Claire Russell
ServiceNow Employee
ServiceNow Employee

Incident Investigator 

Plugin: AI Agents for Health and Safety (sn_hs_ai_agents)

Persona: Health and Safety Teams using Health and Safety Incident Management

Agentic workflow name: Create actions for safety incidents

Roles:  requires [now_assist_panel_user]

Docs page: link to docs. 

 

With ServiceNow’s investment in Agentic AI, customers can now use agentic AI to reduce manual effort during safety investigations. Utilizing ServiceNow’s LLM, Incident Investigator is the first use case of Agentic AI for the Health and Safety Product.

 

For customers utilizing Health and Safety Incident Management, Incident Investigator streamlines the investigation process and reduces time and manual effort for safety teams working on Health and Safety Incidents.  Agentic AI will gather and analyze relevant incidents, knowledge articles, and previously submitted corrective and preventive actions for historical insight. From this analysis, an AI agent will generate draft actions to create an incident action plan that the EHS team can then select relevant actions to be automatically generated. By reducing repetitive and manual tasks, Incident Investigator drives efficiency during incident investigations. The Agent can be triggered either automatically or manually. 

 

How to use: Automatic Trigger 

  • Navigate to the Health and Safety Workspace 
  • Open a Health and Safety Incident Record 

In order to automatically trigger the AI Agent, the assigned to field needs to be populated and the short description, description, or the sequence of events is not empty. 

 

  • Assign the Health and Safety Incident Record to yourself. Note that the short description, description, or sequence of events is populated. 
  • Open the Now Assist Panel with the notification 

Screenshot 2025-08-22 at 11.22.55 AM.png

 

  • View the recommended actions 

Screenshot 2025-08-22 at 11.23.37 AM.png

 

  • Specify which actions to create by inputting the number into chat 

 

Screenshot 2025-06-23 at 5.37.20 PM.png

The AI Agent will generate an action based on the selected choice. 

 

Screenshot 2025-06-23 at 5.38.39 PM.png

The action will assign to the assigned to user on the Health and Safety Incident but can be reassigned to anyone across the organization. 

 

Screenshot 2025-06-23 at 5.39.09 PM.png

 

How to Use: Manual trigger

 

 

  • Navigate to the Health and Safety Workspace 
  • Open a Health and Safety Incident record

Screenshot 2025-06-23 at 5.27.36 PM.png

 

  •  Open the Now Assist panel by selecting the sparkles Screenshot 2025-06-23 at 5.28.24 PM.png

  •  In the Now Assist panel type "Help me analyze health and safety incident ${number}" with your Incident record number entered

Screenshot 2025-06-23 at 5.32.11 PM.png

 The AI agent will then analyze the Health and Safety incident, similar Health and Safety incidents, previous actions, and relevant knowledge articles to generate a plan 

 

Screenshot 2025-06-23 at 5.34.36 PM.png

 

Once a recommended action plan has been generated, input the corresponding number for the action(s) that you'd like to create.

                  Ex. 2. 

 

Screenshot 2025-06-23 at 5.37.20 PM.png

The AI Agent will generate an action based on the selected choice. 

 

Screenshot 2025-06-23 at 5.38.39 PM.png

The action will assign to the assigned to user on the Health and Safety Incident but can be reassigned to anyone across the organization. 

 

Screenshot 2025-06-23 at 5.39.09 PM.png

 

Note: The above example walks through the creation of a single corrective or preventive action but multiple can be generated at once depending on the EHS team members input. 

 

How to Set Up: 

Download Now Assist for Health and Safety (sn_hs_gen_ai) v1.0.1

Screenshot 2025-06-23 at 5.44.10 PM.png
Download AI Agents  for Health and Safety  (sn_hs_ai_agents) v1.0.0

Screenshot 2025-06-23 at 5.45.18 PM.png

 

  • Navigate to AI Agent Studio 

Screenshot 2025-06-23 at 5.46.34 PM.png

  •  Select Overview
  • In the Agent Studio Workspace select Explore all 
  • Filter and search for Create actions for safety incidents
  • Select to open

Screenshot 2025-06-23 at 5.49.59 PM.png

  • Review the information and instructions
  • Select continue
  • Verify the status is active 

     

     

    Screenshot 2025-06-23 at 5.51.58 PM.png

 

  • Verify the Now Assist Panel display is highlighted 

 

Screenshot 2025-06-23 at 5.55.23 PM.png

  • Select save and test

Your AI agent should now be active and ready to use.

For more info refer to docs docs. 

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