--- sourceDocument: australia Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/australia/delta-xanadu-australia Release : - australia ft:locale : - en-US ft:publication_title : - australia Combined Product Files ft:clusterId : - delta3ax bundleId : - delta3ax --- # Combined ServiceNow Otto for Strategic Portfolio Management release notes for upgrades from Xanadu to Australia # Combined ServiceNow Otto for Strategic Portfolio Management release notes for upgrades from Xanadu to Australia {#ariaid-title1} Release version: Australia Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 16 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 Combined ServiceNow Otto for Strategic Portfolio Management Release Notes for Upgrades from Xanadu to Australia This consolidated guide covers all key updates, new features, changes, and activation details for ServiceNow Otto for Strategic Portfolio Management (SPM) across releases from Xanadu through Australia. It assists ServiceNow customers in preparing for their upgrade by summarizing enhancements related to AI-powered capabilities, workflow automation, project monitoring, and content generation. Show full answer Show less ## New Features and Enhancements * **AI Agents and Now Assist Improvements:** * AI agents autonomously monitor project tasks for critical changes such as delayed end dates, status changes, and task states, enabling proactive project management. * Generative AI capabilities summarize multiple feedback records and project documents, reducing manual analysis effort. * Now Assist supports content creation, including summarization, elaboration, and refinement of planning items across Strategic Planning forms like product ideas, demands, epics, and stories. * New skills accelerate target creation from goals and generate acceptance criteria for user stories, simplifying planning and execution. * Project insights emails can be scheduled with customizable frequency and recipients, delivering proactive updates on project health, milestones, and resource status. * Identify similar records skill helps detect duplicate or related demand records using contextual similarity analysis. * Integration with third-party AI models including Google Gemini 2.0 and 2.5, AWS Claude 3.7, alongside Now LLM Service and Azure OpenAI GPT-4.1 enhances AI assistance diversity and capability. * **User Experience and UI Enhancements:** * Renaming and UI simplifications such as changing "Email project summary" to "Configure project insights" for clarity. * New Coral theme introduced as default for portals and mobile experiences, with dark mode support, improving visual engagement. * Hover animations and loaders added to Now Assist buttons and icons for a more interactive experience. * **Security and Role Management:** * Access control lists (ACLs) updated to better manage permissions for AI agents and agentic workflows. * Agentic workflows and agents now run under a dedicated ppm.aiprojectmanageragent user role instead of administrator accounts, enhancing security and segregation of duties. * **Usage Measurement Updates:** * Now Assist and AI usage measurement models transitioned from a 365-day look-back to a 365-day burn-down model resetting at contract anniversaries, affecting how AI consumption is monitored and managed. * Some Now Assist AI skills and workflows are enabled by default for new customers and upgraded instances if previously unconfigured, streamlining adoption. * **Australia Release Specific:** * Introduction of the goal insights skill providing AI-generated, predictive insights on goal health, confidence levels, and risk management to improve strategic outcomes. * Enhanced story generation from epics with Now Assist for agile planning. * Available for activation via the ServiceNow Store, requiring Strategic Portfolio Management (SPM) Pro plus license. ## Changes to Existing Features * Renaming of AI skills and workflows to more descriptive names reflecting their functionality (e.g., Agile story generation, Project doc summarization). * UI updates in project insights configuration and demand management forms to improve usability and clarify options. * Removal of some older UI elements like "Include critical path task changes" checkbox, replaced by more integrated monitoring options. ## Activation and Licensing Activation of Now Assist features requires enabling the ServiceNow Otto for Strategic Portfolio Management plugin. The application mandates a Strategic Portfolio Management (SPM) Pro plus license. The Australia release is available through the ServiceNow Store with no additional activation changes noted. ## Practical Benefits for