--- 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 --- # Deal Registration AI agent # Deal Registration AI agent {#ariaid-title1} Release version: Australia Updated October 6, 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 Deal Registration AI agent The Deal Registration AI agent streamlines the entire deal registration process for channel partners and enterprise users. It supports creating, updating, and submitting deal registrations by managing customer and product information, as well as handling product line items like additions and removals. This AI agent ensures all required data is collected and validated while enforcing authorization based on user roles and deal categories. Show full answer Show less ## Key Features * **End-to-end deal registration workflow:** Guides users through customer resolution, product selection, field updates, and submission. * **Authorization and access control:** Validates user roles (Partner Staff or Enterprise Staff) and deal registration category permissions (Account, Consumer, or both). * **Customer and product resolution:** Enables searching existing customers or adding new ones and resolving product names against the catalog. * **Flexible field management:** Allows optional updates to deal type, partner program, estimated close date, and deal registration fields. * **Configurable access settings:** Administrators can enable third-party access, AI specialist access, and long-term memory for enhanced context handling. * **Integrated tools and actions:** Supports conversational topics and flow actions such as creating, updating, deleting line items, and validating partner and program information. * **Multiple user roles supported:** Accessible by various internal and external roles, including Enterprise Deal Registration Managers, Contributors, Agents, and Partner Sales Representatives. * **Channel availability:** Enabled for the ServiceNow Otto panel and partner portals; supports integration into agentic workflows. ## Practical Benefits for ServiceNow Customers By leveraging the Deal Registration AI agent, customers can expect a more efficient and error-resistant deal registration process, reducing manual data entry and ensuring compliance with partner program requirements. The agent's role-based access controls and validation mechanisms help maintain data integrity and security while providing an intuitive interface for both internal staff and external partners. Administrators have flexibility to tailor access and memory settings to best fit organizational needs. Manages the end-to-end deal registration workflow. Creates, updates, and submits deal registrations for channel partners; resolves customer and product information; and handles product line item management including additions and removals. ## Workflow {#prm-deal-registration-agent-ai-agent__mezuruvqelsy} The Deal Registration Agent assists users in creating, modifying, and submitting deal registrations for partner and enterprise channels. It guides users through customer resolution, product selection, field updates, and submission, while ensuring all mandatory information is captured and validated. The agent enforces authorization through internal role checks (Partner Staff or Enterprise Staff). It validates user access against the deal registration categories users can create: Account, Consumer, or both. 1. Verify your user type and access permissions to determine which deal categories you can create. 2. Provide mandatory information: channel partner details and either Account or Consumer information. 3. Resolve customer information by name; select from matches or add as a new customer. 4. Optionally update deal registration fields such as deal type, partner program, or estimated close date. 5. Add products to the deal registration by resolving product names against the catalog. 6. Confirm and review the complete deal registration details. 7. Submit the deal registration for processing. {#prm-deal-registration-agent-ai-agent__mezuruvqelsy__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 | Conversational Topics : Create Deal Registration : Create Deal registration line item : Delete Deal registration line item : Get Deal registration details : Look up Deal Registration Line item : Resolve Customer information : Resolve Product offerings : Update Deal registration fields : Update work notes Flow Actions and Subflows : Fetch User type and Access : Submit Deal registration : Validate Channel Partner information : Validate Program and Deal registration type | | Allowed user roles | Multiple internal and external roles can access this agent. For the full list of roles and access points, see the Roles that can access Deal Registration AI agent section. | | 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 | Enable the AI agent for the ServiceNow Otto panel. | | Used in agentic workflows | * Deal Registration Workflow * Default VA Workflow | [Table 1. Configuration] ## Roles that can access Deal Registration AI agent {#prm-deal-registration-agent-ai-agent__roles_required} The following roles can access the Deal Registration AI agent: {#prm-deal-registration-agent-ai-agent__table_roles_access__entry__3} | Role | User type | Access point | |-|-|-| | Enterprise Deal Registration Relationship Manager | Internal | Now Assist Panel | | Enterprise Deal Registration Relationship Contributor | Internal | Platform workspace | | Enterprise B2B Deal Registration Agent | Internal | Platform workspace | | Enterprise B2C Deal Registration Agent | Internal | Platform workspace | | Enterprise Deal Registration Agent | Internal | Platform workspace | | Partner B2B Deal Registration Initiator | External | Partner portal | | Partner B2C Deal Registration Initiator | External | Partner portal | | Partner B2B Sales Representative | External | Partner portal | | Partner B2C Sales Representative | External | Partner portal | [Table 2. Roles and access points for the Deal Registration AI agent] {#prm-deal-registration-agent-ai-agent__table_roles_access}