--- sourceDocument: Brazil Strategic Portfolio Management sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management Release : - brazil ft:locale : - en-US ft:publication_title : - Brazil Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # ServiceNow Otto for Strategic Portfolio Management # ServiceNow Otto for Strategic Portfolio Management {#ariaid-title1} Release version: Brazil Updated September 10, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of ServiceNow Otto for Strategic Portfolio Management The ServiceNow Otto for Strategic Portfolio Management application integrates generative AI capabilities into strategic planning, project, and demand management workflows. It enables users to summarize feedback, create demands through conversational experiences, generate project insights, and create stories from epics, streamlining workflows and enhancing decision-making. Show full answer Show less ## Key Features * **Generative AI Integration:** Automates manual tasks by summarizing strategic planning feedback, generating stories, and providing insights to improve project outcomes. * **Conversational Demand Creation:** Facilitates demand creation using intuitive conversational AI skills. * **AI Licensing Tiers:** Offers three tiers---Foundation (basic AI insights), Advanced (enhanced productivity), and Prime (autonomous AI actions and custom AI creation)---allowing customers to choose capabilities that fit their needs. * **AI Platform Features:** Includes generative AI skills, agentic workflows, and AI agents to optimize portfolio management. * **Data Handling and Privacy:** Transferred data is processed according to ServiceNow's internal policies, with options for customers to opt out of data collection to protect privacy. ## Important Considerations * Access to AI features depends on licensing and regional availability; some AI capabilities are restricted in regulated markets, FedRAMP, NSC DOD IL5, Australia IRAP-Protected data centers, and self-hosted environments. * AI outputs may not always be fully accurate or appropriate, requiring human oversight, especially in critical sectors like healthcare, finance, legal, and security. * Customers should test AI-generated results thoroughly before applying them in consequential decisions. * Users must comply with ServiceNow's AI Acceptable Use Policy. ## Getting Help and Troubleshooting Customers can access the Known Error Portal for documented issues and contact ServiceNow Customer Service and Support for assistance. ## Next Steps for ServiceNow Customers * Evaluate which AI licensing tier fits your organizational needs and compliance requirements. * Incorporate ServiceNow Otto AI skills and agents into your strategic portfolio and project management processes for enhanced efficiency. * Monitor regional and regulatory availability for AI features relevant to your deployment environment. * Apply human oversight when using AI-generated outputs and review ServiceNow's AI policies regularly. Use the ServiceNow Otto for Strategic Portfolio Management application to summarize feedback in Strategic Planning or text in Docs, create a demand with a conversational experience, generate insights for projects, and generate stories from epics. Product, project, and demand managers can use the ServiceNow Otto skills and AI agents to streamline their projects and workflows. ## Get started with AI {#now-assist-spm__section_fmn_fr5_zjc} Use the ServiceNow Otto for Strategic Portfolio Management application to integrate generative AI capabilities into your daily workflow, thereby minimizing manual tasks while enhancing conformance visibility and optimization insights. The ServiceNow AI Platform now brings you a new AI experience with three licensing tiers available: * Foundation: AI basics to deliver insights * Advanced: AI to boost productivity across relevant use cases * Prime: Act autonomously with all AI assets, and create your own {#now-assist-spm__ul_szz_vjt_43c}For more information, see [ServiceNow product tiers](https://www.servicenow.com/docs/access?context=ai-native-sku-overview&version=brazil&pubname=brazil-intelligent-experiences&ft:locale=en-US). For information about AI assets that are available on the ServiceNow AI Platform, see the following topics: * [Generative AI skills](https://www.servicenow.com/docs/access?context=now-assist-skills&version=brazil&pubname=brazil-intelligent-experiences&ft:locale=en-US) * [Agentic workflows](https://www.servicenow.com/docs/access?context=sn-aia-use-cases-list&version=brazil&pubname=brazil-intelligent-experiences&ft:locale=en-US) {#now-assist-spm__ul_osh_bmt_43c} Note: Depending on your license, you will have access to certain application features, generative AI skills, agentic workflows, and AI agents. For more information, see [ServiceNow product tiers](https://www.servicenow.com/docs/access?context=ai-native-sku-overview&version=brazil&pubname=brazil-intelligent-experiences&ft:locale=en-US). Important: * Not all model providers are available for customers with in-country SKUs, and some AI products/features are currently unavailable for in-country customers. For more information, see the [KB1584492](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1584492) article in the Now Support Knowledge Base. Be sure to check for model provider availability updates in future releases.