Reusable ITSM Virtual Agent pre-built topic blocks

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  • Updated February 1, 2024
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    Summary of Reusable ITSM Virtual Agent pre-built topic blocks

    The Reusable ITSM Virtual Agent pre-built topic blocks enable ServiceNow customers to streamline common IT Service Management (ITSM) functions within virtual agent conversations, such as creating incidents and performing searches. These blocks enhance efficiency by allowing for code reuse and can be managed through the Virtual Agent Designer.

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    Key Features

    • Contextual Search: Facilitates user searches across various sources like knowledge bases, with parameters for context, query, and portal.
    • Create Incident: Initiates incident creation with inputs for caller information, short description, urgency, and description.
    • Meeting Links: Enables users to request meeting links for Microsoft Teams and Zoom, enhancing collaboration.
    • Virtual Machine Management: Allows users to manage virtual machines, including starting, stopping, describing, and terminating VMs, with notifications for operations.
    • Troubleshooting Support: Provides solutions for common issues in collaboration tools like Cisco Webex, Microsoft Teams, and Zoom, including fallback AI search options.

    Key Outcomes

    By utilizing these pre-built topic blocks, ServiceNow customers can expect improved efficiency in incident management, enhanced user experience through quick access to information, and effective management of virtual resources. The ability to troubleshoot common application issues directly through the virtual agent further empowers users to resolve problems swiftly without needing extensive IT support.

    Reuse topic blocks to perform common functions in ITSM Virtual Agent conversations, such as creating an incident or performing a search.

    Use the Type list on the Topics page in Virtual Agent Designer to sort by Topic Blocks. For detailed information about topic blocks, see Maximizing code reuse with topic blocks.

    ITSM Virtual Agent provides the following pre-built topic blocks and templates.
    Note:
    Many of these topic blocks are available with the Service Management Virtual Agent Topic Blocks plugin (com.glideapp.cs.sm_topic_blocks). For more information about plugins, see ServiceNow Plugins

    Contextual Search

    Table 1. Contextual Search topic block input and output parameters
    Name Description
    Input parameters
    context The sys_id of a Search Context (cxs_context_config) record. Defines what sources are included in the search. For example, sources can include the knowledge base or community.
    query The search keyword entered by a user during a virtual agent conversation.
    portal The portal from which the conversation initiated, such as a service portal or human resources portal.

    This portal is the URL suffix, such as sp, esc, csm, and hr, from which the search results open.

    kb_knowledge_base The sys_id of a Knowledge Base (kb_knowledge_base) record.

    Within context, search only these knowledge base articles.

    Output parameters
    results_returned True if search results are found, otherwise false​.
    results_helpful True if user responds that search results are helpful, otherwise false​.

    Create Incident

    This topic block initiates the Open IT Ticket conversation topic.

    Table 2. Create Incident topic block input and output parameters
    Name Description
    Input parameters
    caller The name of the user creating an Incident (incident) record.
    short_description The short description entered in the Incident (incident) record.
    urgency The urgency level indicated in the Incident (incident) record.
    description The description entered in the Incident (incident) record.
    cmdb_ci CMDB configuration item.
    Output parameters
    created_incident_sys_id The return sys_id of a newly created incident​.

    Create MS Teams Meeting Link (deprecated)

    This topic block is deprecated. Use Get MS Teams Meeting Link instead.

    Users can request a Microsoft Teams meeting link using Virtual Agent. This topic block can be included in other topics. By default, this topic block runs in silent mode, and the output messages are not displayed.

    Requirement: Microsoft Teams Communication spoke (sn_msteams_com_spk) plugin

    Create Zoom Meeting Link

    For more actions, the Zoom Meeting Actions topic block is also available.

    Users can request a Zoom meeting link using Virtual Agent. This topic block can be included in other topics. By default, this topic block runs in silent mode, and the output messages are not displayed.

    Requirement: Zoom spoke(com.sn.zoom.spoke) plugin

    Describe Virtual Machine

    Users can get details on any assigned virtual machine (VM) instance using the Manage Virtual Machine topic in Virtual Agent. Details include Provider, Region, Instance ID, and so forth.

    Basic flow:
    1. User specifies which VM to describe, or Virtual Agent provides a list of available VM instances for the user to choose from.
    2. Virtual Agent provides the requested virtual machine details.
    3. To get additional details, users can select the link provided, which redirects them to the Cloud User Portal.

    Describe Virtual Machine topic block.

    Table 3. Describe Virtual Machine topic block input and output parameters
    Name Description
    Input parameter:

    vm_name

    Name of the virtual machine instance.
    Input parameter:

    vm_sys_id

    Sys ID of the virtual machine instance in the cmdb_ci_vm_instance table.
    Output parameter:

    incident_short_description

    Short description for the Incident record, if one is recorded.

    Display Password Reset URLs

    If Password Reset is enabled on Virtual Agent, and the user has been authenticated, this topic block returns a password reset link. If Password Reset is not enabled, the user is directed to the service desk.

    This topic block as one input parameter: unlock_account. If the user has been authenticated, the value is true. Otherwise, the value is false.

