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Autonomous Workforce is bringing AI Specialists to CSM :AI teammates that self-assign, research, and resolve cases end-to-end. This session is your first look at the CRM Case Management AI Specialist ahead of its Q4 general availability, with a live demo of configuration and usage in the portal. We'll cover how the specialist is grounded: how fixed instructions and per-customer configuration values work together, how memory scope and deep research settings shape accuracy, and how to clone and configure an out-of-the-box specialist rather than build one from scratch.
Join Fernando Castro, Sr PM for CRM AI, to learn:
- What the CRM Case Management AI Specialist is and how it fits into the Autonomous Workforce evolution
- How grounding works for a Specialist: fixed instructions, customer-specific values, memory scope, and deep research depth
- The eight-step framework for cloning, testing, and activating an OOTB specialist
- Where grounding most commonly breaks down, and how to validate before go-live
Don't miss out on this opportunity to connect with ServiceNow experts and get your questions answered! Register today!
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