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

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Enable AI

ft:clusterId :

    - platai

bundleId :

    - platai

workflow :

    - Platform


---

# Document and visual insights AI agent

# Document and visual insights AI agent {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
The document and visual insights AI agent gathers context from user input and document or image attachments, generates the requested information based on the content, and provides the information along with any relevant task details.

## Document and visual insights AI agent overview {#document-and-visual-insights-ai-agent__section_w4j_zdj_x2c}

The document and visual insights AI agent performs tasks to process documents and images.

Data extraction
:   Extract specific information.

Summarization
:   Summarize the key topics of documents and images.

Question answering (Q\&A)
:   Answer questions about the document or image content.

The document and visual insights AI agent is not typically used in standalone mode and any use case can access it. For more information on AI agents, see [AI Agent Studio (legacy)](https://www.servicenow.com/docs/RshCtgpefnbPO35oJg8USg "The ServiceNow AI agents are entities that mimic human-like intelligence by using large language models (LLMs). AI agents can perform tasks that range from simple automated responses to complex problem solving. By using AI agents, you can reduce the workloads of your live agents and help increase their productivity.").

AI agents use [role masking](https://www.servicenow.com/docs/zYD_mMqSIHlofdszXVeGhw "Role masking for AI agents and agentic workflows helps users enhance security by enabling them to limit their roles during tool execution and verify that AI agents run with least-access privileges.") to determine which users can access them. Ones installed with your applications have specific roles that come included with the application. If you select Users with specific roles for user access, you must configure the security controls to include these roles. For the instructions to change the security controls, see [Define security controls for an AI agent](https://www.servicenow.com/docs/SGciUCFmTP77qs2F6Qv4ig "In the guided setup for an AI agent, define security controls for who can access the AI agent and what data the AI agent has access to.").

## AI agent actions {#document-and-visual-insights-ai-agent__section_oyq_42j_x2c}

When used, the AI agent may attempt the following actions:

* Determine the type of task to perform based on information provided by the user.
  * Data extraction
  * Summarization
  * Question answering (Q\&A)
  {#document-and-visual-insights-ai-agent__ul_yhj_52j_x2c}
* Retrieve the relevant record details.
* Initiate the process based on the type of task.
* Provide the task results as directed.
* Prompt the user to upload a file for processing.
* Display the results of the AI agent actions in a document view screen.
* Provide citation sources.
* Notify the user of task completion and next steps.
{#document-and-visual-insights-ai-agent__ul_i1z_p2j_x2c}
**Related reference**   

* [Components installed with Now Assist in Document Intelligence](https://www.servicenow.com/docs/70feAy9eo6aAfMr6i~z8Lw "Components are installed with the activation of Now Assist in Document Intelligence.")
* [Data extraction modes in Now Assist in Document Intelligence](https://www.servicenow.com/docs/7AxdEZvfd8oEOmUNTvUUXg "The extraction mode determines how Now Assist in Document Intelligence processes a document task.")
* [Field types in Now Assist in Document Intelligence](https://www.servicenow.com/docs/oiAUxbfFgmCgJsIv9IS_NA "The field type specifies the information that is retrieved from a document with Now Assist in Document Intelligence.")
* [Now Assist in Document Intelligence forms](https://www.servicenow.com/docs/EhPe2aVe2Lh0h16W8GpDdA "Use forms to view and update Now Assist in Document Intelligence information.")
* [Limitations in Now Assist in Document Intelligence](https://www.servicenow.com/docs/ueLEbnP0mau7K8F1Xl1_5A "There are several important limitations to be aware of when you’re using Now Assist in Document Intelligence.")
* [Large language models used by Now Assist in Document Intelligence](https://www.servicenow.com/docs/sxkr1uCawP2xEK2v_O3mLQ "Now Assist in Document Intelligence uses large language models (LLMs) to perform generative AI and agentic AI capabilities.")
* [Languages supported by Now Assist in Document Intelligence](https://www.servicenow.com/docs/Pbj4ok3WaJEFYmhiyUo_5A "Now Assist in Document Intelligence supports text in multiple languages.")