---
sourceDocument: Brazil Telecommunications, Media, and Technology
sourceDocumentLink: https://www.servicenow.com/docs/r/telecom-media-technology

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Telecommunications, Media, and Technology

ft:clusterId :

    - telmt

bundleId :

    - telmt

workflow :

    - Customer and Industry


---

# Image to task plan template AI agent

# ServiceNow Otto for Sales CRM for Telecommunications AI agent Image to task plan template AI agent {#ariaid-title1}

Release version: Brazil  
Updated September 22, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Use the AI agent to create a task plan template for a given specification. The agent uses an uploaded image file, or falls back to tasks from the closest matching specification when no image is available.

## Image to task plan template AI agent overview {#now-assist-task-template-generation-somt__section_qvx_wsx_d3c}

This agent processes an uploaded image, extracts tasks and task dependencies, and stores them as a task plan template for a given specification and order action. If no image is available for the specification, the agent instead
searches historical order tasks for the closest matching specification and action.

The AI agent integrates with order action catalogs, file upload services, and template management systems to produce standardized task plan templates with dependency graphs and action mappings. NOW LLM does not support this
agent.

The uploaded image should define the tasks and the tasks flow and dependency in a clear chart, with clear text visualization.  
From the image the agent always expects the first node or the root node as the specification and not tasks and all others will be tasks.Figure 1. Example image supported by AI agent for task plan template  
Guidelines for image:

* Size of the image must be less than 10MB.
* Format of the image must be PNG, PDF, JPG.
* Connecting lines of tasks and node must not overlap.Figure 2. Images not supported by AI agent for task plan template   

{#now-assist-task-template-generation-somt__ul_ttf_hvn_jjc}

To generate a template from an image, see [Generate a task plan template from an image](https://www.servicenow.com/docs/2WjH_Pbman22JkdYPQdlzQ "Upload an image of the fulfillment journey so the ServiceNow Otto for Sales CRM for Telecommunications AI agent can convert it into a task plan template for a specification and order action."). If no image is available, see [Generate a task plan template without an image](https://www.servicenow.com/docs/ZaQNCdVYx5GcCbFIiaRNww "If no fulfillment journey image is available for a specification, use the ServiceNow Otto for Sales CRM for Telecommunications AI agent to generate a task plan template from tasks used in similar past orders.") instead.

To modify the Image to task plan template AI agent, [Duplicate an agentic workflow](https://www.servicenow.com/docs/access?context=clone-aia-usecase&version=brazil&pubname=brazil-intelligent-experiences&ft:locale=en-US) and adjust the settings according to your requirements.

To add tools and information, see [Add tools and information to an AI agent](https://www.servicenow.com/docs/access?context=add-tool-aia&version=brazil&pubname=brazil-intelligent-experiences&ft:locale=en-US) for details.

Role required: sn_task_plan.admin and sn_prd_pm.product_catalog_admin  
Important:  
In the select channels and status page, make sure that the Active button is turned on to activate the AI agent.

To access the agent in AI Agent Studio, see [Access the Image to task plan template AI agent](https://www.servicenow.com/docs/xtAJr0cMNlsCtekLBvmeXA "Access the ServiceNow Otto for Sales CRM for Telecommunications Image to task plan template AI agent in AI Agent Studio."). To test the use case, see [Test the Image to task plan template AI agent](https://www.servicenow.com/docs/oYBlb7zrCI8WsTLxTgCtDw "Test the ServiceNow Otto for Sales CRM for Telecommunications Image to task plan template AI agent use case.").

## How the AI agent starts and applies templates {#now-assist-task-template-generation-somt__section_agent_trigger_somt}

Each product offering requires a fulfillment journey that defines the order tasks for its orders. When a customer order is approved, the system checks for a fulfillment flow or published task plan template. The check is based on the specification and order action on an order line item. If none exists, the system creates an intermediate task for the AI agent. Assigning that task to the AI agent user starts the agent, which asks whether to create the template from an image or from historical data.

After you publish the template and close the intermediate task, the system adds the template's order tasks to the current order. For later orders with the same specification and order action, the system applies the published
template directly and doesn't create an intermediate task for the AI agent.