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ServiceNow AI agent possibility to create reports in agent chat

MDBilalI
Giga Contributor

Hello all,

 

I want to check one scenario:

In ServiceNow AI agent is it possible to create reports directly in the agent chat for example if user asks to create a bar chart report for all open incidents grouped by priority, so then agent create it and user able to apply filters as well. (Reports should not be saved in the report table, it should only be available on chat)

 

is it Possible or not? please provide your responses.

 

Thanks,

Bilal

5 REPLIES 5

Dr Atul G- LNG
Tera Patron

Hi @MDBilalI 

You can create report from Now Assist

 

Platform Academy: Crafting custom dashboards and reports for Now Assist

 

https://youtu.be/A5o1jpJeMVA?si=g28415v32JRDtR8S

 

*************************************************************************************************************
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG

****************************************************************************************************************
Discover how to shape meaningful insights from your Now Assist data with simple, flexible reporting tools. This session highlights approachable ways to build dashboards that give admins and platform owners better visibility and control. Learn how to unlock more value from Now Assist with reporting

Tanushree Maiti
Tera Patron

Hi @MDBilalI 

 

Chat windows only support querying data to return summaries, text, or links.

To create and share actual analytical reports, you must use the standard ServiceNow platform or administrative dashboards.

 

As per my understanding , you cannot build, format, or generate visual charts and graphs directly inside a user-facing AI.

 

 

Please Accept the solution if it assisted you with your question & Mark this response as Helpful.
Regards
Tanushree Maiti
ServiceNow Technical Architect
LinkedIn: https://www.linkedin.com/in/tanushreemaiti

rpriyadarshy
Kilo Sage

  You Can utilize Concept of Knowledge Graph for some kind of Dynamic Content in terms of Query response but not exactly the Report . Knowledge Graph provides a connected representation of data that maps entities and their relationships, adding context and meaning to information to enable intelligent search, insights, and AI-driven experiences.

 

For exmaple let have this one- List all Change Requests with a Configuration item set that is also the Affected CI on Incident INC0010074..........

 

Here’s a sample query for a multi-table hop: You need to create TAGS (ITSM Report) and Connect the nodes and edges.

 

Incident [incident] > Configuration Item [cmdb_ci] > Affected CI [task_ci] > Change Request [change_request]. 

 

https://www.servicenow.com/docs/r/intelligent-experiences/knowledge-graph/natural-language-queries-e...

https://www.servicenow.com/docs/r/intelligent-experiences/knowledge-graph/example-use-case-for-knowl...

 

Here is a sample Output and Outline

 

With Knowledge Graph capabilities available and known, let’s say You want to use it in the context of my ServiceNow AI agents. You can create an AI agent in ServiceNow that can execute the Knowledge Graph queries as a Tool.

 

There’s two ways that I’ll frame the use cases:

  1. AI agent configured for Knowledge Graph, where a human inputs the objective/query
  2. AI Agent configured with Knowledge Graph query baked into the instructions

 

AI Agent Setup for Knowledge Graph, where a human inputs the objective/query

Here’s a sample agent configuration setup with K-GRAPH.

 

AI agent name: 

ITSM Query Agent

 

rpriyadarshy_1-1784695849281.png

 

 

rpriyadarshy_0-1784695745337.png

 

 

You start exploring this 🙂

 

Regards

RP

Ehab Pilloor
Mega Sage

Hi @MDBilalI,

 

Its out of scope for Agent chat. You can create using Now Assist as Atul mentioned.

 

Please Accept this response as Solution if it assisted you with your question & Mark this response as Helpful.

 

Kind Regards,

Ehab Pilloor