--- 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 --- # Draft meeting scheduler AI agent # Draft meeting scheduler AI agent {#ariaid-title1} Release version: Australia Updated October 27, 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 Draft meeting scheduler AI agent The Draft meeting scheduler AI agent streamlines the process of editing and sending draft touchpoint meetings for customer success agents. It allows users to update key meeting details such as invitees, subject, agenda, date, time, duration, and meeting link before sending the invitation. This agent ensures meetings are accurately configured and provides flexibility for users to review and modify meeting information interactively. Show full answer Show less ## Workflow * Prompt the user for the meeting number if not already provided. * Request the selection of invitees. * Ask whether to generate a meeting link. * Display all meeting details (subject, date/time, duration, meeting link, invitees, agenda) for user review. * Allow the user to update any field and show updated details, repeating this until no further changes are needed. * Confirm whether to send the invitation; if declined, save the meeting as a draft with all changes preserved. ## Configuration and Access * **Third-party access:** Disabled by default; can be enabled via the AI Agent configs table to allow external AI agents to use this agent. * **AI specialist access:** Disabled by default; enabling it unlocks advanced configuration options for input mapping and response templates. * **Long-term memory:** Disabled by default; when enabled, previous user interactions provide context to the language model to enhance responses. ## Tools and Permissions The agent utilizes several tools to perform its functions, including: * Changing meeting records * Generating meeting links * Retrieving meeting information and identifiers * Sending invitations User access to the agent is controlled via specific roles, primarily the **snacctlc.customersuccessagent** data access role, ensuring that only authorized customer success agents can operate it. ## Deployment and Integration * The agent can be integrated into Virtual Agent or ServiceNow Otto panels using Assistant Designer for enhanced user interaction. * It supports agentic workflows, specifically designed for drafting and scheduling touchpoint meetings. * Administrators may optionally define triggers to automate the agent's activation as needed. This AI agent helps ServiceNow customers efficiently manage customer success touchpoint meetings by simplifying scheduling, ensuring accuracy, and maintaining drafts until invitations are confirmed to send. The agent edits a draft touchpoint meeting for a customer success agent. It updates the invitees, subject, agenda, date and time, duration, and meeting link, then sends the invitation. ## Workflow {#tmt-draft-meeting-scheduler-ai-agent__kypdkcfiauyt} The agent helps the user review and adjust a draft touchpoint meeting before sending the invitation. 1. Ask the user for the meeting number if it isn't already available. 2. Ask the user to select the invitees. 3. Ask whether to generate a meeting link. 4. Display the meeting details, including subject, date and time, duration, meeting link, invitees, and agenda, for the user to review. 5. Update any field the user wants to change, and display the updated details. Repeat until the user has no more changes. 6. Ask whether to send the invitation, and send it when the user agrees. 7. Keep the meeting in a draft state with all information saved if the user declines to send the invitation. {#tmt-draft-meeting-scheduler-ai-agent__ol_jei_wuc_esi} {#tmt-draft-meeting-scheduler-ai-agent__kypdkcfiauyt__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 | Script : Change meeting record : Generate meeting link : Get meeting information : Get the Meeting sysID : Send invitation Topic : Select Date Time : Select invitees | | Allowed user roles The specific user roles that can access this AI agent. | Not defined. | | Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. | sn_acct_lc.customer_success_agent | | 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 | [Draft and schedule touchpoint meetings agentic workflow](https://www.servicenow.com/docs/access?context=now-assist-tmt-touchpoint-meeting-scheduler&version=australia&pubname=australia-telecom-media-technology&ft:locale=en-US) | [Table 1. Configuration] Learn more about Customer Success Management at [Customer Success Management](https://www.servicenow.com/docs/access?context=account-lifecycle-events-landing&version=australia&pubname=australia-acct-lifecycle-events&ft:locale=en-US).