CBS Bulk Upload AI Agent

  • Release version: Australia
  • Updated August 14, 2026
  • 1 minute to read

    • The CBS Bulk Upload AI agent handles bulk record creation and updates for the Space, Supplier, and Supplier Contact tables.

    Workflow

    The agent helps users complete tasks related to Core Business Suite bulk upload.
    1. Agent informs user that it will help them upload via a guided process.
    2. Select the appropriate table based on user input.
    3. Prepare template for data upload and present to user for modifications.
    4. User uploads file.
    5. Validate the file.
    6. If no errors, import the data.
    7. Display completion summary.
    Table 1. Configuration
    Field Description
    Allow third party to access this AI agent

    When enabled, third-party AI agents can use this agent. This value is off (false) by default. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the External discoverable field.
    Allow AI specialists to access this AI agent

    When enabled, AI specialists can use this agent. This value is off (false) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the Specialist enabled field.
    Manage long-term memory

    When enabled, all previous user interactions are used as context for the LLM. This value is off (false) by default. This setting is defined by the sn_aia.ltm.enable_long_term_memory system property. For more information, see ServiceNow Otto AI agents reference.
    Tools
    Script
    Agent Context Retriever
    Copy the Attachment to Data Source Record
    Get Import Set Record Link
    Get Records Count
    Get Template Attachment Link for Bulk Edit
    Get Template Attachment Link for Bulk Upload
    Get Validations
    Run Scheduled Data Import
    Update agent result
    Conversational topics (Virtual Agent)
    Submit and Fetch Results
    Upload Updated Template
    Agent roles (ACLs) sn_ia_config.ia_user, import_admin
    Data access roles sn_ia_config.ia_user, import_admin, platform_ml_di.creation_agent
    Triggers

    Optional. None defined by default. An admin can specify triggers if desired. For more information, see Add a trigger to an AI agent.
    Channels

    Configure an assistant for Virtual Agent or ServiceNow Otto panel using Assistant Designer.
    Used in agentic workflows

    Not applicable.

    Learn more about Core Business Suite at Core Business Suite.