---
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


---

# ServiceNow Otto AI Interface

# Use ServiceNow Otto on Sales CRM Mobile {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Use ServiceNow Otto AI interface on Sales CRM Mobile to chat, view AI generated summary, and manage your sales records.

## Before you begin

Role required: sales_mobile_user

## About this task

ServiceNow Otto on Sales CRM Mobile provides the following capabilities:

* A chat experience that understands the context of the record you are viewing.
* Conversational questions about your Opportunities, Accounts, Contacts, and Leads.
* Review AI-generated win probability scores and contextual insights for an opportunity to assess deal health without opening individual activity, contact, or deal records. Use this to prioritize pipeline opportunities and identify risks.
* Creating and cloning opportunities from a natural language request.
{#servicenow-otto-sales-crm-mobile__ul_servicenow-otto-sales-crm-mobile-capabilities}

## Procedure

1. Select the ServiceNow Otto icon on the bottom navigation bar on the Sales CRM Mobile application.
2. Enter a natural language to have a conversation with ServiceNow Otto describing what you want to do.  
   For example:

   Create an opportunity
   :   "Create an opportunity for Acme Corp for $50,000, closing on September 30."

   Clone an opportunity
   :   "Clone opportunity OPTY0010023 as a renewal, closing next quarter."
   {#servicenow-otto-sales-crm-mobile__dl_servicenow-otto-sales-crm-mobile-examples}
3. Provide any additional information that ServiceNow Otto ask and then review and confirm the record.  
   ServiceNow Otto asks for any missing mandatory fields one at a time, and offers to create the account if it doesn't already exist. When cloning an opportunity, if there is more than one matching record, ServiceNow Otto shows you the matching candidates to choose from.  
   Note:  
   Cloning an opportunity copies the opportunity record only. Related records, such as tasks, touchpoints, contacts, competitors, and line items, are not copied.  
   A confirmation card with the record details is displayed. Confirm to create or clone the opportunity. You can perform more actions and extract more information interacting with ServiceNow Otto. For more info, see [Manage opportunity records using an AI interface](https://www.servicenow.com/docs/cLbO6jWQUCj8dsQa~xCrCQ "Retrieve, create, and update opportunity records and related CRM data from ServiceNow Otto and an MCP client using plain language.") and [View opportunity scores and insights](https://www.servicenow.com/docs/1S~FCmVdnYeTTcCxc12Qyw "Review AI-generated win probability scores and contextual insights for an opportunity to assess deal health without opening individual activity, contact, or deal records. Use this to prioritize pipeline opportunities and identify risks.").
**Related concepts**   

* [Sales CRM Mobile Application](https://www.servicenow.com/docs/iZsV80imIjBlJhrg6jurGA "Sales CRM Mobile is a mobile application that lets sales representatives and managers view and manage the Sales CRM application on their mobile phones from anywhere.")  
**Related tasks**   

* [Enable offline mode on Sales CRM Mobile](https://www.servicenow.com/docs/~FrhLBh_yoRxaBvH3ekCmA "Enable offline mode on Sales CRM Mobile to access your sales records when you don't have an internet connection.")