Combined ServiceNow Otto for Sales Automation release notes for upgrades from Xanadu to Zurich

Consolidated page of all release notes for ServiceNow Otto for Sales Automation from Xanadu to Zurich.

How to use this page

To help you prepare for your upgrade, we have combined the cross-family ServiceNow Otto for Sales Automation release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Xanadu to Zurich.

Tip:

If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release."

Important information for upgrading ServiceNow Otto for Sales Automation to Zurich

Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed.

Release	Release notes
Xanadu	No updates for this release.
Yokohama	No updates for this release.
Zurich	No updates for this release.

New features

Between your current release family and Zurich, new features were introduced for ServiceNow Otto for Sales Automation.

Release	Release notes
Xanadu	No updates for this release.
Yokohama	Yokohama Patch 11Use agentic workflows The Help nurture new leads agentic workflow works with a team of AI agents to assist the sales agents to manage the life cycle of leads, either independently or under supervision. Table 1. Available workflows for lead management AI agents for the AI agent collection Workflow name Description Available AI agents Help nurture new leads Outlines the steps required to engage the lead with the sales agent. Sends initial outreach and follow-up emails. Retrieves emails, classifies the intent, and routes it to the right sales agent to take action. Schedules, reschedules, or deletes the appointments based on sales agent availability. Manages the leads who want to opt out or uninterested. Lead outreach AI agent Inbound email AI agent Appointment management AI agent Lead disinterest AI agent
Zurich	Zurich Patch 2 Use agentic workflows The Help nurture new leads agentic workflow works with a team of AI agents to assist the sales agents to manage the life cycle of leads, either independently or under supervision. Table 2. Available workflows for lead management AI agents for the AI agent collection Workflow name Description Available AI agents Help nurture new leads Outlines the steps required to engage the lead with the sales agent. Sends initial outreach and follow-up emails. Retrieves emails, classifies the intent, and routes it to the right sales agent to take action. Schedules, reschedules, or deletes the appointments based on sales agent availability. Manages the leads who want to opt out or uninterested. Lead outreach AI agent Inbound email AI agent Appointment management AI agent Lead disinterest AI agent

Changes

Between your current release family and Zurich, some changes were made to existing ServiceNow Otto for Sales Automation features.

Release	Release notes
Xanadu	No updates for this release.
Yokohama	Yokohama Patch 11 Changes to Now Assist usage measurement Starting with Yokohama Patch 5, Now Assist usage measurement is transitioning from a 365-day look-back model to a 365-day burn-down model, with usage resetting at the contract anniversary date. For more information, refer to KB KB2704710: Now Assist Usage - Overview & New Measurement Logic. Some Now Assist skills are turned on by default The new default behavior works as follows: New customers: When you install a Now Assist product, designated skills are turned on automatically. Existing customers who are upgrading (starting with Yokohama Patch 11): Any previously unconfigured skill is turned on automatically (the skill was never configured and turned on, then turned off again). Previously configured skills that were turned on, then off, remain inactive.
Zurich	Zurich Patch 5 Changes to Now Assist usage measurement Starting with Australia Early Access, AI usage measurement is transitioning from a 365-day look-back model to a 365-day burn-down model, with usage resetting at the contract anniversary date. For more information, refer to KB KB2704710: AI Usage - Overview & New Measurement Logic.

Removed

Between your current release family and Zurich, some ServiceNow Otto for Sales Automation features or functionality were removed.

Release	Release notes
Xanadu	No updates for this release.
Yokohama	No updates for this release.
Zurich	No updates for this release.

Deprecations

Between your current release family and Zurich, some ServiceNow Otto for Sales Automation features or functionality were deprecated.

Release	Release notes
Xanadu	No updates for this release.
Yokohama	No updates for this release.
Zurich	No updates for this release.

Activation information

Review information on how to activate ServiceNow Otto for Sales Automation.

Release	Release notes
Xanadu	No updates for this release.
Yokohama	Now Assist features are available with activation of com.sn.now.platform plugin. For more information, see Install Now Assist plugins.
Zurich	Now Assist features are available with activation of com.sn.now.platform plugin. For more information, see Install plugins for ServiceNow Otto.

Additional requirements

If any additional requirements were introduced or changed for ServiceNow Otto for Sales Automation we have noted them here.

Release	Release notes
Xanadu	No updates for this release.
Yokohama	No updates for this release.
Zurich	The ServiceNow Otto for Sales Automation application requires the Sales Development AI agents.

Browser requirements

If any specific browser requirements were introduced or changed for ServiceNow Otto for Sales Automation we have noted them here.

Release	Release notes
Xanadu	No updates for this release.
Yokohama	No updates for this release.
Zurich	No updates for this release.

Accessibility information

Review details on accessibility information for ServiceNow Otto for Sales Automation, such as specific requirements or compliance levels.

Release	Release notes
Xanadu	No updates for this release.
Yokohama	No updates for this release.
Zurich	No updates for this release.

Localization information

If there are specific localization considerations for ServiceNow Otto for Sales Automation we have noted them here.

Release	Release notes
Xanadu	No updates for this release.
Yokohama	No updates for this release.
Zurich	No updates for this release.

Highlight information

If there are specific highlight considerations for ServiceNow Otto for Sales Automation we have noted them here.

Release	Release notes
Xanadu	No updates for this release.
Yokohama	Yokohama Patch 11 Review changes to Now Assist usage measurement. Some Now Assist skills, agents, and agentic workflows are on by default. Additional role configuration is required for agentic workflows and AI agents included with Now Assist applications. Previous Patch releases ServiceNow Otto for Sales Automation application packages ServiceNow® platform AI capabilities to deliver AI-powered insights and automation to drive faster, smarter sales and order processes. See Now Assist for SOM for more information.
Zurich	Zurich Patch 7 Now Assist for Sales and Order Management (SOM) is now known as ServiceNow Otto for Sales Automation to align with our updated product taxonomy. There is no change to functionality or existing customer configurations. Zurich Patch 5 Review changes to Now Assist usage measurement. Zurich Patch 2 Enable sales agents to use the Help nurture new leads agentic workflow to: Proactively engage with initial leads Book an appointment/demo to qualify a lead Identify opt-outs and disinterest for lead disqualification See Now Assist for SOM for more information.