---
sourceDocument: Australia IT Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia IT Service Management

ft:clusterId :

    - itsm

bundleId :

    - itsm

workflow :

    - Technology


---

# Wrap-up and resolve incidents

# ITSM Wrap-up and resolve incident agentic workflow {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 6 minutes to read
Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of ITSM Wrap-up and Resolve Incident Agentic Workflow

The Wrap-up and resolve incident agentic workflow in ServiceNow streamlines the process of resolving incidents by generating resolution notes, selecting resolution codes, and managing related Knowledge Base (KB) and Known Error (KE) articles.
It is designed to assist agents who have completed investigation and troubleshooting, enabling quick and accurate incident closure.
Show full answer Show less  
This workflow is applicable to incidents in the "In progress" state (with or without resolution data) and "Resolved" state (excluding cases where the resolution code is Known Error). Customers can duplicate and customize the workflow to meet specific organizational needs.

## Key Features

* **Resolution Notes Generation:** Automatically generates resolution notes from work notes and comments in the incident activity stream.
* **Resolution Code Selection:** Provides available resolution codes for selection and updates the incident record accordingly.
* **Duplicate Incident Handling:** Updates duplicate incident information when the resolution code is set as Duplicate.
* **Knowledge and Known Error Article Management:** Attaches relevant KB articles or creates draft KB articles; attaches KE articles when resolution code is Known Error.
* **AI Agent Integration:** Utilizes specific AI agents for resolution note generation, KB article recommendations, and KE article recommendations to enhance accuracy and efficiency.
* **ServiceNow Otto Panel Integration:** Accessible via the ServiceNow Otto panel, allowing agents to interact with the workflow through queries and receive AI-generated outputs.

## AI Agents Employed

* **Incident Resolution Details AI Agent:** Generates resolution notes, provides resolution codes, and updates duplicate incident data.
* **Incident Knowledge Article AI Agent:** Recommends and attaches relevant KB articles or drafts new ones post-resolution.
* **Incident Known Error Article AI Agent:** Searches for and attaches KE articles when the Known Error resolution code is selected.

## Setup Requirements

* Installation and configuration of the ServiceNow Otto for ITSM plugin (snitsmgenai).
* Activation of ITSM AI skills for resolution notes and KB generation via AI Admin Hub.
* Enabling the ServiceNow Otto panel for user access through the AI Experience tab and CI Admin console.

## Usage Instructions

* Review and configure the agentic workflow record, including workflow steps and trigger settings.
* Select the ServiceNow Otto panel as the UI display for workflow outputs and assign user roles (default role: itil).
* Execute and test the workflow within the AI Agent Studio or directly through the ServiceNow Otto panel by submitting appropriate queries.

## Practical Benefits for ServiceNow Customers

This workflow enhances incident resolution efficiency by automating note creation and resolution code assignment, ensuring consistent documentation. It improves knowledge management by linking relevant KB and KE articles, aiding future incident handling. Integration with AI agents and the ServiceNow Otto panel facilitates a seamless, intelligent, and user-friendly experience for agents, reducing manual effort and improving resolution quality.  
Use the Wrap-up and resolve incident agentic workflow to generate resolution notes and select resolution code to resolve an incident. Attach the Knowledge Base (KB) article or create a draft Knowledge article. Attach a Known Error (KE) article to the incident record when the resolution code is selected as Known Error. Update duplicate incident information when the resolution code is Duplicate.

## Wrap-up and resolve incident agentic workflow overview {#now-assist-itsm-wrap-up-resolve-incident-aw__section_tgh_s45_jgc}

Using the Wrap-up and resolve incident agentic workflow:

1. Generate resolution notes (root cause and resolution steps) based on the work notes and comments in the activity stream of the incident record and select a resolution code.
2. Update duplicate incident information to the incident record when the resolution code is Duplicate.
3. Check for relevant available KE articles and attach any of them to the incident record when the resolution code is Known Error.
4. Check for relevant available KB articles and attach any of them to the incident record.
5. Create a draft KB and attach it to the incident record if necessary.

{#now-assist-itsm-wrap-up-resolve-incident-aw__ol_rr1_w45_jgc}  
Note:  
You can use the Wrap up and resolve incident agentic workflow only for the following valid incidents where the agent has done investigation and troubleshooting, and must quickly wrap up the incident:

* Incidents with In progress state with or without resolution code and notes populated.
* Incidents with Resolved state with resolution code and notes populated and where the resolution code is other than Know Error.
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To modify the Wrap-up and resolve incident agentic workflow, [duplicate it](https://www.servicenow.com/docs/access?context=clone-aia-usecase&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US), 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.

## Resolve incidents and link a KB or KE article {#now-assist-itsm-wrap-up-resolve-incident-aw__section_v22_dp5_jgc}

When you make a query or a request in the  ServiceNow Otto panel,  resolution notes are generated based on the work notes and the comments from the activity stream of the incident record. You can select any resolution code from the available resolution
codes. You can update the duplicate incident information to the incident record if the resolution code is selected as Duplicate.

