---
sourceDocument: Brazil Enable AI
sourceDocumentLink: https://www.servicenow.com/docs/r/intelligent-experiences

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Enable AI

ft:clusterId :

    - platai

bundleId :

    - platai

workflow :

    - Platform


---

# Quote AI agent

# Quote AI agent {#ariaid-title1}

Release version: Brazil  
Updated October 5, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
This AI agent helps sales agents create, update, and finalize quotes. It validates products against the catalog, adds and configures line items, applies discounts, and generates the quote document. When started from an opportunity, it reads the opportunity line items and notes to build the quote without manual input.

## Workflow {#cpq-quote-ai-agent__zsmdlwierhjt}

The agent helps sales agents build a complete quote from an opportunity or an account, from adding products through to the final quote document.

1. Ask for an opportunity number or account name if neither was provided.
2. Create the quote, and when it starts from an opportunity, bring in the opportunity line items and suggest more products based on the opportunity notes and comments.
3. Look up each requested product in the product catalog, and ask you to choose when there are several matches.
4. Configure configurable products using natural language requirements, and add other products to the quote as line items.
5. Apply line or quote discounts that you request or that your description of the deal suggests, after confirming the discount details with you.
6. Generate the quote document and share the link when no line item, configuration, or discount work is pending.
7. Send an email notification summarizing the quote to the sales agent.
{#cpq-quote-ai-agent__ol_cpq_quote}  
{#cpq-quote-ai-agent__zsmdlwierhjt__entry__2}

| Field | Description |
|-|-|
| Allow third party to access this AI agent | When enabled, third-party AI agents can use this agent. This value is off (false) by default. This setting is defined in the AI Agent configs \[sn_aia_agent_config\] table on the External discoverable field. |
| Allow AI specialists to access this AI agent | When enabled, AI specialists can use this agent. This value is off (false) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs \[sn_aia_agent_config\] table on the Specialist enabled field. |
| Manage long-term memory | When enabled, all previous user interactions are used as context for the LLM. This value is off (false) by default. This setting is defined by the sn_aia.ltm.enable_long_term_memory system property. For more information, see [ServiceNow Otto AI agents reference](https://www.servicenow.com/docs/sa1bdHN6FqAGJmyqCFbo6w "Find more information about user roles, tables, and the different properties that are installed in ServiceNow Otto AI agents."). |
| Tools | Flow actions :   AI product search :   Apply Quote Discount :   Create New Quote :   Create Quote Line Item :   Generate Quote PDF :   Get Opportunity details :   Get Quote details :   Lookup Product Deterministic :   Lookup Quote Line :   Notify Sales Rep via Email :   Update Quote Fields :   Update Quote Line Scripts :   trigger_discount_approval_workflow Subflows :   Call Config AI |
| Allowed user roles The specific user roles that can access this AI agent. | sn_qut_sum_skill.quote_ai |
| Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. | sn_qut_sum_skill.quote_ai |
| Triggers | Optional. None defined by default. An admin can specify triggers if desired. For more information, see [Add a trigger to an AI agent](https://www.servicenow.com/docs/TTPcY_6jqFaCPLWj8oH1fQ "In the guided setup for an AI agent, add triggers to run the AI agent automatically when certain conditions are met."). |
| Channels | Enable the AI agent for the ServiceNow Otto panel. |
| Used in agentic workflows | Quote agent workflow |
[Table 1. Configuration]

Learn more about Quote Management at .