Configure Content insights AI agent

Configure the Content Insights AI agent to control which roles can access it, how it is triggered, and which chat assistants surface it.

Before you begin

Role required: AI Agent Admin [sn_aia.admin]

About this task

The Content Insights AI agent requires configuration before users can interact with it. You define access roles, triggers, and the chat assistants that surface the agent.

Procedure

1. Open AI Agent Studio.
2. Locate the Content Insights AI agent.

   Select Explore All or AI agents to browse the list of agents, or search for the agent by name.

3. Select the Content Insights AI agent.
4. From the options menu (), select Duplicate to create an editable copy.
   Note:

   All edits apply to the copy. The original agent remains unchanged.
5. In the Define security controls section, select Define user access.
6. Select edit ().
   The Edit ACL dialog opens.
7. Add the roles that require access to the agent, and then select Update.

   Determine which roles on your instance must use the agent, and add those roles. For example, you might add a requester role or a fulfiller role.

8. In the Add triggers section, select Add triggers.
   The Add a trigger dialog opens.
9. Select a trigger and then select Add.

   You add triggers to define the conditions or events that start the agent. For example, add a trigger for an inbound email.

10. In the Select channels and status section, configure the channels and status for the agent.
    1. Turn on the Allow toggle to enable the agent on ServiceNow Otto for Virtual Agent.
    2. In the Chat assistants field, select an assistant to add the agent to.
11. Select Save and test.
12. Test and deploy the agent.
    1. Run a test on the testing page.
    2. Deploy the agent.

Result

The Content Insights AI agent is deployed and available to users with the access roles you defined. The agent activates through the triggers and channels you configured.