    For more information, see Password Reset for Virtual Agent.

    This topic block has one input parameter: unlock_account. If the user has been authenticated, the value is true. Otherwise, the value is false.

    Request Catalog Item

    For information about this topic block, see Service Catalog topic blocks in Virtual Agent.

    Search Catalog Item

    For information about this topic block, see Service Catalog topic blocks in Virtual Agent.

    Start Virtual Machine

    Users can start any assigned VM instance using the Manage Virtual Machine topic. If the VM is already on or in a state where it cannot be started, Virtual Agent notifies the user.

    Basic flow:
    1. User specifies which VM to start, or Virtual Agent provides a list of available VM instances for the user to choose from.
    2. Virtual Agent sends the user an actionable notification when the requested VM starts.

      Virtual Agent also notifies the user if the operation was unsuccessful.

    3. User can choose to see details, request additional instructions to log in to the virtual machine, or skip the notification.
    4. If the user requests additional login instructions, Virtual Agent provides these instructions and the user can confirm if the login was successful.

    Start Virtual Machine topic block.

    Table 4. Start Virtual Machine topic block input and output parameters
    Name Description
    Input parameter:

    vm_name

    Name of the virtual machine instance.
    Output parameter:

    incident_short_description

    Short description for the Incident record, if one is recorded.

    Stop Virtual Machine

    Users can stop any assigned VM instance using the Manage Virtual Machine topic. If the VM is already off or is in a state where it cannot be stopped, Virtual Agent notifies the user.

    Basic flow:
    1. User specifies which VM to stop, or Virtual Agent provides a list of available VM instances for the user to choose from.
    2. Virtual Agent sends the user an actionable notification when the requested VM has stopped.

      Virtual Agent also notifies the user if the operation was unsuccessful.

    3. User can choose to see details or skip the notification.

    Stop a virtual machine chatbot dialog.

    Table 5. Stop Virtual Machine topic block input and output parameters
    Name Description
    Input parameter:

    vm_name

    Name of the virtual machine instance.
    Output parameter:

    incident_short_description

    Short description for the Incident record, if one is recorded.

    Terminate Virtual Machine

    Users can terminate any assigned virtual machine (VM) instance using the Manage Virtual Machine topic. If the VM is already terminated or is in a state where it cannot be terminated, Virtual Agent notifies the user.

    Basic flow:
    1. User specifies which VM to terminate, or Virtual Agent provides a list of available VM instances for the user to choose from.
    2. Virtual Agent provides the details of the requested VM to terminate.
    3. Terminating a virtual machine is a permanent action, so the user must confirm the operation to continue.
    4. Virtual Agent sends the user an actionable notification when the requested virtual machine has been terminated.

    Terminate Virtual Machine topic block.

    Table 6. Terminate Virtual Machine topic block input and output parameters
    Name Description
    Input parameter:

    vm_name

    Name of the virtual machine instance.
    Output parameter:

    incident_short_description

    Short description for the Incident record, if one is recorded.

    Troubleshoot Cisco Webex

    Users can find a solution for common Webex issues. This topic block is used in the Collaboration Applications topic.

    If the user is not satisfied with the static help content for the issue, the fallback is AI search or contextual search. The type of search is dictated by the system property sn_itsm_va.fallback_search_option.​

    Table 7. Troubleshoot Cisco Webex topic block input and output parameters
    Name Description
    Input parameter
    issue The user application issue.
    Output parameter
    user_query Problem string used for search fallback.

    Troubleshoot Microsoft Teams

    Users can find a solution for common Microsoft Teams issues. This topic block is used in the Collaboration Applications topic.

    If the user is not satisfied with the static help content for the issue, the fallback is AI search or contextual search. The type of search is dictated by the system property sn_itsm_va.fallback_search_option.​

    Table 8. Troubleshoot Microsoft Teams topic block input and output parameters
    Name Description
    Input parameter
    issue The user application issue.
    Output parameter
    user_query Problem string used for search fallback.

    Troubleshoot Zoom

    Users can find a solution for common Zoom issues. This topic block is used in the Collaboration Applications topic.

    If the user is not satisfied with the static help content for the issue, the fallback is AI search or contextual search. The type of search is dictated by the system property sn_itsm_va.fallback_search_option.​

    Table 9. Troubleshoot Zoom topic block input and output parameters
    Name Description
    Input parameter
    issue The user application issue.
    Output parameters
    user_query Problem string used for search fallback.
    ticket_description Problem string used to create an IT ticket.

    Virtual Machine Operation AWS

    Users can use the Cloud Access Interface to take action on virtual machines provisioned on Amazon AWS. The user must have the sn_managevm_va.cai_vm_user role.

    This topic block is used in the virtual machine management CAI pre-built topics. Available actions include Stop, Start, Terminate, or Describe the virtual machine.

    Virtual Machine Operation Azure

    Users can use the Cloud Access Interface to take action on virtual machines provisioned on Microsoft Azure. The user must have the sn_managevm_va.cai_vm_user role.

    This topic block is used in the virtual machine management CAI pre-built topics. Available actions include Stop, Start, Terminate, or Describe the virtual machine.