AI Academy: Catalog item generation with Now Assist
all right let's go ahead and get started again welcome everyone to the AI academy uh let's uh move along with our slides here so as always please take note of our foreign looking statement because we are going to be potentially making forward looking statements in this Academy next slide as always check out our uh Community forum for generative Ai and intelligence there you can find the latest information ask questions give answers all of you are experts uh so definitely feel free to help out those uh who who have questions on the community forum and learn the latest including information about our news anido features for those of you who are following or if you have colleagues who can't make it we also record all our's uh videos and upload them to YouTube so after this Academy feel free to look out to for this video on YouTube and in the coming days if you have any questions actually next slide here thank you if you have any questions uh please use the Q&A button at the bottom there and cartic and my team and I will be reading the questions regarding either today's topic or perhaps uh AI in general uh we also uh again this session will be recorded and is ultimately for you so uh you know uh sit back relax enjoy learn everything new that's coming in next slide so goals for today we're going to do an overview and demo that's going to be like the first 15 minutes of best practices for five minutes and then the last five minutes we will dedicate purely to Q&A and you're probably wondering what are we going to talk about today well that's a great question so with that go to the next slide here today we're going to be talking about catalog item generation using now assist that's right you will you you can now use generative AI to type in a text and that will automatically generate a catalog item for you and with me today to share this awesome new feature is cark Isola product manager of ux Foundations and that cark thank you for joining and uh you can take it from here yeah thank you so much Victor hey everyone thanks for joining uh yeah I'm I'm KK I'm the product manager for service catalog catalog Builder and conversational catalog so today I'd like to demo the catalog item generation feature where we use llm to generate a catalog item so uh at a brief the catalog generation is uses the generic lln to generate catalog item to start with in the very first release which which happened in may we generate the item details like description short description item name and question details like uh labels of the question help text choices default value and so on going forward we will add capabilities to add Dynamic behavior that is UI policies uh autopop feature even further we will we will add uh we will integrate with text to code to add client script capability and also to generate flow fulfillment using the text to flow feature so the the main benefit of of this is obviously the creation of the catalog items becomes FAS uh as it only takes a few seconds to generate the catalog item and you using only a text prompt you can generate the the the catalog item right now part of the catalog item but going forward in future the uh we aim to allow you to generate the entire catalog item using just text prompt and also it does not require technical or service platform knowledge to to start creating catalog items which otherwise you would have uh required so before we go into the demo uh just a quick PSE check we would want to know uh if you have plans to use NIS for catalog generation what is the purpose of that do you would you do you want to use that to let business owners create catalog items for themselves or do you want to make it easier and faster for developers to create catalog items or anything else if others pleas please do put in chat that'll help us in evaluating the future road map great thank you we're getting great participation uh 30 40% 41% have of the of our group have now participated I'll just leave this on for just a few more seconds then we'll end the poll and potentially even share the results uh while this poll is being read a quick question to you cartic of if someone wants to use this feature what version do they have to be on uh they would they would have to be on Washington and uh they would need to have the nowes for Creator uh application great okay let's go ahead and end this poll oh we gu still got some more folks coming in okay uh two more makes a 100 so if you haven't uh one more great thank you so much all right let's go ahead and end this poll here and we'll see that I'm going to share the results here um yeah we got a good sampling here 40% wants to let business users create the items for themselves uh 54% for developers and 177% for others awesome um thank you for for that let's go ahead and uh continue on all right yeah thanks Victor and those of you who said others please do put it in chat that we we know what you're looking for all right with the without further Ado let's go to a demo oop the first thing we'll check is if the skill is active uh nist for catalog generation is bundled as part of the naris for Creator application so when you install the NIS for Creator you would get the NIS for catalog generation automatically so when you go to the now admin and features under that this will list all the features of nist all the skills and under the Creator you should see the service catalog and this is active so when this is active you know that you have the required skill to start generating catalog items and catalog generation is integrated with catalog Builder so the first thing that we