Playbook activity context AI agent

  • Release version: Australia
  • Updated August 14, 2026
  • 1 minute to read

    • This ServiceNow Otto for Creator agent helps users complete ServiceNow forms by fetching form fields, automatically matching pre-filled field values, and prompting for any missing required information. The agent saves the summary of what it has done.

    Workflow

    1. Pull the form's field definitions (formFields), including each field's type, label, constraints, and reference/choice details.
    2. Extract the most relevant available data for each field, matching field type. Leave fields empty when no relevant data exists rather than guessing.
    3. Compress or truncate any value that exceeds its field's character limit before assigning it.
    4. Package all filled fields into the required schema, along with a summary of the activity and separate success/failure variants of that summary.
    5. Execute the slot-filling script with the completed fields and summary.
    6. If the JSON output is malformed (not if data is simply missing or wrong), regenerate it one time; otherwise accept the result as final.
    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
    Playbook Slot Filling Script
    Agent roles (ACLs) playbook.agent_user
    Data access roles

    Not defined.
    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

    Playbook Activity Assist

    Learn more about ServiceNow Otto for Creator at ServiceNow Otto for Creator.