--- 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 --- # Docusign eSignature bulk envelopes management AI agent # Docusign eSignature bulk envelopes management AI agent {#ariaid-title1} Release version: Australia Updated September 30, 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 Docusign eSignature Bulk Envelopes Management AI Agent The Docusign eSignature Bulk Envelopes Management AI Agent enables ServiceNow users to efficiently manage bulk sending of envelopes via Docusign eSignature. It supports creating, updating, looking up, and deleting bulk send lists and batches, as well as creating bulk send and test requests. This AI agent streamlines bulk envelope workflows by interacting directly with Docusign's bulk sending capabilities. Show full answer Show less ## Key Features * **Bulk Send List Management:** Create, update, look up, and delete bulk send lists to organize recipients for bulk envelope sending. * **Bulk Send Requests:** Generate both bulk send requests and bulk send test requests to initiate envelope distribution. * **Bulk Send Batch Operations:** Look up batches and their envelopes, check batch statuses, update batch statuses, and apply batch actions. * **User Interaction:** The agent interacts with users to determine required actions and gathers necessary details such as list or batch IDs. * **Outcome Reporting:** Provides feedback on actions performed, including error details if applicable. * **Access Controls:** Access to this AI agent is restricted to specified user roles (default is *sncinternal*) and data access roles, ensuring secure operations. * **Configurability:** Settings allow enabling third-party AI agents and AI specialists to access this agent, unlocking advanced configuration and input/output mapping capabilities. * **Long-Term Memory (optional):** When enabled, the agent can use past user interactions as context to improve response relevance. * **Integration:** Can be configured for use with Virtual Agent or ServiceNow Otto panel through Assistant Designer. ## Configuration and Usage Administrators can control visibility and permissions via AI Agent configuration tables and system properties, including: * Allowing third-party or specialist access to the agent. * Enabling long-term memory for contextual awareness. * Assigning specific user roles for agent access. * Defining triggers to automate agent invocation if desired. ## Benefits for ServiceNow Customers * Automates and simplifies the management of bulk envelope sending with Docusign eSignature, saving time and reducing manual errors. * Provides a conversational interface to guide users through bulk sending workflows efficiently. * Ensures secure and role-based access to bulk envelope management features. * Supports test requests to validate bulk sending processes before production use. * Integrates seamlessly with ServiceNow Virtual Agent and Otto AI panel, enhancing user interaction and productivity. This AI agent manages Docusign eSignature bulk sending. It creates, updates, looks up, and deletes bulk send lists, creates bulk send and test requests, and looks up and updates bulk send batches. ## Workflow {#inth-docusign-docusign-esignature-bulk-envelopes-management-ai-agent__chldjkwrxktr} The agent helps the user send envelopes in bulk with Docusign eSignature. 1. Ask the user what they want to do and collect the details the action needs, such as the bulk send list or batch ID. 2. Look up bulk send lists or a specific list. 3. Create, update, or delete a bulk send list. 4. Create a bulk send test request or a bulk send request. 5. Look up bulk send batches, their envelopes, or a batch's status. 6. Update a batch's status or apply a batch action. 7. Report the outcome to the user, including details of any error. {#inth-docusign-docusign-esignature-bulk-envelopes-management-ai-agent__ol_stg_njj_ztp} {#inth-docusign-docusign-esignature-bulk-envelopes-management-ai-agent__chldjkwrxktr__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 | Flow Actions : Create Bulk Send List : Create Bulk Send Request : Create Bulk Send Test Request : Delete Bulk Send List : Look up Bulk Send Batch Envelopes Stream : Look up Bulk Send Batch Status : Look up Bulk Send Batches Stream : Look up Bulk Send List : Look up Bulk Send Lists : Update Bulk Send Batch Action : Update Bulk Send Batch Status : Update Bulk Send List | | Allowed user roles The specific user roles that can access this AI agent. | snc_internal | | Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. | snc_internal | | 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 | Not applicable. | [Table 1. Configuration] **Related topics** * [Docusign eSignature Spoke](https://www.servicenow.com/docs/access?context=docusign-spoke&version=australia&pubname=australia-integrate-applications&ft:locale=en-US) * [Integration Hub spokes](https://www.servicenow.com/docs/access?context=spokes-list&version=australia&pubname=australia-integrate-applications&ft:locale=en-US)