ServiceNow Customers * Enhanced AI-driven automation and insights reduce manual effort in project management and strategic planning. * Improved visibility into project health and goal progression facilitates proactive decision-making and risk mitigation. * Upgraded user experience with refined UI, new themes, and interactive elements increases user adoption and satisfaction. * Robust security controls and role management ensure appropriate access to AI capabilities. * Flexible scheduling and communication tools keep stakeholders informed with relevant, timely project updates. ## Summary Upgrading from Xanadu to Australia for ServiceNow Otto for Strategic Portfolio Management provides customers with advanced AI capabilities to enhance project and portfolio oversight, automate routine tasks, and generate actionable insights. The enhancements streamline workflows, improve content creation, and deliver predictive analytics, empowering teams to manage strategic initiatives more effectively while maintaining strong governance and security. Consolidated page of all release notes for ServiceNow Otto for Strategic Portfolio Management from Xanadu to Australia. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family ServiceNow Otto for Strategic Portfolio Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Xanadu to Australia. 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 Strategic Portfolio Management to Australia Before you upgrade to Australia, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-servicenowottoforstrategicportfoliomanagement-summary__entry__2} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## New features Between your current release family and Australia, new features were introduced for ServiceNow Otto for Strategic Portfolio Management. {#dfrn3-servicenowottoforstrategicportfoliomanagement-summary__entry__12} | Release | Release notes | |-|-| | Xanadu | Xanadu Patch 7 [Monitor tasks](https://www.servicenow.com/docs/access?context=using-na-spm-ai-agents&family=xanadu&ft:locale=en-US) : Use ServiceNow Otto for SPM AI agents to help enhance project efficiency by monitoring your tasks autonomously.{#dfrn3-servicenowottoforstrategicportfoliomanagement-summary__entry__16} | AI agent use case | Description | |-|-| | Monitor project tasks | Track project tasks with AI agents to detect important updates such as delayed end dates, status turning red, or state updates. AI agents can help project managers to enhance productivity by delivering real-time visibility into key task changes, enabling proactive decision-making. | [Table 1. Available AI agents use case] [Summarize multiple feedback records](https://www.servicenow.com/docs/access?context=now-assist-spm&family=xanadu&ft:locale=en-US) : Summarize multiple feedback records through generative AI and save time by not having to do manual feedback analysis. You can generate a short summary for one or multiple feedback records at once and use it to make informed decisions on your product. [Generate a summary in Now Assist in Docs](https://www.servicenow.com/docs/access?context=summarize-documents-genai-skill-spw&family=xanadu&ft:locale=en-US) : Use Now Assist in Docs to create a concise summary of the selected text and quickly gain relevant information. [Schedule the project summary emails with Email project summary skill](https://www.servicenow.com/docs/access?context=email-project-summary-skill-pw&family=xanadu&ft:locale=en-US) : Generate a comprehensive summary of the entire content in Docs by using the Gen AI Docs skill and reduce the time spent on manually analyzing all the information. The Gen AI Docs skill name is Project Gen AI Docs in Project Workspace, Planning item Gen AI Docs in Strategic Planning, and EAP Teams Gen AI Docs in Enterprise Agile Planning. [Summarize content with Planning item doc summarization in Strategic Planning](https://www.servicenow.com/docs/access?context=summarize-documents-genai-skill-spw&family=xanadu&ft:locale=en-US) : Set up automated emails by using the email project summary skill to stay updated on the project progress. The email is shared on a weekly, bi-weekly, or monthly cadence. | | Yokohama | [Identify similar records using Now Assist](https://www.servicenow.com/docs/access?context=identify-similar-demand-records&family=yokohama&ft:locale=en-US) : Detect similar existing demand records when creating or editing a demand using the identify similar records skill. The skill compares the Name, Description, and Business Case fields for contextual similarity. [Accelerate target creation with the target generation skill](https://www.servicenow.com/docs/access?context=generate-targets-for-goal&family=yokohama&ft:locale=en-US) : Generate