---
sourceDocument: Brazil Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/order-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Enable manage order operations agent

# Enable the manage order operations agent on Business Portal {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Activate and associate the manage order operations agent on the Business Portal so that your customers can use this AI agent to submit order cases autonomously using ServiceNow Otto.

## Before you begin

Activate and enable a chat assistant such as ServiceNow Otto in Virtual Agent to use in the Business Portal. For more information, see [Configure assistants overview](https://www.servicenow.com/docs/access?context=configure-now-assist-va&version=brazil&pubname=brazil-conversational-interfaces&ft:locale=en-US).

AI agents use [role masking](https://www.servicenow.com/docs/access?context=aia-role-masking&version=brazil&pubname=brazil-intelligent-experiences&ft:locale=en-US) to determine which users can access them. Ones installed with your applications have specific roles that come included with the application. If you select Users with specific roles for user access, you must configure the security controls to include these roles. For the instructions to change the security controls, see [Define security controls for an AI agent](https://www.servicenow.com/docs/access?context=define-sec-controls-aia&version=brazil&pubname=brazil-intelligent-experiences&ft:locale=en-US).

Role required: sn_aia.admin

## Procedure

1. Navigate to AllAI Agent StudioCreate and manage.
2. On the Manage agentic workflows and AI agents page, select the AI agents tab.
3. Select the Manage order operations agent to start configuring it.
4. On the Define the specialty page, select Save and continue.
5. From the navigation pane, select Select channels and status.
6. On the Select channels and status page, set the Engage via Virtual Agent assistants option to Allow.
7. Specify where this AI agent is discoverable by selecting Virtual Agent from the Choose chat assistants field.  
   For this use case, select ServiceNow Otto for Virtual Agent (default).
8. **Optional:** Promote the agent to add it to the list of promoted topics.
   1. Navigate to AllConversational InterfacesVirtual AgentDesigner.
   2. On the Assistant Designer, select the AI agents tab.
   3. Select Promoted from the More actions icon for the manage order operations agent.
   {#enable-manage-order-operations-ai-agent__substeps_w4t_ckq_hhc}

## Result

The chat assistant is activated in the Business Portal.

## What to do next

Customize the subject, content, or formatting of the default email templates for order cases. For more information, see [Email notifications for order cases](https://www.servicenow.com/docs/RIjnfHGVbg~~u~0cXz_qQg "The manage order operations AI agent sends automated emails to your B2B customers when an order case is opened from a Business Portal chat conversation and when the order case is closed with a successful resolution. The Manage Order Operations application includes two default email templates that you can customize.").
**Related topics**   

* [AI Agent Studio overview](https://www.servicenow.com/docs/access?context=ai-agent-studio&version=brazil&pubname=brazil-intelligent-experiences&ft:locale=en-US)
* [Promote or demote LLM conversational subflows, actions, and topics in Assistant Designer](https://www.servicenow.com/docs/access?context=promote-demote-va-topics&version=brazil&pubname=brazil-conversational-interfaces&ft:locale=en-US)
* [Assistant Designer Asset library](https://www.servicenow.com/docs/access?context=vad-topics-page&version=brazil&pubname=brazil-conversational-interfaces&ft:locale=en-US)

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