Plan your agent
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Summary of Plan your agent
This guide helps ServiceNow customers effectively plan AI agents by defining use cases, selecting agent types, choosing activation models, and setting success criteria before building. Proper planning reduces rework and ensures configurations align with business goals.
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Define your use case
A well-defined use case should involve a repeatable task, accessible data and tools for the agent, and measurable outcomes. Ideal candidates include high-volume, low-risk tasks like incident triage or password reset routing. Key questions to answer include:
- What exact task will the agent perform?
- What data access is required, and is it compliant with security policies?
- Which tools (scripts, flows, knowledge bases) will the agent utilize?
- How is success defined and measured?
- What happens if the agent cannot complete the task?
Select a base system or custom agent
ServiceNow offers preconfigured base system AI agents for common use cases, which are faster to deploy and tested, yet customizable. Use base agents when they fit your needs. Build custom agents only if no suitable base agent exists. Note that out-of-the-box agents are read-only and must be duplicated before modification.
Choose an activation model
Two activation models are supported:
- Natural language discovery (user-initiated): Activated when users type messages in conversational channels (Virtual Agent, Microsoft Teams, Slack). Supports single AI agents only. Suitable when users initiate interaction via chat.
- Trigger-based activation (event-initiated): Automatically activates agents or agentic workflows based on platform events like record updates, scheduled times, or inbound emails. Supports both single agents and workflows. Use when automation without user interaction is needed.
Define success criteria
Establish clear metrics before building the agent to measure effectiveness and determine go-live readiness. Define:
- The primary success metric (e.g., deflection rate, task closure rate, mean time to resolve)
- The minimum threshold to meet before launch
- Measurement method (such as AI Agent Analytics dashboard or custom Performance Analytics indicators)
Next steps
After defining the use case, selecting the agent type and activation model, and documenting success criteria, proceed to build the agent following the established plan.
Define your use case, decide between an base system and custom agent, choose an activation model, and set your success criteria before you begin building.
Time spent planning before you build saves significant rework later. The decisions you make in this phase — what the agent does, how it gets activated, and how you will measure success — shape every configuration choice that follows.
Define your use case
A well-scoped use case has three characteristics: it involves a repeatable, well-defined task; the agent has access to the data and tools it needs to complete that task; and the outcome is measurable. Good starting candidates are high-volume, low-risk tasks such as incident triage, knowledge article lookup, or password reset routing.
For each candidate use case, answer the following questions before proceeding:
- What specific task will the agent perform?
- What data does the agent need access to, and does your organization's security policy allow an agent to access it?
- What tools (scripts, flows, knowledge sources) will the agent use?
- What does a successful outcome look like, and how will you measure it?
- What should the agent do if it cannot complete the task?
Select a base system or custom agent
ServiceNow provides a library of AI agents preconfigured for common use cases. Consider using base system agents when one fits your use case. These preconfigured agents can be faster to deploy, have been tested, and still support custom configuration. Build a custom agent only when no base system agent addresses your use case.
OOTB agents are available in read-only mode. To modify an OOTB agent, you must first duplicate it. See General guidelines for creating AI agents and agentic workflows for guidelines on creating and adapting agents effectively.
Choose an activation model
ServiceNow supports two ways to activate an AI agent:
- Natural language discovery (user-initiated)
- The agent is activated when a user types a message in a conversational channel such as Virtual Agent, Microsoft Teams, or Slack. The platform matches the user's request to the most appropriate agent based on the agent's role and description fields. Supports single AI agents only — agentic workflows cannot be discovered through natural language in Virtual Agent.
- Trigger-based activation (event-initiated)
- The agent or agentic workflow is activated automatically when a platform event occurs, such as a record being created or updated, a scheduled time being reached, or an inbound email arriving. No user interaction is required. Supports both single AI agents and agentic workflows.
If your use case requires a user to initiate the interaction through chat, choose natural language discovery. If your use case should run automatically based on platform events, choose trigger-based activation.
Define success criteria
Define how you will measure whether the agent is working before you build it. This helps prevent moving goalposts during testing and gives you a clear go-live threshold. At minimum, define the following:
- The primary success metric (for example, deflection rate, task closure rate, or mean time to resolve).
- The minimum acceptable threshold for that metric before go-live.
- How you will measure it (for example, via the AI Agent Analytics dashboard or a custom Performance Analytics indicator).
Next step
When your use case is defined, your agent type and activation model are chosen, and your success criteria are documented, proceed to Build your agent.