would want to do is to launch catalog Builder so if not started using catalog Builder we urge that you start using catalog Builder start involving that in your process of creating uh catalog items where you can use catalog catalog Builder to let your business owners to create catalog simple catalog items thereby making making the process a little more democratized so let's start by creating a new catalog item it template so far the familiar and this is the new Step that you would see if you have the app installed and the skill active so you previously you would have directly landed on the details page now you now you would land on the nowy page where you can actually describe the item that you want to create so the item that uh you you want to create you can keep it as generic if you don't uh if you yet to figure out what are the questions what what should be the content of the item you you can just say uh I want to create a item for let's say 15 Pro right so this should generate you catalog item for for iPhone 15 Pro I have not provided any questions or any other details so this will use the generic model that we have and and generate the catalog item for you so let's click on preview and pin it on another tab so that we know what is being generated so using by this the llm is using the information that it already has all the training that has it has already got to to generate this this catalog item let's see how it has performed this instance seems to be a little slow let's I hope the weight the weight is worth it meanwhile you can actually check that the item has been created has been populated the short description the description has also been populated and so are the questions and the indication of the sparkle icon tells you that okay these were created using AI okay so you see that the item has been generated uh it it took the information was already available with it and it generated these three questions so so so this is generated without giving any specific prompt now let's say you want to you want to be more specific you want uh you have something in mind you want to generate uh specific catalog item and you also want to specify the questions you can do that let's say I want to create a catalog item for travel request ask for passport which should be M um ask for date of travel um and business ination and ask for Destination country right one to uh cor country table let's see how LM does this time so I've specifically mentioned that I need uh some questions and I've I've I've told that one of the questions uh should be mandatory I also mentioned that all right so it has generated data travel though it ask okay it maybe I could have been little more clearer uh put details which should be [Music] question so the trick is to be be as detailed as possible uh ultimately it is llm so it is trying to interpret the instruction that you have you have given so so in in in in the one that I have given it it interpreted it as asking for a uh yes or no sort of version or checkbox and hence it it generated that uh so if if he would be more detailed and clear it it should generate single and takes we we'll try that but let's see how it did with the others so date of travel it correctly identifies identified as a date time date question business justification is a multi-line text and destination country oops this this instance doesn't have uh any countries let me see let's just check out if this question was correctly mapped to the right table on y it did map to the country table uh just that this this instance does not have any countries listed in the table or was it the uh the error that is causing it but anyway so we see that the the table was current correctly mapped and the the trick was to give the uh exact name of the table uh so in the first release we would want you to give the exact name we do realize that maybe business owners might not know might not know this but uh rest short going forward we will uh improve this so we will ensure that the tables are automatically picked up when you when you give the uh the name of the table so let's do a final check yeah so it directly pick the right table so that is how you can create uh or generate a catalog item you could add more information or or for example uh Creator and xation which says uh make sure you select the destination country country of let's say Orin right you can so this this should add the help text and we can also say that question purpose of travel options being internal external and custom visit make customer visit the default and let's see let's try and see if this gets corrected all right let's see how this time llm does so I've given one additional questions where I've mentioned the the options that would that I would want and I also mentioned that one of them should be default value and I also asked it to generate a help text for one of the questions so let's see how it performs generate okay this time it it got this correct it it correctly identified this a single text date was right res notification this is mapped to the correct one and the purpose has been cre uh purpose question is generated along with customers it being the default and Ure you s so the help text is also created for this you we need not have given the help exactly we could have uh just asked it to uh asked it to generate the text uh in this case have given the exact text but you can ask it to generate the text by giving what you want uh it to be so as you see this is the output and with just a simple text prompt uh of about sp6 lines I was able to generate the entire catalog item so the idea is that uh we all there's a process