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ServiceNow AI Agent

The ServiceNow AI Agent is a an AI Agent that connects Autom Mate with ServiceNow ITSM.

It enables users to interact with ServiceNow using natural language while allowing controlled execution of actions through Autom Mate.


Overview

The agent allows users to:

  • Retrieve and view incidents

  • View resolved incidents

  • Add notes to incidents

  • Search knowledge base articles

  • Discover service catalog items

  • Create incidents

It works across conversational channels while keeping ServiceNow as the system of record.


Prerequisites

Before deploying the agent, ensure:

Autom Mate


ServiceNow

You must have:

  • ServiceNow instance URL

    • Example: https://your-instance.service-now.com

  • Credentials configured in Autom Mate Vault πŸ‘‰ Vaultarrow-up-right

Supported authentication:

  • Basic Authentication

  • OAuth


Required Permissions

ServiceNow user must have:

  • Incident table (incident) β†’ Create, Read, Update

  • Knowledge Base (kb_knowledge) β†’ Read

  • Service Catalog (sc_request / related) β†’ Read


Deploy the Agent

The ServiceNow AI Agent is pre-built and deployed through AI Agent Composer.

Step 1 β€” Open AI Agent Composer

πŸ‘‰ AI Agent Composerarrow-up-right


Step 2 β€” Import / Create Agent

Use the ready-made ServiceNow AI Agent template.


Step 3 β€” Configure Credentials

  • Connect your ServiceNow credential from Vault

  • Ensure correct instance URL and authentication


Step 4 β€” Configure Knowledge

To enable knowledge retrieval:

  • Go to Knowledge β†’ Applications

  • Select ServiceNow

  • Connect your ServiceNow instance

This allows the agent to access:

  • Knowledge articles

  • Service-related data


Step 5 β€” Configure Channels

Enable one or more channels:

  • WhatsApp

  • Microsoft Teams

  • Mate Chat


Step 6 β€” Test in Playground

Before going live:

  • Test interactions in Playground

  • Verify knowledge retrieval and actions


Capabilities (Out-of-the-Box)

The ServiceNow AI Agent includes the following actions:

Incident Management

  • Retrieve incident details

  • View incident status

  • View resolved incidents

  • Add notes to incidents

  • Create incidents


Knowledge Access

  • Search knowledge articles

  • Summarize results


Service Discovery

  • Identify relevant service catalog items


How It Works

  1. User sends a message via a channel

  2. AI model interprets the request

  3. Autom Mate selects the appropriate skill

  4. ServiceNow API is called

  5. Response is returned to the user


Execution Model

  • AI handles understanding and decision making

  • Autom Mate handles execution and integrations

  • ServiceNow remains the system of record


Safety and Permissions

By default:

  • The agent supports read operations

  • Write capabilities include:

    • Create incident

    • Add notes

All actions are executed using configured credentials and permissions.


Extending the Agent

The agent can be extended using Autom Mate workflows.

Examples:

  • Identity workflows (password reset, unlock account)

  • Device diagnostics and remediation

  • Application health checks

  • Cross-system incident resolution

This allows the agent to evolve from: β†’ assistant to β†’ automation execution layer


Channels

The ServiceNow AI Agent can be used through:

  • WhatsApp

  • Microsoft Teams

  • Mate Chat

Each channel provides the same capabilities through different interfaces.


Summary

The ServiceNow AI Agent provides a fast way to:

  • Enable conversational access to ServiceNow

  • Reduce dependency on the ServiceNow UI

  • Automate service interactions

  • Extend into cross-system workflows

All while maintaining control, permissions, and auditability.

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