measurable targets from goals information and optional context with the target generation skill. The skill automatically populates key fields in the target creation form, helping teams define clear, measurable outcomes and create targets quickly. [Schedule project insights email](https://www.servicenow.com/docs/access?context=email-project-summary-skill-pw&family=yokohama&ft:locale=en-US) : * Schedule project insights email in the Configure project insights modal. The project email is emailed to the project managers and users and continues on the selected schedule that you select until the project is inactive or paused. * Schedule and instantly send the project insights email to your project managers by selecting the Send preview button. * Track important updates such as the delayed end dates, the status turning red, or the state updates of your projects and receive project insights email on the schedule that you select. * Select the email frequency that works for you: weekly, bi-weekly or monthly. * Monitor critical elements such as milestones, resources, projects, and project tasks. * Receive proactive, AI-based notifications when project milestones or critical tasks could lead to delays using Monitor project task agent. Use the Enable critical task alerts option from planning page to enable the project task monitor AI agent. * Choose the recipients to whom you want to send the project insights email. [New third-party AI model provider options available for Now Assist](https://www.servicenow.com/docs/access?context=exploring-large-language-models&family=yokohama&ft:locale=en-US) : Google Gemini 2.0 Flash, Google Gemini 2.5 Pro, and AWS Claude 3.7 Sonnet are available for Now Assist skills and AI agents in addition to Now LLM Service and Azure OpenAI GPT-4.1 and GPT-4.1 mini. [Write planning item skill](https://www.servicenow.com/docs/access?context=using-now-assist-for-spm&family=yokohama&ft:locale=en-US) : * Use this skill to improve record quality and user satisfaction by enabling AI assistance in the Description field across all Strategic Planning Workspace forms, including product idea, demand, epic, project, capability, feature, and story. * Enable text refinement with the Elaborate and Shorten options on planning items to support product managers and agile team members in creating and editing content more effectively. | | Zurich | [Schedule project insights email](https://www.servicenow.com/docs/access?context=email-project-summary-skill-pw&family=zurich&ft:locale=en-US) : * Schedule project insights email in the Configure project insights modal. The project email is emailed to the project managers and users and continues on the selected schedule that you select until the project is inactive or paused. * Schedule and instantly send the project insights email to your project managers by selecting the Send preview button. * Track important updates such as the delayed end dates, the status turning red, or the state updates of your projects and receive project insights email on the schedule that you select. * Select the email frequency that works for you: weekly, bi-weekly or monthly. * Monitor critical elements such as milestones, resources, projects, and project tasks. * Receive proactive, AI-based notifications when project milestones or critical tasks could lead to delays using Monitor project task agent. Use the Enable critical task alerts option from planning page to enable the project task monitor AI agent. * Choose the recipients to whom you want to send the project insights email. [Identify similar records using Now Assist](https://www.servicenow.com/docs/access?context=identify-similar-demand-records&family=zurich&ft:locale=en-US) : Detect similar existing demand records when creating or editing a demand using the identify similar records skill. The skill compares the Name, Description, and Business Case fields for contextual similarity. [Accelerate target creation with the target generation skill](https://www.servicenow.com/docs/access?context=generate-targets-for-goal&family=zurich&ft:locale=en-US) : Generate measurable targets from goals information and optional context with the target generation skill. The skill automatically populates key fields in the target creation form, helping teams define clear, measurable outcomes and create targets quickly. [Generate acceptance criteria for stories](https://www.servicenow.com/docs/access?context=eap-generate-acceptance-criteria-for-stories&family=zurich&ft:locale=en-US) : Generate clear, consistent acceptance criteria for user stories with the acceptance criteria