DEX issue diagnosis and resolution agentic workflow

  • Release version: Zurich
  • Updated March 12, 2026
  • 4 minutes to read
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    Summary of DEX Issue Diagnosis and Resolution Agentic Workflow

    The Digital End-User Experience (DEX) issue diagnosis and resolution agentic workflow in ServiceNow enables service desk agents to automatically diagnose and resolve incidents on DEX monitored devices. Utilizing device health data, historical incidents, and integrated Zoom diagnostics, this workflow helps identify root causes and provides tailored resolution plans. It streamlines incident handling by automatically updating incident work notes with resolution summaries upon approval.

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    Key Features

    • Automated Diagnosis: Generates root cause analysis using device health check data from 24 hours before the incident, similar past incidents, and network/application data including Zoom-specific diagnostics.
    • Resolution Plans: Provides actionable remedial steps, self-help instructions, past incident resolutions, and Knowledge Base articles to resolve issues efficiently.
    • Incident Work Notes Integration: Allows approval of the resolution plan and automatically stamps the resolution summary into the incident record’s work notes.
    • Access via ServiceNow Otto Panel and AI Agent Studio: Service desk agents can invoke the workflow from the Service Operations Workspace using the Otto panel, and administrators can manage and test it through AI Agent Studio.
    • AI Agent Roles:
      • DEX Diagnosis AI Agent: Performs root cause analysis by analyzing data sources and patterns or indicates if further information is required.
      • DEX Resolution Plan AI Agent: Generates remediation steps and knowledge articles or indicates if manual intervention is needed.

    Requirements and Access

    • Installation of ServiceNow Otto for ITSM plugin and Digital End-User Experience application.
    • User roles required: sndex.servicedeskuser and ITIL, or sndex.engineer and ITIL.
    • Agentic workflow activation is mandatory.
    • Incident must be valid, created within the past month, and associated with a single DEX monitored physical endpoint having a compatible operating system.
    • Prompt must include the phrase "diagnose and resolve" to initiate the correct workflow.

    Using the Workflow

    Service desk agents generate diagnoses and resolution plans by opening the incident record in Service Operations Workspace and using the Otto panel with the appropriate prompt. Plans can then be executed directly from the incident’s Investigation tab. Administrators can review, configure, and test the workflow in AI Agent Studio by defining requirements, access roles, data access, triggers, and output display options.

    Benefits for ServiceNow Customers

    • Accelerates incident resolution on monitored devices through AI-driven root cause analysis and remediation guidance.
    • Improves accuracy in diagnosing issues by leveraging comprehensive device and application data including Zoom call quality insights.
    • Enhances service desk efficiency by integrating resolution summaries directly into incident records.
    • Supports proactive troubleshooting with historical incident context and knowledge resources.

    Use the Digital End-User Experience (DEX) issue diagnosis and resolution agentic workflow from the ServiceNow Otto panel to diagnose and resolve common issues on DEX monitored devices.

    DEX issue diagnosis and resolution agentic workflow overview

    Using the DEX issue diagnosis and resolution agentic workflow:
    • Get automated diagnoses for incidents on DEX monitored end-user devices. Root cause analysis is generated based on sources like device health check data from 24 hours before the incident to incident time and similar past incidents. With the integration of Zoom specific diagnostics, you can diagnose Zoom call quality issues by correlating device, network, and application data.
    • Get resolution plans for detected device issues based on remedial actions and self-help instructions, past incident resolutions, and Knowledge Base articles.
    • Provide approval and have the resolution summary automatically stamped to the Work notes of an incident record.

    Applications required to access the agentic workflow

    To access the DEX issue diagnosis and resolution agentic workflow, make sure that you install the following applications:

    Roles required to access the agentic workflow

    To use the DEX issue diagnosis and resolution agentic workflow, you must have one of the following role combinations:

    • sn_dex.service_desk_user and ITIL
    • sn_dex.engineer and ITIL

    Additional requirements to access the agentic workflow

    The DEX issue diagnosis and resolution agentic workflow provides incident diagnosis and resolution only when the following requirements are met.

