IT Service Management AI agent collection Investigate and resolve ITSM incidents agentic workflow

  • Release version: Australia
  • Updated March 12, 2026
  • 3 minutes to read
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    Summary of IT Service Management AI Agent Collection: Investigate and Resolve ITSM Incidents Agentic Workflow

    The Investigate and Resolve ITSM Incidents agentic workflow enables users to efficiently resolve ITSM incidents by leveraging AI recommendations. It utilizes incident numbers to identify relevant catalog items, Knowledge articles, and similar resolved incidents, streamlining the resolution process.

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    Key Features

    • Access to related catalog items and Knowledge articles to guide incident resolution.
    • Manual triggering based on specific conditions, including the assigned user being non-empty and the incident state being marked as "In progress."
    • Customization options for modifying the agentic workflow to meet specific needs.
    • Integration with AI agents that provide catalog recommendations and similar incident resolutions.

    Key Outcomes

    By utilizing this workflow, users can expect:

    • Quick access to incident resolution steps and relevant information, which are added to the incident's Additional Comments and Work Notes sections.
    • Real-time notifications in the AI Agent Studio upon generation of resolution recommendations.
    • A streamlined resolution process that enhances efficiency in managing ITSM incidents.

    Use the Investigate and resolve ITSM incidents AI agent team to get recommendations to resolve an incident based on the incident number. Check for related catalog items, Knowledge articles, and similar resolved incidents to generate resolution steps for the incident.

    Investigate and resolve ITSM incidents agentic workflow overview

    Using the Investigate and resolve ITSM incidents agentic workflow:
    1. Check for related catalog items and select the most relevant item.
    2. Check for Knowledge articles and similar incidents.
    3. Get recommended steps for incident resolution.

    To modify the Investigate and resolve ITSM incidents agentic workflow, duplicate it, and adjust the settings according to your requirements.

    Important:
    When you modify an agentic workflow, AI agent, or a tool, make sure that you update all instructions accordingly.

    Link catalog items and Knowledge articles to incidents

    When you make a query or a request in the Now Assist panel, you can get recommendations for relevant catalog items. The recommendations get automatically added to the incident's Additional comments section. The workflow uses relevant Knowledge articles and similar incidents to get the recommended steps for incident resolution that gets added to the incident's Work notes section.

    To access the agentic workflow:
    1. Navigate to All > AI Agent Studio > Create and manage.
    2. Select Investigate and resolve ITSM incidents.

    Setting manual triggers for the agentic workflow

    The Investigate and resolve ITSM incidents agentic workflow is triggered manually based on the following conditions:
    Note:
    In the Define trigger screen, the value in the Run as field must be set to Assigned to.
    • State is updated to In progress
    • Assigned to isn’t empty

    AI agents used in the Investigate and resolve ITSM incidents agentic workflow

    In the Investigate and resolve ITSM incidents agentic workflow, use specific AI agents for each type of resolution to generate the desired recommendations.

    Important:
    In the Define availability screen for the AI agent, make sure that the Status field is enabled to activate the AI agent.
    Table 1. AI agent and their role in the Investigate and resolve ITSM incidents agentic workflow
    AI agent AI agent role
    ITSM incident resolution plan investigation AI agent
    1. Recommends catalog items related to the selected incident.
    2. Looks up similar incidents and provides an incident resolution. The resolution can also include information from knowledge articles.

    Generating a recommendation using the Investigate and resolve ITSM incidents agentic workflow

    In the agentic workflow record:
    1. Review the information in the Describe and connect screen and in the Define trigger screen, make any necessary updates, and then select Save and Continue.
    2. In the Select display screen:
      1. Choose where you want the agentic workflow output to be displayed.
      2. Use the arrow next to it to add roles that can access the agentic workflow.
        Note:
        The itil role is added by default.
      3. Select Save and test.

        The agent executes the request for the agentic workflow.

      Example of Investigate and resolve ITSM incidents agentic workflow output in the ServiceNow AI Agent Studio

    Investigate and resolve ITSM incidents agentic workflow output.

    In the AI Agent Studio, the human agent gets notified as soon as the recommendations to resolve incidents get generated so that they can follow the on-screen instructions and complete the task. For more information, see Request the generative AI capabilities in ITSM by using the Now Assist panel.

    Generating the incident resolution steps in the Now Assist panel

    As a user, do the following in the Now Assist panel:
    1. Open the Now Assist panel and enter the incident number for which you want to generate the incident resolution steps.

      The Investigate and Resolve ITSM incidents workflow gets triggered and the ITSM Incident Resolution Plan Investigation AI agent takes over the issue resolution.

    2. Using AI search, the AI agent retrieves the top 10 most relevant catalog items related to the incident.

      The URLs to these catalog items are added to the Additional Comments section in the incident.Now Assist for ITSM Investigate and Resolve ITSM incidents workflow catalog comments

    3. The AI agent gathers all relevant information required for the investigation.

      The retrieved data includes similar resolved incidents, relevant knowledge base articles, and other contextual information. The AI agent generates a resolution plan based on this information.

    4. The resolution plan is added to the incident's work notes.

      If the AI agent was unable to create a resolution plan, then it displays a message indicating the failure.

      Now Assist for ITSM Investigate and Resolve ITSM incidents workflow plan comments