generation skill. By leveraging story context and predefined templates, the skill helps you align with requirements. [Enhancements to Story generation](https://www.servicenow.com/docs/access?context=generate-stories-from-epics-now-assist-eap&family=zurich&ft:locale=en-US) : Use the upgraded agile story generation skill to convert epics into actionable user stories quickly. Powered by an agentic workflow, the skill analyzes epic details to recommend the optimal number of stories, enables adjustments, refines story content, and creates story records. [\[Placeholder link text to key bundle-itbm.refine-text-with-write-planning-item-skill\]](https://www.servicenow.com/docs/access?context=refine-text-with-write-planning-item-skill&family=zurich&ft:locale=en-US) : Simplify record creation and updates by using the refine records skill with Now Assist context menu. Improve record quality by enabling AI-assisted text refinement in the text fields of Product idea, Demand, Epic, Projects, Capability, Feature, Stories, Project tasks, Risks, Strategic priorities, Goals, Targets, Initiatives, Feedback, Milestones, and Story forms. [Configure ACLs for custom roles](https://www.servicenow.com/docs/access?context=aia-security-implementation&family=zurich&ft:locale=en-US) : Update the ACLs for custom roles that require access to Now Assist skills. [Generate and improve Docs content](https://www.servicenow.com/docs/access?context=generate-summarize-and-refine-content-of-docs-with-now-assist-spm&family=zurich&ft:locale=en-US) : Help improve your content and productivity with the ability to enter custom prompts directly in the Docs, alongside the Summarize, Elaborate, and Shorten options. Generate content with ServiceNow Otto for SPM directly in your Docs. In addition, summarize existing sections, elaborate where needed, and refine drafts to help improve your productivity. You can interact with Now Assist directly in your Doc to create content, add context, or improve existing sections. [New third-party AI model provider options available for Now Assist](https://www.servicenow.com/docs/access?context=ai-model-providers&family=zurich&ft:locale=en-US) : Google Gemini 2.0 Flash, Google Gemini 2.5 Pro, and AWS Claude 3.7 Sonnet are available for Now Assist skills and AI agents in addition to Now LLM Service and Azure OpenAI GPT-4.1 and GPT-4.1 mini. | | Australia | [AI-generated insights for goals](https://www.servicenow.com/docs/access?context=generate-insights-for-goal&family=australia&ft:locale=en-US) : Generate AI‑powered insights using the goal insights skill to gain predictive, actionable visibility into goal health. By analyzing the goal, goal targets, subgoals, and aligned work, the system delivers data‑driven insights that help goal owners and contributors manage risks proactively and improve goal outcomes. Insights include AI-forecasted status, confidence of achieving the goal, targets at risk, and aligned work or recommendations that have been delayed or stalled. | [ ] ## Changes Between your current release family and Australia, some changes were made to existing ServiceNow Otto for Strategic Portfolio Management features. {#dfrn3-servicenowottoforstrategicportfoliomanagement-summary__entry__26} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | [Changes to Now Assist usage measurement](https://www.servicenow.com/docs/access?context=monitoring-now-assist-usage&family=yokohama&ft:locale=en-US) : 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](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB2704710). [Some Now Assist skills are turned on by default](https://www.servicenow.com/docs/access?context=now-assist-skills-on-by-default&family=yokohama&ft:locale=en-US) : 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. [Configure ACLs for AI agents and agentic workflows](https://www.servicenow.com/docs/access?context=aia-security-implementation&family=yokohama&ft:locale=en-US) : Configure the access control lists for who can discover and trigger AI agents and agentic workflows in their guided setups in AI Agent Studio. You can determine whether an AI agent or agentic workflow behaves as a dynamic user or as an AI user. You can also specify if an AI agent or agentic workflow can be available to all authenticated users or publicly available. [More actions context menu UI enhancements](https://www.servicenow.com/docs/access?context=email-project-summary-skill-pw&family=yokohama&ft:locale=en-US) : * Email project summary option has been renamed to Configure project insights. * Enable critical task alerts option has been added. * Disable critical task alerts option has been added. [Configure