---
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


---

# Success health monitor AI agent

# Success health monitor AI agent {#ariaid-title1}

Release version: Australia  
Updated October 27, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
The agent retrieves metric trend analysis for engagements. It creates a risk signal or risk occurrence for each engagement whose health metrics are declining.

## Workflow {#tmt-success-health-monitor-ai-agent__sstxjcsercyz}

The agent monitors engagement health and creates risk records without asking the user for input.

1. Fetch the metric trend data for the engagements.
2. Identify the engagements that need a risk record from the trend summaries, and display the list to the user.
3. Create a risk signal or risk occurrence for each engagement on the list. The short description includes the engagement title and the reason, Health Declined, and the description includes the metric trend analysis.
{#tmt-success-health-monitor-ai-agent__ol_tro_kug_say}  
{#tmt-success-health-monitor-ai-agent__sstxjcsercyz__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 Action :   Fetch metric trend data from system Script :   Create risk signal or risk occurrence |
| 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 | [Monitor engagement health agentic workflow](https://www.servicenow.com/docs/access?context=now-assist-tmt-monitor-health&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).