---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/pt-BR/employee-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Virtual Agent conversations for Contact Tracing

# Virtual Agent conversations for Contact Tracing {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 min. de leitura

Contact Tracing provides a Virtual Agent conversation to
assess the health of potentially exposed contacts via SMS.

## Overview {#contact-tracing-va-sms__section_emz_2lw_p4b}

A Virtual Agent conversation topic enables a dialog between the Virtual Agent (chatbot) and a user to accomplish a specific goal. The provided
Exposure conversation topic for Contact Tracing asks potentially exposed contacts
questions based on the Exposure Case Task Survey. Contact tracers use the responses to assess
the health of a potentially exposed contact.

Contact Tracing uses an SMS outreach to initiate the Virtual Agent conversation and begin the survey. The Exposure Case Task Survey outreach can be sent
automatically when users are added to case tasks as exposed contacts. Alternatively, contact
tracers can send the survey manually while working on a case task by selecting the
Send SMS Survey button. Users who receive the survey can reply back via
SMS.  
Organizations can use the Exposure conversation topic and Exposure Case Task Survey as provided or customize it. For example, you might want to add a "Prefer not to say" answer option to one or more questions.  
Nota:  
To complete the customization, you must apply any changes to both the Exposure conversation topic in Virtual AgentDesigner and the Exposure Case Task Survey in SurveyView Surveys. Applying changes to only the conversation topic or the survey will not update both the topic and survey.

* For more information on updating conversation topics, see [Virtual Agent Designer](https://www.servicenow.com/docs/access?context=conversation-designer-virtual-agent&version=australia&pubname=australia-conversational-interfaces&ft:locale=en-US).
* For more information on updating surveys, see [Survey designer](https://www.servicenow.com/docs/access?context=c_SurveyDesigner&version=australia&pubname=australia-servicenow-platform&ft:locale=en-US).
{#contact-tracing-va-sms__ul_v3s_rnw_p4b}

## Installation and setup requirements {#contact-tracing-va-sms__section_wjv_jnq_p4b}

Note the following requirements to use Virtual Agent with SMS:

* A Twilio account and phone number.

* The Emergency Outreach application.

  For details, see [Install Emergency Outreach](https://www.servicenow.com/docs/dzFiIQh30syNk6Dn4GJqxw#install-emergency-outreach "You can install Emergency Outreach if you have the admin role.").
* The Virtual Agent plugin (com.glide.cs.chatbot).

* Conversational SMS Integration with Twilio application (sn_va_sms_twilio).

  For more information, see [Set up the Conversational SMS Integration
  with Twilio](https://www.servicenow.com/docs/access?context=configure-twilio-adapter&version=australia&pubname=australia-conversational-interfaces&ft:locale=en-US).

{#contact-tracing-va-sms__ul_tc2_hsp_p4b}  
Note the following requirements for users to complete Exposure Case Task Surveys via SMS:

* Your organization must install and set up Virtual Agent for use with SMS.
* To receive SMS messages for Contact Tracing, users must have a mobile phone number listed on their user record \[sys_user\]. Mobile numbers must be in E.164 format, for example, <kbd class="ph userinput">+18585551212</kbd>.
* Privacy consent for Contact Tracing must be configured before users can reply to SMS messages. For instructions and more information, see [Setting up data privacy consent settings for Contact Tracing](https://www.servicenow.com/docs/37VoNBN~qxCSkEVPUCtoGg "As an admin, you can configure privacy consent templates, location-based privacy configurations, email notifications, and outreach notifications for sending privacy consent alerts in Contact Tracing.").
* Users must agree to the privacy consent before they can respond to the survey.
{#contact-tracing-va-sms__ul_mcn_crq_p4b}

## Send Exposure Case Task Surveys automatically via SMS {#ariaid-title2}

As an administrator, you can configure Contact Tracing to enable
Exposure Case Task Surveys to be automatically sent via SMS.

### Antes de Iniciar

Ensure that the installation and setup requirements to enable Virtual Agent conversations for Contact Tracing are
met. For more information, see [Virtual Agent conversations for Contact Tracing](https://www.servicenow.com/docs/gvFDQbIC8yL40ZFlPibQSA#contact-tracing-va-sms "Contact Tracing provides a Virtual Agent conversation to assess the health of potentially exposed contacts via SMS.").

Role required: admin

### Por Que e Quando Desempenhar Esta Tarefa

Enable the sn_imt_tracing.enable_sms_exposure_survey property so
that Exposure Case Task Surveys are sent automatically when users are added to
Exposed Contacts. Potentially exposed contacts can respond to the surveys via SMS,
providing contact tracers with an assessment of their health status.

### Procedimento

1. Configure the sn_imt_tracing.enable_sms_exposure_survey property.
   1. Navigate to Contact TracingAdministrationProperties.
   2. Set the sn_imt_tracing.enable_sms_exposure_survey property to Yes.
   3. Click Save.
   {#contact-tracing-configure-va-sms__substeps_vyt_lpq_p4b}
2. **Opcional:** Modify the survey questions and answers sent to potentially exposed contacts.  
   For example, add a "Prefer not to say" answer option to one or more questions.
   1. Update the Exposure Virtual Agent conversation topic in Virtual AgentDesigner.  
      For more information on updating conversation topics, see [Virtual Agent
      Designer](https://www.servicenow.com/docs/access?context=conversation-designer-virtual-agent&version=australia&pubname=australia-conversational-interfaces&ft:locale=en-US).
   2. Update the Exposure Case Task Survey in SurveyView Surveys.  
      For more information on updating surveys, see [Survey
      designer](https://www.servicenow.com/docs/access?context=c_SurveyDesigner&version=australia&pubname=australia-servicenow-platform&ft:locale=en-US).

   To complete the customization, you must apply any changes to both the
   Exposure conversation topic in Virtual AgentDesigner and the Exposure Case Task Survey in SurveyView Surveys. Applying changes to only the conversation topic or the
   survey will not update both the topic and survey.

### Resultado

When adding users to potentially exposed contacts in case tasks:

* Potentially exposed contacts are automatically added to the Exposure case task survey audience.
* The Exposure Case Task Survey outreach sends the SMS notification to the audience and the Virtual Agent processes the responses, executing the survey as an SMS conversation.
* Survey answers are stored in the \[asmt_metric_result\] table.
{#contact-tracing-configure-va-sms__ul_rgr_c5v_p4b}