project insights modal UI enhancements](https://www.servicenow.com/docs/access?context=email-project-summary-skill-pw&family=yokohama&ft:locale=en-US) : * Email project summary modal has been renamed to Configure project insights modal. * Disable email summary check box has been renamed to Pause cadence check box. * Choose topics, personalize content, and set frequency setup have been added. * Project tasks, Milestones, and Resources check boxes have been added. * Include critical path task changes check box has been removed. * Schedule and send button has been renamed to Schedule button. * Send preview button has been added to send an email instantly. [Skill name updates](https://www.servicenow.com/docs/access?context=email-project-summary-skill-pw&family=yokohama&ft:locale=en-US) : The email project summary skill has been renamed to the project insights generation skill. [Demand Management UI changes](https://www.servicenow.com/docs/access?context=identify-similar-demand-records&family=yokohama&ft:locale=en-US) : * The Identify similar demands button has been added to the demand form to identify and view any similar demands with the identify similar demands skill. * The Similar Demands related list has been added, which displays the list of similar demand records identified by Now Assist. [Skill name updates](https://www.servicenow.com/docs/access?context=now-assist-spm&family=yokohama&ft:locale=en-US) : * Renamed the Project Gen AI Docs skill to the Project doc summarization (Project Workspace) skill. * Renamed the Planning item Gen AI Docs skill to the Planning item doc summarization (Strategic Planning) skill. * Renamed the EAP Teams Gen AI Docs skill to the EAP doc summarization (Enterprise Agile Planning) skill. * Renamed the Story generation skill to Agile story generation (Enterprise Agile Planning). * Added the Write planning items skill in Strategic Planning. [Animation support for Now assist buttons and icons](https://www.servicenow.com/docs/access?context=now-assist-spm&family=yokohama&ft:locale=en-US) : * Added hover animation in the Now Assist () icon for the Summarize button on the feedback list and Docs. * Added the Now Assist () icon in the Email project summary button. * Added hover animation in the Now Assist () icon for the Now Assist button in the Docs page. [UI enhancements](https://www.servicenow.com/docs/access?context=now-assist-spm&family=yokohama&ft:locale=en-US) : The following UI enhancements were made: * Added hover animation for the Now Assist () icon. * Added a loader for the Now Assist side panel for a more engaging loading experience. | | Zurich | [Changes to Now Assist usage measurement](https://www.servicenow.com/docs/access?context=monitoring-now-assist-usage&family=zurich&ft:locale=en-US) : 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](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB2704710). [More actions context menu UI enhancements](https://www.servicenow.com/docs/access?context=email-project-summary-skill-pw&family=zurich&ft:locale=en-US) : * Email project summary option has been renamed to Configure project insights. * Enable critical task alerts option has been added. * Disable critical task alerts option has been added. [Configure project insights modal UI enhancements](https://www.servicenow.com/docs/access?context=email-project-summary-skill-pw&family=zurich&ft:locale=en-US) : * Email project summary modal has been renamed to Configure project insights modal. * Disable email summary check box has been renamed to Pause cadence check box. * Choose topics, personalize content, and set frequency setup have been added. * Project tasks, Milestones, and Resources check boxes have been added. * Include critical path task changes check box has been removed. * Schedule and send button has been renamed to Schedule button. * Send preview button has been added to send an email instantly. [Skill name updates](https://www.servicenow.com/docs/access?context=email-project-summary-skill-pw&family=zurich&ft:locale=en-US) : The email project summary skill has been renamed to the project insights generation skill. [Demand Management UI changes](https://www.servicenow.com/docs/access?context=identify-similar-demand-records&family=zurich&ft:locale=en-US) : * The Identify similar demands button has been added to the demand form to identify and view any similar demands with the identify similar demands skill. * The Similar Demands related list has been added, which displays the list of similar demand records identified by Now Assist. [Some generative AI skills, AI agents, and agentic workflows are turned on by