You can also attach any of the KE articles from the similar KE article recommendations to the incident record if the resolution code is selected as Known Error and then resolve the incident. After the incident is resolved, you can
attach any of the KB articles from the similar recommended KB articles to the incident record. You can also select to create a draft KB article.  
To access the agentic workflow:

1. Navigate to AllAI Agent StudioCreate and manage.
2. Select Wrap up and resolve incident.
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## AI agents used in the Wrap-up and resolve incident agentic workflow {#now-assist-itsm-wrap-up-resolve-incident-aw__section_av5_3bv_jgc}

In the Wrap-up and resolve  incident agentic workflow, specific AI agents are used for each type of resolution to generate the desired recommendations and output.  
Important:  
In the Define availability screen for the AI agent, make sure that the Status field is enabled to activate the AI agent.
{#now-assist-itsm-wrap-up-resolve-incident-aw__table_bh5_mbv_jgc__entry__2}

| AI Agent | AI Agent role |
|-|-|
| Incident resolution details AI agent | 1. Generates and recommends resolution notes based on the work notes and comments in the activity stream. After you approve, the resolution notes are added to the incident record. 2. Provides the available resolution codes to select. After selection, the codes are added to the incident record. 3. Updates duplicate incident information to the incident record if the selected resolution code is Duplicate. {#now-assist-itsm-wrap-up-resolve-incident-aw__ol_jht_sbv_jgc} |
| Incident knowledge article AI agent | 1. Resolves the incident and then searches and recommends similar KB articles. You can select any of the recommended KB articles or enter any KB article irrespective of any similar KB articles found which are then attached to the incident record. 2. If no similar KB articles are available or you don't want to select from the available similar KB articles, you can still choose to create a draft KB article anyway. You can provide the input as Draft in the ServiceNow Otto panel. In such a case, the AI agent drafts and recommends a KB article that you can link to the incident record. {#now-assist-itsm-wrap-up-resolve-incident-aw__ol_nbs_5bv_jgc} |
| Incident known error article AI agent | Searches for and recommends similar KE articles if the resolution code is Known Error. You can select any of the recommended KE articles that are then attached to the incident record and the incident is resolved. If no relevant KE articles are available, you can enter any KE article, which is then attached to the incident record. |
[Table 1. AI agents and their roles listed in the order of execution in the Wrap-up and resolve   incident agentic workflow]

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## Set up the Wrap-up and resolve incident agentic workflow {#now-assist-itsm-wrap-up-resolve-incident-aw__section_wxt_wbv_jgc}

To use the Wrap-up and resolve incident agentic workflow, you must confirm or perform the following:

1. The ServiceNow Otto for IT Service Management (ITSM) plugin (sn_itsm_gen_ai) plugin is installed and configured.
2. Navigate to AllAI Admin HubAI Skills and enable the following skills and options:
   1. On the AI Skills tab, select ITSM and then activate the Resolution notes generation and KB generation skill. For more information, see [Skill inputs and triggers for ServiceNow Otto for IT Service Management (ITSM)](https://www.servicenow.com/docs/QT06qRdfy~Mt1zHf12iKdg "Get a quick overview of the skill inputs and triggers for ServiceNow Otto for IT Service Management (ITSM). By configuring the inputs or triggers for a skill, you can determine how and when a skill is used.").
   2. On the AI Experience tab, enable the ServiceNow Otto panel for users.
   3. Select the CI Admin console link, and then enable the ServiceNow Otto panel.

   {#now-assist-itsm-wrap-up-resolve-incident-aw__ol_xkz_32v_jgc}For more information, see [Configure ServiceNow Otto for IT Service Management (ITSM)](https://www.servicenow.com/docs/GR1X4SMNtPI95v7IPJzJ0Q "If you have the admin role, you can configure the ServiceNow Otto for IT Service Management (ITSM) application so that agents can use the generative AI capabilities in Service Operations Workspace for ITSM and in Core UI.").
{#now-assist-itsm-wrap-up-resolve-incident-aw__ol_jfn_ybv_jgc}

## Use the Wrap-up and resolve incident agentic workflow {#now-assist-itsm-wrap-up-resolve-incident-aw__section_g23_t2v_jgc}

In the agentic workflow record:

1. Review the information in the Define key requirements screen (workflow description and list of steps field) and in the Add a preferred trigger screen, make any necessary updates, and then select  Save and Continue.  
   Note:  
   You can only edit the information in this record in the IT Service Management AI agent collection application scope.
2. In the Select a UI display screen:
   1. Select ServiceNow Otto panel where you want the agentic workflow output to be displayed.  
      Note:  
      When selected, the ServiceNow Otto panel icon can be accessed from the menu bar.
   2. Use the arrow next to it to add roles that can access the agentic workflow.  
      Note:  
      The itil role is added by default. Any role that you add in this field can use the Wrap-up and resolve incident agentic workflow. For example, from the ServiceNow Otto panel.
   3. Select  Save and test.

   {#now-assist-itsm-wrap-up-resolve-incident-aw__ol_mtp_x2v_jgc}The agent executes the request for the agentic workflow.

   Example of the Wrap-up and resolve incident agentic workflow output in the ServiceNow AI Agent Studio
3. Access and use the Wrap-up and resolve incident agentic workflow from the ServiceNow Otto panel.

   You can query in the ServiceNow Otto panel to use the agentic workflow. For the query instruction, follow the steps specified in the List of steps field of the Define key requirements screen in the agentic
   workflow record.

   Example of the Wrap-up and resolve incident output in the ServiceNow Otto Panel
{#now-assist-itsm-wrap-up-resolve-incident-aw__ol_dbp_52v_jgc}

Based on the query, the different AI agents work on the incident record. Depending on the various
workflow stages and the resolution codes selected for an incident, the AI agents can either operate individually in sequence or collaborate simultaneously to deliver the desired outcome.

For example, when generating resolution notes, adding resolution notes and codes or updating duplicate incident information to the incident record, the Incident resolution details AI agent is used. For more information on how to
query using the ServiceNow Otto panel, see [Request the generative AI capabilities in ITSM by using the ServiceNow Otto panel](https://www.servicenow.com/docs/AnJIDfOoTCaVTN3DW2Cxdg "Use the ServiceNow Otto panel to request the contextual generative AI capabilities in IT Service Management (ITSM) such as a chat summary, incident summary, or incident resolution notes in a conversational manner. You can also add comments and work notes. These capabilities provide you with a quick resolution to issues.").

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