Generating an incident summary for faster resolution


Generate a concise and structured incident summary to gain a better understanding of the incident and accelerate resolution. The incident summary is generated based on the key incident details, such as the description, summary, activity notes, company, and customer details.

To generate the incident summary, you must have edit access to incidents. You cannot edit an incident summary. If there are significant updates to an incident, we recommend regenerating the incident summary to ensure the summary is based on the recent updates. You can generate the incident summary from the web and mobile interfaces of BMC Helix ITSM.

Scenario

Carl, a service desk agent at Apex Global, analyzes the Connection failure incident that is assigned to him. The incident has a long description and has multiple activity notes.
It would take him a lot of time to read the description, understand it, and drive it to a resolution. Therefore, he clicks "Summarize incident" within the incident record to view a clear and concise description that incorporates all available details.
He uses the summary to understand the customer's issue and drives the resolution.

Before you begin

Make sure that the HelixGPT-Assistant-Service-URL CCS parameter is set and all configurations are complete.
For more information about the configurations, see 

To generate the incident summary

  1. In BMC Helix ITSM, open the incident that you want to summarize.
  2. In the Generate incident summary using HelixGPT section, click Summarize incident.
    The incident summary is displayed.
    1764166821813-637.png
    An activity note is added to the incident.
    1763110629857-548.png
  3. (Optional) To regenerate the incident summary, click 1763111125948-790.png.
  4. (Optional) To copy the summary to your clipboard, click 1763110728108-307.png.
  5. (Optional) To send the summary in an email, click 1763110813054-582.png.
    The summary is prepopulated in the message body.
    1. In the Compose email window, in the To field, enter the recipient's email ID.
    2. Enter the Subject of the email.
    3. (Optional) Edit your email in the message body.
    4. Click Send.

Related topics

Configuring settings to use Agentic AI

 

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BMC Helix ITSM: Service Desk 26.1