--- 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 envelope management AI agent # Docusign eSignature envelope 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 envelope management AI agent The Docusign eSignature envelope management AI agent enables ServiceNow customers to efficiently manage Docusign eSignature envelopes within their platform. It supports creating, modifying, sending, tracking, and canceling envelopes, as well as handling recipient and field data. The agent attaches completed signature certificates directly to ServiceNow records, streamlining digital signature workflows. Show full answer Show less ## Key Features * **Envelope Creation:** Generate draft envelopes from predefined templates or composite templates, allowing pre-configured document sets. * **Recipient Management:** Add, remove, or look up recipients by role name or ID, simplifying recipient handling within envelopes. * **Field Management:** Look up fields and field IDs, retrieve and set field values to customize envelope content dynamically. * **Envelope Sending:** Send envelopes normally, generate embedded sending URLs for embedded workflows, or send ad-hoc signature requests to one or multiple users. * **Signature Tracking:** Wait for signatures to complete, then automatically attach the signed certificate to the relevant ServiceNow record. * **Envelope Cancellation:** Cancel envelopes that are no longer needed, ensuring control over the signature process. * **Outcome Reporting:** Provide detailed feedback on actions taken, including error reporting for troubleshooting. ## Configuration and Access * **Third-Party and Specialist Access:** Administrators can enable third-party AI agents and AI specialists to access this agent, expanding integration and customization capabilities. * **Long-Term Memory:** Optionally enable long-term memory to maintain context from previous user interactions, enhancing conversational continuity. * **User Roles:** Access is controlled by specific user and data access roles (default: `sncinternal`), ensuring secure and appropriate use. * **Tools and Flow Actions:** The agent includes numerous flow actions like adding/removing recipients, creating envelopes, sending requests, and managing fields to support automation and integration in workflows. * **Channels and Integration:** Can be configured for Virtual Agent or ServiceNow Otto panel via Assistant Designer, facilitating conversational and agentic workflows. ## Practical Benefits for ServiceNow Customers This AI agent simplifies and automates the full lifecycle of managing Docusign eSignature envelopes directly from ServiceNow, reducing manual effort and errors. It enhances compliance and auditability by attaching completed certificates to records and offers flexible configuration to suit organizational roles and processes. Customers can expect streamlined signature workflows, improved tracking, and seamless integration between ServiceNow and Docusign eSignature. This AI agent manages Docusign eSignature envelopes. It creates envelopes from templates, manages recipients and field values, sends envelopes and ad-hoc signature requests, waits for signatures, cancels envelopes, and attaches certificates to ServiceNow records. ## Workflow {#inth-docusign-docusign-esignature-envelope-management-ai-agent__fbfyfpoipcgb} The agent helps the user prepare, send, and track envelopes in Docusign eSignature. 1. Ask the user what they want to do and collect the details the action needs, such as the envelope, template, or recipients. 2. Create a draft envelope from a template or a composite template. 3. Add or remove recipients, and look up recipients or a recipient ID by role name. 4. Look up fields, field IDs, and field values, and set field values. 5. Send the envelope, generate an embedded sending URL, or send an ad-hoc signature request to one or more users. 6. Wait for the signature and attach the completion certificate to a ServiceNow record. 7. Cancel an envelope that is no longer needed. 8. Report the outcome to the user, including details of any error. {#inth-docusign-docusign-esignature-envelope-management-ai-agent__ol_ztr_xtn_cos} {#inth-docusign-docusign-esignature-envelope-management-ai-agent__fbfyfpoipcgb__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 : Add Recipient to Envelope : Add Recipients to Envelope : Attach DocuSign Certificate to ServiceNow Record : Cancel Envelope : Create Draft Envelope from Template : Create Envelope from Composite Template : Generate Embedded Sending URL : Look up Field ID : Look up Field Value : Look up Fields : Look up Recipient ID by Role Name : Look up Recipients in an Envelope : Remove Recipient from Envelope : Send Adhoc Signature Request to User : Send Adhoc Signature Request to Users - Inline : Send Envelope : Set Field Value : Wait for Signature from DocuSign | | 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)