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# Combined ServiceNow Otto for Sales Automation release notes for upgrades from Yokohama to Brazil

# Combined ServiceNow Otto for Sales Automation release notes for upgrades from Yokohama to Brazil {#ariaid-title1}

Release version: Brazil  
Updated October 8, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 6 minutes to read
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## Summary of Combined ServiceNow Otto for Sales Automation Release Notes for Upgrades from Yokohama to Brazil

This consolidated release notes document covers all updates, new features, changes, and important upgrade information for ServiceNow Otto for Sales Automation from the Yokohama release through to the Brazil release.
It is designed to help ServiceNow customers prepare for and understand the evolution of the product during this upgrade path.
Show full answer Show less  

## Key Features

* **Agentic Workflows for Lead Management (Introduced in Yokohama Patch 11 and continued in Zurich):** These workflows utilize AI agents to assist sales teams in managing lead lifecycles. The "Help nurture new leads" workflow enables proactive lead engagement by sending outreach and follow-up emails, classifying inbound email intent, scheduling appointments based on agent availability, and handling lead opt-outs or disinterest.
* **Available AI Agents Include:**
  * Lead outreach AI agent
  * Inbound email AI agent
  * Appointment management AI agent
  * Lead disinterest AI agent

## Key Changes

* **Now Assist Usage Measurement Model:** Starting from Yokohama Patch 5 and continuing in Zurich, the usage measurement transitioned from a 365-day look-back model to a 365-day burn-down model, resetting at the contract anniversary date. This affects how AI usage is tracked and billed.
* **Default Activation of Now Assist Skills:** For new customers, certain Now Assist skills are automatically enabled upon installation. Existing customers upgrading from Yokohama Patch 11 will have any previously unconfigured skills turned on automatically, while previously configured skills that were turned off remain inactive.
* **Access Control List (ACL) Configuration for AI Agents and Agentic Workflows:** Administrators can now control who can discover and trigger AI agents and workflows within AI Agent Studio. Options include defining whether an AI agent behaves as a dynamic or AI user and setting availability to authenticated users or public access.

## Activation and Requirements

* **Activation:** Now Assist features require activation of the `com.sn.now.platform` plugin. ServiceNow Otto for Sales Automation is available through the ServiceNow Store.
* **Additional Requirements:** The application requires Sales Development AI agents to function properly.

## Other Notes

* No functionality removals or deprecations were introduced between Yokohama and Brazil releases.
* There were no browser, localization, or accessibility changes noted during this upgrade path.
* Several release versions, including Australia and Brazil, had no additional updates or changes.

## Practical Impact for ServiceNow Customers

Upgrading from Yokohama to Brazil enables sales teams to leverage AI-driven workflows that automate lead nurturing and management tasks, improving efficiency and engagement. The updated usage measurement ensures clearer tracking of AI consumption aligned with contract periods. Customers should plan for the automatic activation of certain AI skills and configure ACLs to govern AI agent access appropriately. Activation requires enabling specific plugins, and Sales Development AI agents must be available to support the application functionalities.  
Consolidated page of all release notes for ServiceNow Otto for Sales Automation from Yokohama to Brazil.

## How to use this page

To help you prepare for your upgrade, we have combined the cross-family ServiceNow Otto for Sales Automation release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Yokohama 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 ServiceNow Otto for Sales Automation to Brazil

Before you upgrade to Brazil, review these pre- and post-upgrade tasks and complete the tasks as needed.  
{#dfrn3-servicenowottoforsalesautomation-summary__entry__2}

| Release | Release notes |
|-|-|
| Yokohama | No updates for this release. |
| Zurich | No updates for this release. |
| 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 ServiceNow Otto for Sales Automation.  
{#dfrn3-servicenowottoforsalesautomation-summary__entry__12}

