---
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


---

# AI insight AI agent

# AI insight AI agent {#ariaid-title1}

Release version: Brazil  
Updated October 27, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
The agent answers questions about a customer engagement or account. It reports health scores, adoption scores, value realization, risks, contract value, and other engagement data, and it forecasts scores and recommends improvements.

## Workflow {#tmt-ai-insight-ai-agent__fuzlmujffwhe}

The agent helps the user explore engagement or account data through a conversation.

1. Greet the user and list the topics the agent can cover, such as health score, adoption scores, value realization, risks, objectives, and contract value.
2. Wait for the user to ask a question.
3. Collect the data that matches the question topic, or search the customer success knowledge graph for record-level details such as risks, objectives, outcomes, and notes.
4. Answer from the retrieved data only. The agent pairs each score with its date or period and does not guess missing values.
5. Forecast the next score or recommend improvements when the user asks, based on historical values and peer trends.
6. Suggest specific follow-up questions or next actions, and repeat the cycle until the user ends the conversation.
{#tmt-ai-insight-ai-agent__ol_xef_dsm_dyk}  
{#tmt-ai-insight-ai-agent__fuzlmujffwhe__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 :   Collect Insight Context Data Tool :   Customer Success KG Tag |
| Allowed user roles The specific user roles that can access this AI agent. | Not defined. |
| Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. | sn_acct_lc.customer_success_agent |
| 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 | Not applicable. |
[Table 1. Configuration]

Learn more about Customer Success Management at [Customer Success Management](https://www.servicenow.com/docs/access?context=account-lifecycle-events-landing&version=brazil&pubname=brazil-acct-lifecycle-events&ft:locale=en-US).