--- sourceDocument: brazil Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/delta-australia-brazil Release : - brazil ft:locale : - en-US ft:publication_title : - brazil Combined Product Files ft:clusterId : - delta3ba bundleId : - delta3ba --- # Combined Smart Assessment Engine release notes for upgrades from Australia to Brazil # Combined Smart Assessment Engine release notes for upgrades from Australia to Brazil {#ariaid-title1} Release version: Brazil Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 8 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 Combined Smart Assessment Engine release notes for upgrades from Australia to Brazil This consolidated release notes document assists ServiceNow customers upgrading the Smart Assessment Engine (SAE) from the Australia release family to Brazil. It provides a comprehensive summary of new features, changes, deprecations, and important upgrade information spanning all related releases between Australia and Brazil. Show full answer Show less The document highlights enhancements introduced since Australia, including AI-driven response assistance, embedded assessments, template versioning, and collaboration improvements, helping customers understand what capabilities to expect post-upgrade and how to prepare for a smooth transition. ## Key Features * **ServiceNow Otto AI Response Assist:** Starting in Australia 22.3.5, responders can draft and auto-apply assessment answers powered by AI that cites multiple sources. It supports reuse of prior assessments and document-based answers, reducing manual re-entry and effort. * **Embedded Assessments:** Introduced in Australia 22.3.x, assessments can be embedded within parent workflows, playbooks, or record pages, enabling completion without context switching. Access permissions inherit from the parent record, simplifying security management. * **Template Versioning:** Allows updating published assessment templates without duplicating or deprecating originals. This feature ensures auditability for ongoing assessments while enabling content refreshes for regulatory or annual changes. * **Enhanced Collaboration:** Includes question-level flags, comments, and a dedicated Work Notes tab for reviewer conversations. Primary owners can delegate sections to subject matter experts (SMEs) for granular collaboration and editing. * **Improved User Experience:** Features such as continuous scrolling through questions, hiding irrelevant conditional questions, and multi-filtering on question lists reduce assessment fatigue and improve responder focus. * **Assessment Management Enhancements:** Capability to programmatically combine multiple assessments based on custom logic and view scope item fields directly in assessment task lists for better context during reviews. * **Quick Edit for Published Templates:** Enables inline editing of titles, descriptions, and reader roles on published templates by template managers, streamlining template maintenance. * **ServiceNow Otto AI Platform Changes:** The default large language model provider switched from the Now LLM Service to a third-party LLM for new or inactive AI assets, with tiered licensing (Foundation, Advanced, Prime) controlling access to AI features and workflows. ## Upgrade and Activation Information * **Pre- and Post-Upgrade Tasks:** Customers are advised to review and complete recommended upgrade tasks before moving to Brazil to ensure a smooth transition. * **Installation:** Smart Assessment Engine is available through the ServiceNow Store. Customers can request installation or upgrades via the Store, which also provides cumulative release notes and version histories. * **Access and Permissions:** Template categories now support multi-select role assignments for flexible access control. ## Changes and Removals * No features or functionality were removed or deprecated between Australia and Brazil releases. * Several internal changes to AI platform integration and licensing tiers provide enhanced AI experience control. ## Additional Notes * No changes were made to browser requirements, localization, or accessibility compliance between Australia and Brazil. * Several patches in Australia introduced incremental improvements that remain relevant when upgrading to Brazil, such as improved inline collaboration and AI response assist enhancements. By upgrading to the Brazil release with these enhancements, ServiceNow customers can expect a more intelligent, efficient, and collaborative assessment process that leverages AI-powered assistance, streamlined template management, and embedded workflows to reduce manual effort and improve accuracy and compliance. Consolidated page of all release notes for Smart Assessment Engine from Australia to Brazil. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Smart Assessment Engine release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Australia to Brazil. Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release." ## Important information for upgrading Smart Assessment Engine to Brazil Before you upgrade to Brazil, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-smartassessmentengine-summary__entry__2} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## New features Between your current release family and Brazil, new features were introduced for Smart Assessment Engine. {#dfrn3-smartassessmentengine-summary__entry__8} | Release | Release notes | |-|-| | Australia | [ServiceNow Otto for SAE](https://www.servicenow.com/docs/access?context=servicenow-otto-for-smart-assessment-engine&family=australia&ft:locale=en-US) : Starting with version 22.3.5, responders can use AI Response Assist to draft answers to assessment questions and auto-apply the top suggestion --- drawing from multiple sources with citations instead of starting from scratch. * **Previous assessments:** Reuse answers from past SAE and classic assessments, eliminating re-entry across annual