Survey analysis AI agent
This AI agent extracts and validates date ranges from user input, including natural language expressions. It analyzes survey data (such as questions, responses, and triggered records) to extract key metrics, identify trends, and deliver actionable insights for informed decision-making.
Workflow
- Scan the entire user utterance for record type keywords.
- Extract all record types that are mentioned.
- Extract dates from the user input.
- Call the Survey Analysis tool to handle the analysis.
- Show the results to the user and end the conversation.
| 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 |
|
| Agent roles (ACLs) | sn_uxc_gen_ai.platform_ai_improve_services |
| Data access roles | sn_uxc_gen_ai.platform_ai_improve_services |
| 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 |
Identify ways to improve service |