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AI-Powered Case Insights Using Predictive Intelligence in AI Agents

HarshithaK
Tera Contributor

Overview

This article explains how to use Predictive Intelligence within a ServiceNow AI Agent to retrieve similar cases and escalation insights. This capability enables support teams to make faster, data-driven decisions by leveraging historical case data.

 

Creating a Predictive Intelligence Similarity Model

Before configuring the AI Agent, you must create a Predictive Intelligence Similarity Model.

 

Steps to Create the Model

  1. Navigate to:
    Predictive Intelligence → Similarity Solutions

  2. Click on New to create a similarity solution

  3. Provide the following details:

    • Name: Similar Cases Based on Product (or relevant use case)

    • Table: Customer Service Case (or your case table)

    • Fields for Similarity:

      • Short Description

      • Description

      • Product / Category

  4. Configure training options:

    • Select appropriate fields for comparison

    • Enable text-based similarity if required

  5. Click Train Model

    • The system will process historical case data

  6. Once training is complete:

    • Review model performance

    • Validate similarity results

  7. Click Publish

    • This makes the model available for AIAgent usage

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Use Case

The Similar Cases AI Agent allows users to:

  • Input a case number

  • Retrieve similar historical cases

  • Identify escalation trends

  • Gain actionable insights for faster issue resolution


Solution Architecture

The solution consists of:

  • AI Agent Configuration

  • Predictive Intelligence Similarity Model

  • Script-based Tool Integration


Step 1: Define the AI Agent Specialty

Navigate to:
AI Agent → Create and Manage → Define the Specialty

 

Agent Name

Similar Cases AI Agent

 

Description

Enables users to quickly access similar case histories and escalation insights by inputting a case number. Designed for support agents and case managers to support efficient case handling and decision-making.

 

Screenshot 2026-03-20 at 9.04.19 PM.png


Step 2: Add Tools and Information

Navigate to:
Add Tools and Information → Scripts

 

Tool Configuration

Tool Name

Similar Cases Prediction and Escalation Cases

Tool Description

This tool retrieves similar cases and escalation-related information using Predictive Intelligence. It accepts a case number as input and returns structured insights including similar cases and escalation details such as severity, trends, and assignment information. This helps support agents analyze past cases and make informed decisions quickly.

Screenshot 2026-03-20 at 9.04.33 PM.png

 

Input Parameter

  • case_number – Case number provided by the user


Execution Mode

  • Autonomous

Screenshot 2026-03-20 at 9.04.48 PM.png

 

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Step 3: How the Tool Works

The tool performs the following operations:

  1. Validates that a case number is provided

  2. Retrieves the corresponding case record

  3. Loads the Predictive Intelligence similarity model

  4. Executes prediction to find similar cases

  5. Filters and processes results

  6. Identifies escalation-related information


Step 4: AI Agent Instruction Flow

The AI Agent follows this sequence:

  1. Accept case number from user

  2. Invoke tool:
    "Similar Cases Prediction and Escalation Cases"

  3. Process the returned results

  4. Display structured output


Step 5: Output Format (Mandatory)

The response is generated as below:

Similar Cases

  • Case Number

  • Short Description

  • Confidence Score


Output

Screenshot 2026-03-20 at 9.24.13 PM.png


Benefits

  • Faster case resolution

  • Improved decision-making

  • Reduced manual effort

  • Enhanced agent productivity


Conclusion

Using Predictive Intelligence within AI Agents significantly enhances support operations in ServiceNow. The Similar Cases AI Agent provides meaningful insights into historical cases and escalation trends, enabling support teams to resolve issues efficiently and proactively manage escalations.

 

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