upgrade, they are updated automatically by a script.
    -   If new roles are created after the upgrade, you must manually add them in both the **Define Access** and **Select Display**.

        **Note:** In the **Select Display** step, you can only choose roles that were added in the **Define Access** step. If you add a role in **Define Access**, you still must manually select it in **Select Display** to make it active.

7.  Toggle **Select display** to determine if sidebar summarization appears in In-product desktop, displaying AI skills on forms and workspaces.

8.  After selecting **Review and Activate** to examine changes, select **Done** to close the sidebar summarization generation settings.

9.  Select **Activate** to turn on the skill for agents and complete the configuration.