Link your ServiceNow user account
to a messaging application for Virtual Agent conversations
Release version: Xanadu
Updated August 1, 2024
1 minute to read
Link your ServiceNow account
to a third-party messaging application to access non-public Virtual Agent topics that use ServiceNow records.
Before you begin
Role required: user
About this task
When you initially engage with the Virtual Agent bot, your
messaging account is automatically linked to your ServiceNow account as long as the same
email account is defined for both your messaging and ServiceNow accounts. However, if
you unlinked your messaging account from your ServiceNow account (using the
logout command), each time that you start a subsequent
Virtual Agent session, the bot gives you the option to link to your ServiceNow account
or continue as guest. The authentication step (linking) occurs in your instance or in a
specific Service Portal, if set by your admin.
Procedure
Open the messaging application.
Find your Virtual Agent bot.
Start a conversation with your Virtual Agent bot.
The bot then presents a prompt that provides options to authenticate (Link to ServiceNow), Continue as Guest, or use the Check out Tips.
Select Link to ServiceNow to authenticate.
Authentication directs you to your instance or a specific Service Portal set by your admin. If you're not already logged in to your instance or a Service Portal, you are prompted to enter your login credentials.
Note:
If a user is unlinked or continued as a guest, notifications will be disabled. Also, only the public topics are
discoverable.
Figure 1. Check out Tips
In the confirmation that appears prompting you to Confirm or Deny linkage between your accounts, select Confirm to allow the account link.
After confirmation, you are directed to your instance user record.
A confirmation message is displayed at the top of the screen.