    • The agentic workflow must be activated. For more information, see Activate an agentic workflow template.
    • The incident number must be valid.
    • The incident record must be associated with a single, DEX monitored physical endpoint or device. Only one device configuration item (CI) must be configured either as the primary CI in the Configuration item field or in the Affected CIs list.
    • The device associated with the incident must have a DEX compatible operating system. For more information, see DEX system requirements.
    • The incident must be created within the past month. Incidents older than one month cannot be diagnosed and resolved using the agentic workflow.
    • To make sure that the correct agentic workflow is initiated, include the phrase "diagnose and resolve" in your ServiceNow Otto panel prompt.

    Accessing the agentic workflow

    Service desk agents can access the agentic workflow from the Service Operations Workspace by using the ServiceNow Otto panel.

    Administrators can access the agentic workflow from the AI Agent Studio.
    1. Navigate to All > AI Agent Studio > Create and manage.
    2. Select DEX issue diagnosis and resolution workflow.

    AI agents used in the DEX issue diagnosis and resolution agentic workflow

    In the DEX issue diagnosis and resolution agentic workflow, two AI agents are used for incident diagnosis and resolution on DEX monitored devices.
    Table 1. AI agents and their roles listed in the order of execution in the DEX issue diagnosis and resolution agentic workflow
    AI agent AI agent role
    DEX diagnosis AI agent Performs root cause analysis of the issue by using data from sources such as device health check metrics, device or service events, and similar past incidents. It then provides the diagnosis, highlighting affected components, data sources, and patterns.

    If there is insufficient or inconclusive data, the agent returns a message stating no diagnosis is possible and specifies the additional information required.

    DEX resolution plan AI agent Collects DEX resolutions that include remedial actions and self-help instructions, past incident resolutions, and Knowledge Base articles. It then generates a resolution plan with actionable steps to resolve the incident and prompts for confirmation about updating the resolution in the Work notes field of the incident record.

    If no resolution is found for an incident, the agent returns a message stating so. The incident would then require manual investigation and resolution.

    Generating an incident diagnosis and resolution plan in the Service Operations Workspace

    Service desk agents can use the agentic workflow to generate incident diagnosis and resolution plan from the Service Operations Workspace.

    1. In the Service Operations Workspace, open the incident record from the Incidents list.
    2. Select the ServiceNow Otto icon Now Assist icon to open the panel.
    3. Type your prompt that includes the phrase "diagnose and resolve". For example, Diagnose and resolve this incident.

    After the resolution plan is generated, you can execute it directly from the Investigation tab of the incident record. For more information, see Incident investigation with DEX.

    Generating an incident diagnosis and resolution plan in the ServiceNow AI Agent Studio

    Note:
    Make sure that you have the required privileges to test the agentic workflow and generate incident diagnosis and resolution plan from the AI Agent Studio.
    In the agentic workflow record:
    1. Review the information in the Define key requirements screen, make updates if necessary, and then select Continue.
    2. In the Define user access screen, review or add roles that can access the use case, and then select Continue.
    3. In the Define data access screen, review the user identity for the AI agent, make updates if necessary, and then select Continue.
    4. In the Define trigger screen, make updates if necessary, and then select Continue. For more information about defining triggers, see Create an agentic workflow.
    5. In the Select display screen, choose where you want the agentic workflow output to be displayed, and then select Save and test.
    6. In the Test details screen, enter your prompt in the Task field, and then select Continue to Test Chat Response.

      Example prompt: Diagnose and resolve incident number.

    The agent executes the request for the agentic workflow.

    Example of DEX issue diagnosis and resolution agentic workflow output in the ServiceNow AI Agent StudioDEX issue diagnosis and resolution agentic workflow output in AI Agent Studio