---
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


---

# Document verification AI agent

# Document verification AI agent {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
The document verification AI agent verifies the documents on a record to determine if they match the documents listed for the case type. Additionally, they determine if any documents are missing or if document verification has
failed. This agent should be invoked when documents need to be verified.

## Workflow {#csm-document-verification-ai-agent__zsmdlwierhjt}

The agent helps users complete tasks related to document verification.

1. Get the source record details.
2. Get the case type.
3. Get the list of required documents.
4. Initiate the document verification.
5. Perform the document verification.
6. Compare the valid documents and the list of required documents.
7. Save the list of missing required documents.
8. Communicate to the user the document validation outcome.
{#csm-document-verification-ai-agent__ol_hcp_qwx_njc}  
{#csm-document-verification-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 | Script :   Get record details :   Get Required Documents List :   Initiate Document Verification :   Record the results of the document validation process :   Save the list of missing required documents Subflow :   Verify the documents |
| Allowed user roles The specific user roles that can access this AI agent. | sn_esm_agent |
| Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. | sn_customerservice_agent, sn_customerservice.consumer_agent, sn_customerservice_manager |
| 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 | Configure an assistant for Virtual Agent or ServiceNow Otto panel using [Assistant Designer](https://www.servicenow.com/docs/access?context=configure-now-assist-va&version=brazil&pubname=brazil-conversational-interfaces&ft:locale=en-US). |
| Used in agentic workflows | [Triage cases](https://www.servicenow.com/docs/access?context=case-resolving-use-case&version=brazil&pubname=brazil-customer-service-management&ft:locale=en-US) |
[Table 1. Configuration]

Learn more about Customer Service Management at [Customer Service Management](https://www.servicenow.com/docs/access?context=c_CustomerServiceManagement&version=brazil&pubname=brazil-customer-service-management&ft:locale=en-US).