Multi-Context Generation
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Multi-Context Generation
The Multi-Context Generation dashboard allows you to combine call transcripts, ITSM records, and chat messages into a single, high-quality artifact. Use this page to create dynamic reports that reference multiple source types.
Multi-Context Generation can be accessed within the AI Incident Assistant web app at Dashboards > Multi-Context Generation.
Create a Multi-Context Report
Multi-context reports require context and instructions on what content to include and generate for the report.
To create a report, go to the Multi-Context Generation page and click + New Report.
The report creation screen contains two sections: Build Your Context and Instructions & Settings.
Build Your Context
In the Build Your Context section, add call transcripts, ServiceNow records, or chat messages you want included in the report generation. Click + Add Context to add sources for the report.
In the Add Context screen, choose if you'd like to add sources from Transcripts, ServiceNow, or Chat.
If you selected Transcripts, choose a call transcript from the list and click + Add to add it as a source. To find a specific transcript from the list, use the Search bar.
Transcript selection
Transcripts include meeting chat messages alongside the spoken transcript. Expired transcripts cannot be added.
For information about updating the meeting transcript retention period, see the Context and Data documentation.
If you selected ServiceNow, enter a Record Number and optionally select a Table from the drop-down menu.
ServiceNow records
You can add multiple ServiceNow records from either the same or different tables.
Click Preview to view a short description of the record. If the record is correct, click + Add to add it to the report.
If you selected Chat, choose a chat channel from the drop-down menu. Use the date and time filters to narrow the chats to a specific time period.
Time zone
Date and time filters use your local time zone.
Click Preview to view a preview of messages from the selected time period. Click + Add to add the messages to the report.
Once you have finished selecting sources, click Done.
Instructions & Settings
In the Instructions & Settings section, tell AI Incident Assistant what you'd like it to generate from the selected context sources.
Populate the following fields in this section:
Field | Description |
|---|---|
Title (Optional) | Enter a title for the report. Leave this field blank and AI Incident Assistant will generate a title based on the content you selected. The title can be edited after the report is generated. |
What should Biggy generate? | Enter instructions for what AI Incident Assistant should generate from the context. If you use a specific report type often, you can create presets for later use. To create a preset, click Presets > Create Preset. Give the preset a descriptive Name, and select whether you would like it to be Public (visible to everyone in your organization) or Private (visible only to you). Enter your Preset Prompt and click Save Preset. |
Tags (Optional) | Optionally add tags to organize or filter the report list. See Manage Report Tags for more information. |
Visibility | Toggle on to make the report visible to everyone in your organization. Toggle off to make the report only visible to you. |
Reasoning Level | Select the level of reasoning that should be used to generate the report. Higher reasoning levels provide a more thorough analysis, but take longer to generate. |
After editing instructions and settings, click Generate to create the report.
View a Multi-Context Report
Select a multi-context report from the list to view report details in the right pane.
At the top of the report, basic information about the report is displayed. The following information is available:
Report title
Name of the person who generated the report
Date the report was generated
Report tags
Report visibility
The report title, report tags, and report visibility can be edited.
The Context Sources section lists the sources used to generate the report.
The Generated Report section displays the body of the report. Use the buttons at the top of this section to take action on the report. The following options are available:
Expand - view a full page version of the report.
Copy - copy the report as Markdown, Plaintext, or for Google Docs.
Download - download the report as a PDF, .docx, .txt, or .md file.
Export - send the report externally as an email, Slack or Teams message, or ServiceNow work note or comment.
Delete - permanently delete the report.
Regenerate - provide feedback and additional instructions for correcting the report, and regenerate it.
Manage Multi-Context Reports
The list of generated reports appears on the left side of the Multi-Context Generation page.
Click the Filter button to search for reports with specific tags. View only your reports by toggling the Only Mine option.
Click the Refresh button to refresh the list of reports.
Manage Multi-Context Report Tags
You can optionally add tags to reports to filter the multi-context report list. Tags can be managed from the report list, or the Instructions & Settings section of the report creation screen.
To create or edit a tag, click the Settings icon. This opens the Manage Report Tags panel.
To create a tag, enter a Name for the tag, and select a Color to represent it. Click + Create.
To edit a tag, find it in the list of tags and click the Edit icon. Make changes to the Name or Color and click Save.
To delete a tag, find it in the list of Existing Tags and click the Trash can icon.