| Release | Release notes |
|-|-|
| Yokohama | [Yokohama Patch 11](https://www.servicenow.com/docs/access?context=yokohama-patch-11&family=yokohama&ft:locale=en-US)[Use agentic workflows](https://www.servicenow.com/docs/access?context=using-agentic-worklflows-in-lead-management&family=yokohama&ft:locale=en-US) :   The Help nurture new leads agentic workflow works with a team of AI agents to assist the sales agents to manage the life cycle of leads, either independently or under supervision.{#dfrn3-servicenowottoforsalesautomation-summary__entry__17} | Workflow name | Description | Available AI agents | |-|-|-| | Help nurture new leads | * Outlines the steps required to engage the lead with the sales agent. * Sends initial outreach and follow-up emails. * Retrieves emails, classifies the intent, and routes it to the right sales agent to take action. * Schedules, reschedules, or deletes the appointments based on sales agent availability. * Manages the leads who want to opt out or uninterested. | * Lead outreach AI agent * Inbound email AI agent * Appointment management AI agent * Lead disinterest AI agent | [Table 1. Available workflows for lead management AI agents for the AI agent collection] |
| Zurich | [Use agentic workflows](https://www.servicenow.com/docs/access?context=using-agentic-worklflows-in-lead-management&family=zurich&ft:locale=en-US) :   The Help nurture new leads agentic workflow works with a team of AI agents to assist the sales agents to manage the life cycle of leads, either independently or under supervision.{#dfrn3-servicenowottoforsalesautomation-summary__entry__25} | Workflow name | Description | Available AI agents | |-|-|-| | Help nurture new leads | * Outlines the steps required to engage the lead with the sales agent. * Sends initial outreach and follow-up emails. * Retrieves emails, classifies the intent, and routes it to the right sales agent to take action. * Schedules, reschedules, or deletes the appointments based on sales agent availability. * Manages the leads who want to opt out or uninterested. | * Lead outreach AI agent * Inbound email AI agent * Appointment management AI agent * Lead disinterest AI agent | [Table 2. Available workflows for lead management AI agents for the AI agent collection] |
| Australia | No updates for this release. |
| Brazil | No updates for this release. |
[ ]

## Changes

Between your current release family and Brazil, some changes were made to existing ServiceNow Otto for Sales Automation features.  
{#dfrn3-servicenowottoforsalesautomation-summary__entry__34}

| Release | Release notes |
|-|-|
| Yokohama | [Changes to Now Assist usage measurement](https://www.servicenow.com/docs/access?context=monitoring-now-assist-usage&family=yokohama&ft:locale=en-US) :   Starting with Yokohama Patch 5, Now Assist usage measurement is transitioning from a 365-day look-back model to a 365-day burn-down model, with usage resetting at the contract anniversary date. For more information, refer to [KB KB2704710: Now Assist Usage - Overview \& New Measurement Logic](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB2704710). [Some Now Assist skills are turned on by default](https://www.servicenow.com/docs/access?context=now-assist-skills-on-by-default&family=yokohama&ft:locale=en-US) :   The new default behavior works as follows: * New customers: When you install a Now Assist product, designated skills are turned on automatically. * Existing customers who are upgrading (starting with Yokohama Patch 11): Any previously unconfigured skill is turned on automatically (the skill was never configured and turned on, then turned off again). Previously configured skills that were turned on, then off, remain inactive. [Configure ACLs for AI agents and agentic workflows](https://www.servicenow.com/docs/access?context=aia-security-implementation&family=yokohama&ft:locale=en-US) :   Configure the access control lists for who can discover and trigger AI agents and agentic workflows in their guided setups in AI Agent Studio. You can determine whether an AI agent or agentic workflow behaves as a dynamic user or as an AI user. You can also specify if an AI agent or agentic workflow can be available to all authenticated users or publicly available. |
| Zurich | [Changes to Now Assist usage measurement](https://www.servicenow.com/docs/access?context=monitoring-now-assist-usage&family=zurich&ft:locale=en-US) :   Starting with Australia Early Access, AI usage measurement is transitioning from a 365-day look-back model to a 365-day burn-down model, with usage resetting at the contract anniversary date. For more information, refer to [KB KB2704710: AI Usage - Overview \& New Measurement Logic](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB2704710). |
| Australia | No updates for this release. |
| Brazil | No updates for this release. |
[ ]

## Removed

Between your current release family and Brazil, some ServiceNow Otto for Sales Automation features or functionality were removed.  
{#dfrn3-servicenowottoforsalesautomation-summary__entry__44}

| Release | Release notes |
|-|-|
| Yokohama | No updates for this release. |
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
| Brazil | No updates for this release. |
[ ]

## Deprecations

Between your current release family and Brazil, some ServiceNow Otto for Sales Automation features or functionality were deprecated.  
{#dfrn3-servicenowottoforsalesautomation-summary__entry__54}

| Release | Release notes |
|-|-|
| Yokohama | No updates for this release. |
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
| Brazil | No updates for this release. |
[ ]