where you collect requirements collect information uh to start creating cat item uh so we want you to start probably using that to to generate the catalog items and use llm to to Aid you in generating the catalog items and to start with as I said before we will generate details and questions but going forward we'll also generate fulfillment and dynamic behavior that is UI policies which we don't support in in this version yet all right so that is about the demo let's go back to are sign okay so so the best practices for text to catalog one is be clear and concise that is provide detailed and precise descriptions of the catalog item including it purpose features and any specific configuration like like I have given in case of the uh the destination question for generating help text or for the purpose question to generate the option and the default value right clearly outline any mandatory Fields help text type of the question options and default value if you want some you know what you want you know the type of the question is let's say radio buttons or a checkbox you can specify that and LM LM will generate that if you don't specify LM will try and give you the best possible option but uh if you want to be dou short you can present present that information to llm and it'll always uh honor that then stick to Industry standard terms uh and avoid Jons as uh again it's an it's an AI it's a LM and it might get confused especially if you're using uh terms which are internal to your your instance and your company it might confuse AI you can you can try it but there are chances that it'll it will confuse it so use tricking to industrys would uh give you best results regarding the question description uh please do specify the exact table name for for reference questions uh for now that is uh that is how this would pick up the reference question or reference two tables going forward we will in on that but right now you have to give the exact table name and for you can also generate record producers uh for for record producer you you have to specify the exact field name if you want to map uh question to a particular field and finally this is AI generated so always always review the generated catalog the content to ensure accuracy and completeness uh it could be that some of the questions that you mentioned could be overlooked and skipped by AI it has happened uh and it's not a guarantee that it'll always give you most of the time it it does but there could be chances where uh it it can mess up with one or two questions or complete ignore or skip them so please do ensure that you review the generated item content for accuracy and completeness all right that's about it for Best Practices let's see if there any questions yeah thanks KK so yeah someone had a question you know can this work for record producers the answer I I believe is yes based on your best practices right do they have to specify whether or not it's a record producer or a catalog item yeah so uh the in in catalog Builder world the record produc or standard catalog item is determined by the temp template so uh if you use a different template then we would create the record producer and you can use the same now assist feature to generate the record producer as well so the the the whole process is just the same one additional thing for record producer is that if you want to map it to a particular uh particular field then you can specify that in your text prompt got it and um let's see what about adding approval task or request is that possible not in this release because that is a part of fulfillment and that would uh uh that would come later when we add the ability to generate fulfillment but as right now that would be a mum step got it uh next question how specific can you be can you specify the type of question checkbox radio box free text or can you tell it to use a particular notification I believe the first half is yes but then what about this particular notification I'm not sure what that means yeah me neither but certainly for the first part that's a yes right you can specify the type of question yes I'll just put that in there type type type okay uh can the results be tuned oh that's a search question will skip that or I'll I'll address that separately uh can that's probably can you you or can you get it to reuse existing elements I don't know about that yeah anyway uh go ahead did you have something no I'm guessing it is related to fulfillment uh but I'm not sure if it is related to fulfillment then yeah we we don't have the ability to generate fulfillment as of now in future we will we will add that but if there is something else then probably if you can put that in chat we will know great awesome um next question when will analysis be available for feder ramp customers so uh my colleague Andre could answer that separately next question in the case of wanting to refine the generation like what is happening in the demo with adding extra info is all is that all included in one catalog assist or or does it trigger research of additional assists good question Kristen yep great question Kristen uh right now it's additional assist but we are uh trying to see go for a model where you we generate an preview and before you uh accept you can regenerate multiple times so so we are trying to go for that model but as of now uh in in the May release if you regenerate then it will count as SS so every generation will count into your SS uh can AI also set related references such as Jesus criteria and flow yeah not as of now uh it is in a road map but today it will only generate questions and details going forward we