IA operational data workflow AI agent

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

    • This ServiceNow Otto for Setup AI agent automates the configuration of data imports by handling the creation of data sources, import sets, and transform maps.

    Workflow

    The agent is designed for IT administrators and system integrators.
    1. Retrieve and parse execution context.
    2. Check user role authorization for the table.
    3. Determine the source selection.
    4. Display recommended fields.
    5. Upload and validate the file.
    6. Import the file.
    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
    Scripts
    Agent Context Retriever
    Cache Transform Map Ref
    Check Has Role
    Check If Map Has Coalesce
    Get Import Config
    Incomplete Data Imports
    Orchestrator Execution Manager
    Process Import
    Transform Import Set
    Update Coalesce Field
    Generative AI skill
    IA Operational Data Coalesce Skill
    Conversational topics
    IAFileUploadAndValidator
    IAPreviewTransformMapView
    Agent roles (ACLs) user_admin, import_admin, sn_ia_config.ia_user, sn_aia.viewer
    Data access roles user_admin, import_admin, sn_aia.viewer
    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 ServiceNow Otto for Setup at ServiceNow Otto for Setup.