## Activation information

Review information on how to activate ServiceNow Otto for Sales Automation.  
{#dfrn3-servicenowottoforsalesautomation-summary__entry__64}

| Release | Release notes |
|-|-|
| Yokohama | Activation information :   Now Assist features are available with activation of com.sn.now.platform plugin. For more information, see [Install Now Assist plugins](https://www.servicenow.com/docs/access?context=install-now-assist-feature-plugins&family=yokohama&ft:locale=en-US). Important: ServiceNow Otto for Sales Automation is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. |
| Zurich | Activation information :   Now Assist features are available with activation of com.sn.now.platform plugin. For more information, see [Install plugins for ServiceNow Otto](https://www.servicenow.com/docs/access?context=install-now-assist-feature-plugins&family=zurich&ft:locale=en-US). Important: ServiceNow Otto for Sales Automation is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. |
| Australia | No updates for this release. |
| Brazil | No updates for this release. |
[ ]

## Additional requirements

If any additional requirements were introduced or changed for ServiceNow Otto for Sales Automation we have noted them here.  
{#dfrn3-servicenowottoforsalesautomation-summary__entry__74}

| Release | Release notes |
|-|-|
| Yokohama | Additional requirements :   The ServiceNow Otto for Sales Automation application requires the Sales Development AI agents. |
| Zurich | Additional requirements :   The ServiceNow Otto for Sales Automation application requires the Sales Development AI agents. |
| Australia | No updates for this release. |
| Brazil | No updates for this release. |
[ ]

## Browser requirements

If any specific browser requirements were introduced or changed for ServiceNow Otto for Sales Automation we have noted them here.  
{#dfrn3-servicenowottoforsalesautomation-summary__entry__84}

| Release | Release notes |
|-|-|
| Yokohama | No updates for this release. |
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
| Brazil | No updates for this release. |
[ ]

## Accessibility information

Review details on accessibility information for ServiceNow Otto for Sales Automation, such as specific requirements or compliance levels.  
{#dfrn3-servicenowottoforsalesautomation-summary__entry__94}

| Release | Release notes |
|-|-|
| Yokohama | No updates for this release. |
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
| Brazil | No updates for this release. |
[ ]

## Localization information

If there are specific localization considerations for ServiceNow Otto for Sales Automation we have noted them here.  
{#dfrn3-servicenowottoforsalesautomation-summary__entry__104}

| Release | Release notes |
|-|-|
| Yokohama | No updates for this release. |
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
| Brazil | No updates for this release. |
[ ]

## Highlight information

If there are specific highlight considerations for ServiceNow Otto for Sales Automation we have noted them here.  
{#dfrn3-servicenowottoforsalesautomation-summary__entry__114}

| Release | Release notes |
|-|-|
| Yokohama | [Yokohama Patch 11](https://www.servicenow.com/docs/access?context=yokohama-patch-11&family=yokohama&ft:locale=en-US) * Review changes to Now Assist usage measurement. * Some Now Assist skills, agents, and agentic workflows are on by default. * Additional role configuration is required for agentic workflows and AI agents included with Now Assist applications. Previous Patch releases * ServiceNow Otto for Sales Automation application packages ServiceNow® platform AI capabilities to deliver AI-powered insights and automation to drive faster, smarter sales and order processes. See [Now Assist for SOM](https://www.servicenow.com/docs/access?context=now-assist-for-sales-and-order-management-som&family=yokohama&ft:locale=en-US) for more information. |
| Zurich | [Zurich Patch 7](https://www.servicenow.com/docs/access?context=zurich-patch-7&family=zurich&ft:locale=en-US) * Now Assist for Sales and Order Management (SOM) is now known as ServiceNow Otto for Sales Automation to align with our updated product taxonomy. There is no change to functionality or existing customer configurations. [Zurich Patch 5](https://www.servicenow.com/docs/access?context=zurich-patch-5&family=zurich&ft:locale=en-US) * Review changes to Now Assist usage measurement. [Zurich Patch 2](https://www.servicenow.com/docs/access?context=zurich-patch-2&family=zurich&ft:locale=en-US) * Enable sales agents to use the Help nurture new leads agentic workflow to: * Proactively engage with initial leads * Book an appointment/demo to qualify a lead * Identify opt-outs and disinterest for lead disqualification See [Now Assist for SOM](https://www.servicenow.com/docs/access?context=now-assist-for-sales-and-order-management-som&family=zurich&ft:locale=en-US) for more information. |
| Australia | No updates for this release. |
| Brazil | No updates for this release. |
[ ]


