Install AI sales activity association
You can install the AI sales activity association application (com.sn_act_assoc_agent) if you have the admin role. The application installs related ServiceNow® Store applications and plugins if they are not already installed.
Before you begin
- Ensure that the application and all of its associated ServiceNow Store applications have valid ServiceNow entitlements. For more information, see Get entitlement for a ServiceNow product or application.
- Review the AI sales activity association application listing in the ServiceNow Store for information on dependencies, licensing or subscription requirements, and release compatibility.
Role required: admin
About this task
The following store applications and plugins are installed as a dependency with AI sales activity association:
- Opportunity Management [com.sn_l2c_oppty_mgmt]
- Now Assist for Platform [com.sn.now.platform]
- User Mailbox Integration [com.glide.email.user_mailbox.integration]
- CRM Outlook Add-in [com.sn_crm_outlook_addin]
- Notifications Email Agents [com.sn_notif_agents]
For associating emails to Lead records, install Lead Management separately.
Procedure
What to do next
- Index the Lead [sn_lead_mgmt_core_lead] and Opportunity [sn_opty_mgmt_core_opportunity] tables, so that the records from these tables are searchable by the agentic AI workflow. For more information, see Perform a full table index or reindex for a single AI Search indexed source.
- Configure email promotion rules for Activity Management