{#now-assist-spm__na-in-country-notice} * Some AI products/features are currently unavailable for customers in the FedRAMP, NSC DOD IL5, or Australia IRAP-Protected data centers, self-hosted customers, or in other restricted environments. For more information, see the [KB0743854](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0743854) article in the Now Support Knowledge Base. Be sure to check for availability updates in future releases.{#now-assist-spm__na-restricted-envs-notice} * Some AI products/features are currently available only for customers in some regions. Be sure to check for availability updates in future releases.{#now-assist-spm__na-standalone-language-notice} * Some AI products and skills are not available in Regulated Markets. For more information, see [KB2593939: Regulated Markets AI Products/Skills Not Available](https://support.servicenow.com/kb?id=kb_article_view&sys_kb_id=e8d7cc82475aba90b7832920326d4362). Be sure to check for availability updates in future releases. {#now-assist-spm__ul_j3b_4vd_wcc} ## Troubleshoot and get help {#now-assist-spm__section_ctp_hjf_1zb} * [Search the Known Error Portal for known error articles](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0597477) * [Contact Customer Service and Support](https://support.servicenow.com/now?draw=case) {#now-assist-spm__ul_dtp_hjf_1zb} ## AI limitations {#now-assist-spm__section_yh2_5yf_1zb} This application uses artificial intelligence (AI) and machine learning, which are rapidly evolving fields of study that generate predictions based on patterns in data. As a result, this application may not always produce accurate, complete, or appropriate information. Furthermore, there is no guarantee that this application has been fully trained or tested for your use case. To mitigate these issues, it is your responsibility to test and evaluate your use of this application for accuracy, harm, and appropriateness for your use case, employ human oversight of output, and refrain from relying solely on AI-generated outputs for decision-making purposes. This is especially important if you choose to deploy this application in areas with consequential impacts such as healthcare, finance, legal, employment, security, or infrastructure. You agree to abide by [ServiceNow's AI Acceptable Use Policy](https://www.servicenow.com/ai-acceptable-use-policy.html), which may be updated by ServiceNow.{#now-assist-spm__p_kv2_nfg_h1c} ## Data processing {#now-assist-spm__section_j4z_vyf_1zb} This application requires data to be transferred from ServiceNow customers' individual instances to a centralized ServiceNow environment, which may be located in a different data center region from the one where your instance is, and potentially to a third-party cloud provider, such as Microsoft Azure. This data is handled per ServiceNow's internal policies and procedures, including our policies available through our [CORE Compliance Portal](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0564067).{#now-assist-spm__p_lv2_nfg_h1c} ## Data collection {#now-assist-spm__section_op1_xyf_1zb} ServiceNow collects and uses the inputs, outputs, and edits to outputs of this application to develop and improve ServiceNow technologies including ServiceNow models and AI products. In addition, this application will collect task data (for Case Assist) and chat transcripts (for Chat Assist). Customers can opt out of future data collection at any time, as described in the [Now Assist Opt-Out page](https://www.servicenow.com/docs/access?context=opt-out-of-data-sharing-for-now-assist&version=brazil&pubname=brazil-intelligent-experiences&ft:locale=en-US). For more information, see the [ServiceNow Otto documentation](https://www.servicenow.com/docs/access?context=platform-now-assist-landing&version=brazil&pubname=brazil-intelligent-experiences&ft:locale=en-US). **Related concepts** * [AI skills in Project Workspace](https://www.servicenow.com/docs/CHi9PvoMJPz7uKDZSeUmpA "Use AI skills to transform Project Workspace into a continuous value engine. Embed intelligence across every stage to optimize resources and investments.") * [Configure AI Admin Hub](https://www.servicenow.com/docs/EFO0_3WM4_3Blfa2XizTWA "Use the AI Admin Hub console to activate the various AI applications and skills that you’re entitled to.") * [Use AI Admin Hub](https://www.servicenow.com/docs/8AujJp0~npO9_tmTA6PD2g "Use AI Admin Hub to explore the various ServiceNow Otto plugins, skills and associated Generative AI application features you're entitled to.") * [Use AI agent or agentic workflows in ServiceNow Otto for Strategic Portfolio Management](https://www.servicenow.com/docs/ESUFoLLFI0xaOwpkTLTJFQ "Use the AI agents for SPM to monitor project tasks autonomously.") * [Managing projects with Project Workspace](https://www.servicenow.com/docs/~oMOgbrH~1qImBROGPHXvQ "Use the features of Project Workspace to plan and manage your project.") * [Managing Feedback application in Strategic Planning](https://www.servicenow.com/docs/ku9GEDZ5f7iklmKcrvDlPA "Use Feedback application in Strategic Planning and create Feedback and product ideas to take data driven decisions during product development. Associate the feedback with a product idea or with a planning or non-planning item that can be tracked, prioritized, and implemented.")