default](https://www.servicenow.com/docs/access?context=now-assist-skills-on-by-default&family=zurich&ft:locale=en-US) : The skills are automatically available to appropriate role users for the application, such as ITIL roles on incident forms or change forms. This change simply activates the skill and does not touch the roles that may be needed to use the skill. The new default behavior works as follows: * New customers: When you install an AI product, designated skills and agentic workflows are turned on automatically. * Existing customers who are upgrading (starting with Australia Early Access): Any previously unconfigured skill, agent, or agentic workflow is turned on automatically (the AI asset was never configured and turned on, then turned off again). Previously configured skills and agentic workflows that were turned on, then off, remain inactive. [ppm.ai_project_manager_agent user role](https://www.servicenow.com/docs/access?context=aia-security-implementation&family=zurich&ft:locale=en-US) : The agentic workflow, agents, and scheduled jobs are configured to run under the new ppm.ai_project_manager_agent user role instead of the administrator account. Coral theme : Coral is now the default theme for new portal, web, and mobile experiences with Next Experience or Core UI enabled. This theme provides a fresh look and feel, featuring brand-neutral illustrations to enhance your user experience. A dark theme option is available for web and mobile experiences. [Email project summary modal UI changes](https://www.servicenow.com/docs/access?context=configure-agents-project-task-monitoring&family=zurich&ft:locale=en-US) : * The Enable AI Agents to monitor task changes on the critical path check box has been added. * The Users option has been added under Recipients to add recipients or users for the project summary email. | | Australia | No updates for this release. | [ ] ## Removed Between your current release family and Australia, some ServiceNow Otto for Strategic Portfolio Management features or functionality were removed. {#dfrn3-servicenowottoforstrategicportfoliomanagement-summary__entry__36} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Deprecations Between your current release family and Australia, some ServiceNow Otto for Strategic Portfolio Management features or functionality were deprecated. {#dfrn3-servicenowottoforstrategicportfoliomanagement-summary__entry__46} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Activation information Review information on how to activate ServiceNow Otto for Strategic Portfolio Management. {#dfrn3-servicenowottoforstrategicportfoliomanagement-summary__entry__56} | Release | Release notes | |-|-| | Xanadu | Now Assist features are available with activation of the [ServiceNow Otto for Strategic Portfolio Management](https://www.servicenow.com/docs/access?context=now-assist-spm&family=xanadu&ft:locale=en-US) plugin. For more information, see [Install Now Assist plugins](https://www.servicenow.com/docs/access?context=install-now-assist-feature-plugins&family=xanadu&ft:locale=en-US). | | Yokohama | Activation information : Now Assist features are available with activation of the [ServiceNow Otto for Strategic Portfolio Management](https://www.servicenow.com/docs/access?context=now-assist-spm&family=yokohama&ft:locale=en-US) plugin. The ServiceNow Otto for SPM application requires a Strategic Portfolio Management (SPM) Pro plus license. For more information, see [Install Now Assist plugins](https://www.servicenow.com/docs/access?context=install-now-assist-feature-plugins&family=yokohama&ft:locale=en-US). | | Zurich | Activation information : Now Assist features are available with activation of the [ServiceNow Otto for Strategic Portfolio Management](https://www.servicenow.com/docs/access?context=now-assist-spm&family=zurich&ft:locale=en-US) plugin. For more information, see [Install plugins for ServiceNow Otto](https://www.servicenow.com/docs/access?context=install-now-assist-feature-plugins&family=zurich&ft:locale=en-US). | | Australia | Important: ServiceNow Otto for SPM is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | [ ] ## Additional requirements If any additional requirements were introduced or changed for ServiceNow Otto for Strategic Portfolio Management we have noted them here. {#dfrn3-servicenowottoforstrategicportfoliomanagement-summary__entry__66} | Release | Release notes | |-|-| | Xanadu | The ServiceNow Otto for SPM application requires a Strategic Portfolio Management (SPM) Pro plus license. ServiceNow Otto for SPM is supported from Xanadu patch 3 release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for ServiceNow Otto for Strategic