Document verification AI agent

  • Release version: Australia
  • Updated August 14, 2026
  • 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

    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.
    Table 1. Configuration
    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.
    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
    Agent roles (ACLs) sn_esm_agent
    Data access roles 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.
    Channels

    Configure an assistant for Virtual Agent or ServiceNow Otto panel using Assistant Designer.
    Used in agentic workflows

    Triage cases

    Learn more about Customer Service Management at Customer Service Management.