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45 changes: 34 additions & 11 deletions src/implementation_methodology/imp-snow.qmd
Original file line number Diff line number Diff line change
Expand Up @@ -13,13 +13,16 @@ Follow steps [here](https://developer.servicenow.com/dev.do#!/learn/learning-pla
2. Click on the drop down arrow near your profile in top right corner and select "Manage Instance Password"
![](../../images/snow_creds.png)
3. Save values for:
* Instance URL
* Username
* Instance URL (e.g. https://dev123456.service-now.com/)
* Username (e.g. admin)
* Password
4. Exit. Within "My Instance" view, select "Start Building"
5. Select "All" in the top navigation panel and search "System OAuth" and select "Application Registry"
![](../../images/snow_application_registry.png)
6. In the top right select "New" and select "Create an OAuth API endpoint for external clients"
7. Enter necessary details and save the Client ID and Client Secret for later use
![](../../images/snow_create_OAuth_application.png)
7. Enter necessary details and save the **Client ID** and **Client Secret** for later use
![](../../images/snow_applicationi_registry_credentials.png)

## Assistant Integration
There are two ways in which the ServiceNow application can be integrated to the Assistant:
Expand All @@ -28,19 +31,39 @@ There are two ways in which the ServiceNow application can be integrated to the
* [Assistant Custom Extension](#assistant-custom-extension)

### watson<span style="color:#2c62f5;">x</span> Orchestrate Skill
1. Within the watson<span style="color:#2c62f5;">x</span> orchestrate platform, navigate to the sidebar and select "Chat"
2. In the dropdown menu in the top select the right target Assistant environment
3. Select "Add skills from the catalog" and select "ServiceNow"
4. In the top right select "Connect App"
5. Enter values [Acquire Relevant Instance Credentials](#acquire-relevant-instance-credentials):
1. Within the watson<span style="color:#2c62f5;">x</span> orchestrate platform, navigate to the sidebar and select **"Manage team"**
2. Select **"Skill sets" tab**
1. select the environment that you're working on from the drop down.
1. Select "Connections" Tab
1. Search for your desired connections
1. Click on the three dots of that connection -> select "Connect App"

![](../../images/snow_connect_app.png)

3. A pop-up panel will appear. Select "Team credentials" and select "Connect app". Enter values [Acquire Relevant Instance Credentials](#acquire-relevant-instance-credentials):
* **Enpoint URL** -> Step 3
* **Username** -> Step 3
* **Password** -> Step 3
* **Client ID** -> Step 7
* **Client Secret** -> Step 7
6. Select "Connect App"
7. Navigate to the platforms sidebar and select "AI Assistant Builder"
8. Within the "Actions" section of the buider, select "New Action+" -> "Action from skills" -> appropriate ServiceNow skill
4. Select "Connect App".
5. Once you've established the connection, navigate to the platforms sidebar and select **"AI Assistant Builder"**
6. Within the "Actions" section of the builder, select "New Action+" -> "Skill-based action"
![](../../images/snow_create_skillbased_action.png)
7. Select from the list of ServiceNow Skill that's appropriate for your use case, and click "Next"

*Below is an example of "Create an Incident"*

8. When prompted with "New action", enter starting phrases that users would enter to trigger this action. For example, for "Create an incident" skill, one could enter "create a servicenow incident" and "i want to submit servicenow incident".
![](../../images/snow_create_an_incident_example_starter_phrases.png)
9. Once you've entered a few starting phrase, try click "Preview" and start interacting with the assistant!
![](../../images/snow_create_an_incident.png)
10. To view "Create an incident" information in ServiceNow:
1. Navigate to the "Incidents" view under "Service Desk" in ServiceNow to check the submitted incident.
![](../../images/snow_incidents_table.png)
2. View the incident logs
![](../../images/snow_incidents_table_view.png)


### Assistant Custom Extension

Expand Down
22 changes: 14 additions & 8 deletions src/implementation_methodology/imp-workday.qmd
Original file line number Diff line number Diff line change
Expand Up @@ -6,11 +6,17 @@ format: html
## Assistant Integration

### watson<span style="color:#2c62f5;">x</span> Orchestrate Skill
1. Within the watson<span style="color:#2c62f5;">x</span> orchestrate platform, navigate to the sidebar and select "Chat"
2. In the dropdown menu in the top select the right target Assistant environment
3. Select "Add skills from the catalog" and select "Workday"
4. In the top right select "Connect App"
5. Enter the appropriate values
6. Select "Connect App"
7. Navigate to the platforms sidebar and select "AI Assistant Builder"
8. Within the "Actions" section of the buider, select "New Action+" -> "Action from skills" -> appropriate Workday skill
1. Within the watson<span style="color:#2c62f5;">x</span> orchestrate platform, navigate to the sidebar and select **"Manage team"**
2. Select **"Skill sets" tab**
1. select the environment that you're working on from the drop down.
1. Select "Connections" Tab
1. Search for your desired connections
1. Click on the three dots of that connection -> select "Connect App"
![](../../images/workday_connections.png)

3. A pop-up panel will appear. Select "Team credentials" and select "Connect app".
4. Enter "Client ID"
5. Once you've established the connection, navigate to the platforms sidebar and select **"AI Assistant Builder"**
6. Within the "Actions" section of the builder, select "New Action+" -> "Skill-based action"
![](../../images/snow_create_skillbased_action.png)
7. Select from the list of Workday Skill that's appropriate for your use case, and click "Next".