refreshes, new regulations, and recurring questionnaires. * **Documents:** Generate answers from documents attached to the assessment or pulled from a document management system (DMS). Responders can upload or select PDF, Word, and image files (up to 5 documents, 200 pages each). Responders can also preview documents and trace each answer to a source snippet. Responders choose suggestion only mode (review each suggestion with Apply or Discard) or Auto-apply mode (the top suggestion is applied to each question automatically). Either way, responders can edit any answer before submission. [Embedded assessments](https://www.servicenow.com/docs/access?context=embedded-assessments&family=australia&ft:locale=en-US) : Starting with version 22.3.X, bring assessments directly into the parent workflow. Embedded assessments run inside host record pages, playbooks, and workflow, letting respondents complete their work without leaving the parent context. Configuration is per template category and doesn't require code change. Embedded assessments inherit read access from the parent record---only users with read access to the parent record can read the embedded assessment. [Template versioning](https://www.servicenow.com/docs/access?context=template-versioning&family=australia&ft:locale=en-US) : Starting with version 22.3.X, update published assessment templates without copying and deprecating the original. When a template manager publishes a new version, the prior version is automatically retired and future assessments use the new version. Template versioning preserves auditability for in-flight assessments while letting template managers publish new versions to reflect corrections, regulatory changes, or annual content refreshes. * A version-info bar on every published template shows the current version and exposes a create new version action that returns the template to Draft. * A full version history view captures who created each version, when, and which prior version it was branched from. * A new Delete template version action is available from the version actions menu. [SAE Enhancements](https://www.servicenow.com/docs/access?context=sae-template-designer&family=australia&ft:locale=en-US) : These SAE enhancements are available in version 22.3.X and later: * Flag individual questions that need attention with a single click. Flags move through three states---Flagged, Resolved, and Unflagged---and every transition is captured in the assessment activity log. * Add comments at the question level so responders, reviewers, and collaborators can resolve clarifications inline instead of relying on email or external tools. A new Work Notes tab next to the Comments tab provides a separate, role-gated conversation for reviewers or administrators. * Hide conditional questions that don't meet their visibility criteria so responders see only the questions relevant to them, eliminating Skipped clutter and reducing assessment fatigue. * Scroll continuously through questions within a section or sub-section instead of paginating, giving responders an uninterrupted answer flow. * Apply multiple filters at once on the question list (for example, Unanswered + Flagged + With comments) to focus on exactly the questions that need attention. * View scope item fields directly in the assessment task list so reviewers and assignees can see scope context without opening each assessment. * Programmatically create a combined assessment from multiple assessment IDs using any custom logic, removing the need for manual combine actions. For example, combine all control attestations belonging to an entity group into a single assessment. [Collaboration in assessments](https://www.servicenow.com/docs/access?context=collaboration-in-assessments&family=australia&ft:locale=en-US) : Starting with version 22.3.X, use granular delegation as a primary owner to assign individual assessment sections to SMEs. Respondents can view the entire assessment for context but can edit only their assigned sections. Monitor overall assessment progress and maintain final review and submission capabilities. [Quick edit for published templates](https://www.servicenow.com/docs/access?context=quick-edit-for-published-templates&family=australia&ft:locale=en-US) : Starting with version 22.3.X, edit published templates inline as a template manager, including edits to the titles, descriptions, and reader roles. | | Brazil | No updates for this release. | [ ] ## Changes Between your current release family and Brazil, some changes were made to existing Smart Assessment Engine features. {#dfrn3-smartassessmentengine-summary__entry__14} | Release | Release notes | |-|-| | Australia | [Large language models on the ServiceNow AI Platform](https://www.servicenow.com/docs/access?context=exploring-large-language-models&family=australia&ft:locale=en-US) : The Now LLM Service is no longer the default model provider for new or inactive AI assets. A third-party LLM is now selected by default, while existing configurations using the Now LLM Service continue unchanged. The Now LLM Service is still available for manual selection. [ServiceNow product tiers](https://www.servicenow.com/docs/access?context=ai-native-sku-overview&family=australia&ft:locale=en-US) : The ServiceNow AI Platform now brings you a new AI experience with three licensing tiers available: * Foundation: AI basics to deliver insights * Advanced: AI to boost productivity across relevant use cases * Prime: Act autonomously with all AI assets, and create your own Depending on your license, you will have access to certain application features, generative AI skills, agentic workflows, and AI agents. [Create an assessment template category](https://www.servicenow.com/docs/access?context=sae-asmnt-template-category-create&family=australia&ft:locale=en-US) : Enables one or more roles to access a template category with the multiselect Category Roles field. [Filtering questions in