--- sourceDocument: Australia Enable AI sourceDocumentLink: https://www.servicenow.com/docs/r/australia/intelligent-experiences Release : - australia ft:locale : - en-US ft:publication_title : - Australia Enable AI ft:clusterId : - platai bundleId : - platai workflow : - Platform --- # Search contracts AI agent # Search contracts AI agent {#ariaid-title1} Release version: Australia Updated June 1, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 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 Search contracts AI agent The Search contracts AI agent is designed to assist legal professionals, procurement teams, sales executives, and compliance officers by enabling conversational search and question-and-answer interactions focused on legal contracts. It helps users efficiently find and understand contract metadata and content, providing direct links to relevant results. The agent strictly handles factual contract searches and does not support drafting, modifying, or legally interpreting contracts. Show full answer Show less ## Workflow * The agent processes user queries to determine if they request contract attachment retrieval or a search based on contract metadata, content, or both. * It conducts the appropriate search and informs users about available results, prompting them to select "Show" to view details. * If no results are found, it guides users to rephrase or broaden their queries. * The agent requests clarification for ambiguous queries rather than making assumptions. * It politely declines unsupported requests beyond factual search capabilities, offering assistance with valid queries instead. ## Configuration and Access Controls * **Third-party access:** Can be enabled or disabled to allow external AI agents to use this agent; disabled by default. * **AI specialist access:** Enables advanced configuration options for specialists to map inputs and responses; disabled by default. * **Long-term memory:** Optionally retains all previous user interactions as context for the language model; disabled by default. * These settings are managed through specific ServiceNow system properties and AI agent configuration tables. ## Tools and Roles * Includes subflows and scripts for contract information retrieval, query classification, and attachment retrieval. * Access is controlled by defined user roles and data access roles such as `sncmgenai.aicontractfulfiller`, `contractmanager`, and others, ensuring secure and appropriate data handling. ## Integration and Usage * The agent can be integrated with Virtual Agent or ServiceNow Otto panel via Assistant Designer for conversational experiences. * It supports agentic workflows focused on conversational contract search and insight generation. * Administrators can configure triggers to automate the agent's activation as needed. This AI agent enhances ServiceNow Contract Management by streamlining contract discovery and understanding through natural language interactions, improving efficiency for users involved in contract lifecycle management. This AI agent helps legal professionals, procurement teams, sales executives, and compliance officers find and understand legal contracts through conversational search and Q\&A. It classifies each query, retrieves matching contract metadata or content, and links directly to results, while declining requests to draft, modify, or legally interpret contracts. ## Workflow {#cm-search-contracts-ai-agent__zsmdlwierhjt} The agent searches and answers questions about legal contracts on the user's behalf. 1. Determine if the request is for retrieving an attachment from a contract, and if so, retrieve the attachment directly. 2. Otherwise, classify the query as structured (metadata-based), unstructured (content-based), or a combination of both. 3. Run the appropriate contract search based on that classification and check whether matching results were found. 4. If matching results are found, let the user know they can select "Show" to view them; if not, ask the user to rephrase or broaden their search. 5. Ask for clarification before acting on an ambiguous query instead of guessing what the user means. 6. Politely decline any request that goes beyond factual contract search, such as drafting, modifying, or legally interpreting a contract, and offer to help with a supported request instead. {#cm-search-contracts-ai-agent__ol_cm_search_contracts} {#cm-search-contracts-ai-agent__zsmdlwierhjt__entry__2} | 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](https://www.servicenow.com/docs/MUqSU8rHp3ao~q3QEWgHkA "Find more information about user roles, tables, and the different properties that are installed in ServiceNow Otto AI agents."). | | Tools | Subflow : Contract information retrieval Generative AI Skill : Contracts query classifier Script : Retrieve attachments of a Record | | Allowed user roles The specific user roles that can access this AI agent. | sn_cm_gen_ai.ai_contract_fulfiller | | Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. | sn_cm_gen_ai.ai_contract_fulfiller, sn_lg_ops.request_fulfiller, sn_cm_core.contract_fulfiller, contract_manager, sn_cm_obligation.obligation_fulfiller | | Triggers | Optional. None defined by default. An admin can specify triggers if desired. For more information, see [Add a trigger to an AI agent](https://www.servicenow.com/docs/NXqRJBQV_Vw00FEzklcAJw "In the guided setup for an AI agent, add triggers to run the AI agent automatically when certain conditions are met."). | | Channels | Configure an assistant for Virtual Agent or ServiceNow Otto panel using [Assistant Designer](https://www.servicenow.com/docs/access?context=configure-now-assist-va&version=australia&pubname=australia-conversational-interfaces&ft:locale=en-US). | | Used in agentic workflows | [Conversational contract search and insights](https://www.servicenow.com/docs/access?context=cmpro-agentic-use-conv-search&version=australia&pubname=australia-employee-service-management&ft:locale=en-US) | [Table 1. Configuration] For more information, see [Contract Management Pro](https://www.servicenow.com/docs/access?context=cncore-cmpro-landing-page&version=australia&pubname=australia-employee-service-management&ft:locale=en-US).