Portfolio Management we have noted them here. {#dfrn3-servicenowottoforstrategicportfoliomanagement-summary__entry__76} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Accessibility information Review details on accessibility information for ServiceNow Otto for Strategic Portfolio Management, such as specific requirements or compliance levels. {#dfrn3-servicenowottoforstrategicportfoliomanagement-summary__entry__86} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for ServiceNow Otto for Strategic Portfolio Management we have noted them here. {#dfrn3-servicenowottoforstrategicportfoliomanagement-summary__entry__96} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for ServiceNow Otto for Strategic Portfolio Management we have noted them here. {#dfrn3-servicenowottoforstrategicportfoliomanagement-summary__entry__106} | Release | Release notes | |-|-| | Xanadu | Yokohama Patch 1: Use ServiceNow Otto for SPM AI agents to help optimize workflows, improve productivity, and automate your tasks. * Summarize multiple feedback records with the multi-feedback summarization skill to extract insights from feedback. * Copy a generated summary and then use it to create a planning or non-planning item. * Get assistance from Now Assist for writing content in Now Assist Docs. Generate a summary of the selected content by using the Now Assist skill and shorten or elaborate the content as needed. * Enable the email project summary skill to receive project updates via email. * Generate a summary of the complete content in Now Assist in Docs using the Gen AI docs skill and save time on manual content analysis. See [ServiceNow Otto for Strategic Portfolio Management](https://www.servicenow.com/docs/access?context=now-assist-spm&family=xanadu&ft:locale=en-US) for more information. | | Yokohama | [Yokohama Patch 11](https://www.servicenow.com/docs/access?context=yokohama-patch-11&family=yokohama&ft:locale=en-US) * 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. * Generate measurable targets from goals information and optional context with the target generation skill. * Use the identify similar records skill to find similar demands based on contextual similarity. * Enable the project task monitor AI agent to autonomously monitor project tasks on the critical path of a project. * Use the Send preview button to share a project insights email instantly. [Yokohama Patch 6](https://www.servicenow.com/docs/access?context=yokohama-patch-6&family=yokohama&ft:locale=en-US) * Use Google Gemini and Anthropic Claude on AWS as AI model providers for Now Assist skills and AI agents in addition to Now LLM Service and Azure OpenAI. * Use a decorative loader to elevate visual interest during content loading in Strategic Planning. * Refine the planning item text descriptions by enabling AI assistance. * Use ServiceNow Otto for SPM AI agents to help optimize workflows, improve productivity, and automate your tasks. See [ServiceNow Otto for Strategic Portfolio Management](https://www.servicenow.com/docs/access?context=now-assist-spm&family=yokohama&ft:locale=en-US) for more information. | | Zurich | [Zurich Patch 5](https://www.servicenow.com/docs/access?context=zurich-patch-5&family=zurich&ft:locale=en-US) * Review changes to Now Assist usage measurement. [Zurich Patch 4](https://www.servicenow.com/docs/access?context=zurich-patch-4&family=zurich&ft:locale=en-US) * All ServiceNow Otto for SPM skills are activated by default. * Use the identify similar records skill to find similar demands based on contextual similarity. * Enable the project task monitor AI agent to autonomously monitor project tasks on the critical path of a project. * Use the Send preview button to share a project insights email instantly. * Generate measurable targets from goals information and optional context with the target generation skill. [Zurich Patch 1](https://www.servicenow.com/docs/access?context=zurich-patch-1&family=zurich&ft:locale=en-US) * Use Google Gemini and Anthropic Claude on AWS as AI model providers for Now Assist skills and AI agents in addition to Now LLM Service and Azure OpenAI. See [ServiceNow Otto for Strategic Portfolio Management](https://www.servicenow.com/docs/access?context=now-assist-spm&family=zurich&ft:locale=en-US) for more information. | | Australia | * Use the goal insights skill to generate insights for goals to gain predictive, actionable visibility into goal health. * Generate a story for your epic using Now Assist. See [ServiceNow Otto for Strategic Portfolio Management](https://www.servicenow.com/docs/access?context=now-assist-spm&family=australia&ft:locale=en-US) for more information. | [ ]