will generate flow and also uh probably look at solving for user criteria but as of now it doesn't Okay uh number person ask we were able to get the assist plugins installed they don't see uh create catalog em not available is this something we need to request separately uh no once you install the analysist for Creator plugin and by the way you need a Washington instance you need to update your Anis for Creator plug-in and then you should be able to see catalog item generation as a skill under the what is it uh Creator uh section right Kik yes yeah do you need any special roles for for for catalog generation no the theal Builder catalog Builder uh roles that is uh catalog build editor role should be sufficient to generate catalog items sounds good uh let's see can I understand conditional questions so yeah that is dynamic Behavior or UI policies that again is not available yet so that that is the next thing that is going going to come uh uh can't can't say when but yeah it is the backlog and definitely the next one that we working on is to generate the ability to generate Dynamic Behavior where you can provide conditions and actions great thanks yeah there were some similar questions about like reference qualifier scripting I assume that's all going to come later right yes yeah cool uh can it be used to generate something like creating a ticket that's basically a record producer right great yeah it's a Rec producer so you guys you can absolutely use it to create something like a GIC ticket uh it's a Rec producer you would obviously in the template you might want to Define which table uh the record proc should point to but the content of the item itself can be generated using the llm right uh let's see just moving right along uh how are modifications handled to AI generated catalog items I assume this you know once you generate the catalog item you can just edit it manually right you don't need to go it through AI again right yeah you can you can edit it edit it manually it is like as uh you've generated the item it is still draft item uh in catalog Builder you can edit as much as you want and once you are ready you can publish it great uh next question can this feature create Legacy workflows as part of fulfillment no not as of now and I don't think it will be part of our future also because uh we are moving away from Legacy workflows towards full uh Flow Design flows and playbooks yeah so that's a great Point car just a broader Point Legacy workflows yes it's still out there yes we know it's it's very popular and and and very and very much used but we do recommend you try out um our our other flow tools because those are the ones getting the most innovation the most uh um you know uh updates uh moving forward so just a broad recommendation there if you go if you attend our workflow Academy they're going to tell you the same thing okay so uh Mike asks can you tell us to can you tell to use specific variable sets that you may be using in other catalog items not as of now Mike uh we we had that in in the backlog but you can't specify variable set right now is a variable set can obviously can Define from the template uh all all the template feature will still work but you can't you can't generate the variable set or associate with the variable set using gen got right will recognize custom tables good question uh it will provided you you give the exact table name uh so what happens is when it can extract the exact table name and try to map it if the table exists then it will it will map it so if you give the exact table name it it should ideally work got it uh can the Fulfillment be done using Playbook gen using now assist can we link these generated entities so Playbook gen is a separate feature uh and it does separate things but can we link these two things together uh not through catalog builder in the back end but but today for play there is there's no Trigger or there's no direct integration between Playbook and service service catalog which uh we are trying to address in one of the Future Family releases uh so once that happens you can do that today you instead of Playbook you can use the you can use text to flow to generate the Fulfillment flow and Associate that generated flow to the catalog item either in catalog Builder or in from platform great um and then two more questions and then we'll be then we're pretty much done um can now assist prompts be passed through through API calls or flow actions uh this go ahead yeah great question but no not not today uh uh as of today it is only through catalog Builder through the UI but uh yeah it's a it's a yeah great use case but uh as of now the answer is no you can't do that right and then last question can we add reviewers through text prompt also that's kind of that's a good question too H interes okay shs no but uh yeah we we we are looking to bring an out of the box governance process for catalog in catalog builder in one of the future releases uh so right now planning for that we will definit definitely take this as a feedback and and add it add it to as as a feature but as of now the answer is no that's sure well hey we reached the end of our questions and right on time so hey thank you everyone for attending our Academy thank you for your attention for all your questions like I mentioned after uh this we're going to get the video we're going to then um upload it to YouTube so that you and your colleagues can review everything we've gone over thank you to cark for his time as well and I hope you all have a great rest of your day thank you everyone thank you everyone
https://www.youtube.com/watch?v=vw7zbbQEhBs