an assessment](https://www.servicenow.com/docs/access?context=filtering-questions-in-an-assessment&family=australia&ft:locale=en-US) : Apply multiple assessment filters at once (for example, Unanswered + AI-assisted). The navigation pane dynamically grays out sections with no matching questions so responders see exactly where attention is needed. [Create an assessment template category](https://www.servicenow.com/docs/access?context=sae-asmnt-template-category-create&family=australia&ft:locale=en-US) : Starting with version 22.3.X, the Category Role field in the assessment template category form is replaced with the Category Roles field. [ServiceNow Otto® name announcement](https://www.servicenow.com/docs/access?context=sn-ai-implementation-landing&family=australia&ft:locale=en-US) : ServiceNow Otto introduced AI on the platform. As that experience has evolved, there's a new name for the experience. ServiceNow Otto® is the conversational AI platform integrated into ServiceNow workflows. It provides agentic capabilities, supports multimodal interactions across web, mobile, and messaging channels, and enables autonomous orchestration for cross-system workflows. [Hide conditional questions](https://www.servicenow.com/docs/access?context=sae-q-text-create&family=australia&ft:locale=en-US) : Conditional questions that don't meet their visibility criteria are now fully hidden from the assessment and are no longer displayed as Skipped. Respondents see only the questions relevant to them, reducing assessment fatigue and eliminating "Skipped" clutter. | | Brazil | No updates for this release. | [ ] ## Removed Between your current release family and Brazil, some Smart Assessment Engine features or functionality were removed. {#dfrn3-smartassessmentengine-summary__entry__20} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Deprecations Between your current release family and Brazil, some Smart Assessment Engine features or functionality were deprecated. {#dfrn3-smartassessmentengine-summary__entry__26} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Activation information Review information on how to activate Smart Assessment Engine. {#dfrn3-smartassessmentengine-summary__entry__32} | Release | Release notes | |-|-| | Australia | Activation information : Install Smart Assessment Engine by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=australia&ft:locale=en-US). Important: Smart Assessment Engine is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Brazil | Activation information : Install Smart Assessment Engine by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=brazil&ft:locale=en-US). Note: Smart Assessment Engine is available in the ServiceNow Store. For details, see the following activation information. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Smart Assessment Engine we have noted them here. {#dfrn3-smartassessmentengine-summary__entry__38} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for Smart Assessment Engine we have noted them here. {#dfrn3-smartassessmentengine-summary__entry__44} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Accessibility information Review details on accessibility information for Smart Assessment Engine, such as specific requirements or compliance levels. {#dfrn3-smartassessmentengine-summary__entry__50} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for Smart Assessment Engine we have noted them here. {#dfrn3-smartassessmentengine-summary__entry__56} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for Smart Assessment Engine we have noted them here. {#dfrn3-smartassessmentengine-summary__entry__62} | Release | Release notes | |-|-| | Australia | [Australia Patch 5](https://www.servicenow.com/docs/access?context=australia-patch-5&family=australia&ft:locale=en-US)ServiceNow Otto® is the new name for the Now Assist experience in SAE. All Now Assist references have been updated to ServiceNow Otto. [Australia Patch 2](https://www.servicenow.com/docs/access?context=australia-patch-2&family=australia&ft:locale=en-US) * Collaborate inline with question-level flags, question-level comments, and a new Work Notes tab. * Draft assessment responses automatically with AI Response Assist, which suggests answers from prior assessments and attached documents with full source traceability. * Embed assessments inside any parent record, playbook, or workspace with the new embedded assessments capability and configurable UI Builder properties * Update published templates safely with template versioning while preserving auditability of in-flight assessments. * Streamline the responder experience with continuous scrolling inside sections and sub-sections, fully hidden conditional questions, and multi-filter support on the question list. View scope item fields directly in the assessment task list. [Australia Patch 1](https://www.servicenow.com/docs/access?context=australia-patch-1&family=australia&ft:locale=en-US) * Edit published templates quickly with inline edits and built‑in audit tracking. * Enable efficient, role-based collaboration by allowing primary owners to delegate assessment sections to subject matter experts (SMEs). See [Smart Assessment Engine](https://www.servicenow.com/docs/access?context=smart-asmnt-engine-landing-page&family=australia&ft:locale=en-US) for more information. | | Brazil | * Create customizable assessment templates with structured instructions and questions to gather information from assessors. * Reuse questions across multiple assessment templates with a centralized question bank. * Collaborate on assessments with question-level comments, work notes, flags, and change history, and delegate assessments to another user when needed. * Score and report on assessment results to gain actionable insights. See [Smart Assessment Engine](https://www.servicenow.com/docs/access?context=smart-asmnt-engine-landing-page&family=brazil&ft:locale=en-US) for more information. | [ ]