---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Install AI sales activity association

# Install AI sales activity association {#ariaid-title1}

Release version: Australia  
Updated June 30, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
You can install the AI sales activity association application (com.sn_act_assoc_agent) if you have the admin role. The application installs related ServiceNow® Store applications and plugins if they are not already installed.

## Before you begin

* Ensure that the application and all of its associated ServiceNow Store applications have valid ServiceNow entitlements. For more information, see [Get entitlement for a ServiceNow
  product or application](https://store.servicenow.com/$appstore.do#!/store/help?article=KB0030186).
* Review the [AI sales activity association](https://store.servicenow.com/sn_appstore_store.do#!/store/application/e70338356063b690f8779654ad7ebaeb/) application listing in the ServiceNow Store for information on dependencies, licensing or subscription requirements, and release compatibility.

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Role required: admin

## About this task

The following store applications and plugins are installed as a dependency with AI sales activity association:

* Opportunity Management \[com.sn_l2c_oppty_mgmt\]
* ServiceNow Otto for Platform \[com.sn.now.platform\]
* User Mailbox Integration \[com.glide.email.user_mailbox.integration\]
* CRM Outlook Add-in \[com.sn_crm_outlook_addin\]
* Notifications Email Agents \[com.sn_notif_agents\]

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For associating emails to Lead records, install Lead Management separately.

## Procedure

1. Navigate to AllSystem ApplicationsAll Available ApplicationsAll.
2. Find the AI sales activity association application (com.sn_act_assoc_agent) using the filter criteria and search bar.  
   You can search for the application by its name or ID. If you cannot find the application, you might have to request it from the ServiceNow Store.  
   A list of the versions available to you is displayed.
3. Select a version from the list and select Install.  
   In the Review Installation Details dialog box, any dependencies installed with your application are listed.{#install-ai-sales-activity-association__p_id1_nfg_h1c}
4. If you're prompted, follow the links to the ServiceNow Store to get any additional entitlements for dependencies.
5. **Optional:** If demo data is available and you want to install it, select the Load demo data check box.  
   Demo data are the sample records that describe application features for common use cases. Load the demo data when you first install the application on a development or test instance.
6. Select Install.
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## What to do next

* Index the Lead \[sn_lead_mgmt_core_lead\] and Opportunity \[sn_opty_mgmt_core_opportunity\] tables, so that the records from these tables are searchable by the agentic AI workflow. For more information, see [Perform a full table index or reindex for a single AI Search indexed source](https://www.servicenow.com/docs/access?context=index-single-source-ais&version=australia&pubname=australia-platform-administration&ft:locale=en-US).
* [Configure email promotion rules for Activity Management](https://www.servicenow.com/docs/k_ILTepUfYv5993B1z3OBQ "Configure email promotion rules to automatically process staged emails for manual association through the ServiceNow CRM for Outlook add-in or to trigger AI-powered auto-association with existing sales entities.")
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**Related tasks**   

* [Install Lead Management](https://www.servicenow.com/docs/pw772PSBX5WJmot4DcYhTw "If you have the admin role, you can install the Lead Management application. The application includes the demo data and installations that are related to ServiceNow Store applications and plugins.")  
**Related topics**   

* [Indexing content from AI Search indexed sources](https://www.servicenow.com/docs/access?context=indexing-content-ais&version=australia&pubname=australia-platform-administration&ft:locale=en-US)

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