Enable the manage order operations agent on the Business Portal

  • Release version: Yokohama
  • Updated November 14, 2025
  • 1 minute to read

    • Activate and associate the Manage order operations agent on the Business Portal so your customers can use it to submit order cases autonomously using Now Assist.

    Before you begin

    Activate and enable a chat assistant such as Now Assist in Virtual Agent to use in the Business Portal. For more information, see Configuring assistants overview.

    Role masking enables users to limit the roles and privileges of AI agents during tool execution. AI agents that get installed with Now Assist applications are assigned pre-defined roles. If you select Users with specific roles for user access, you must configure the security controls to include these roles. Data access settings must also include these roles. For the instructions to change the security controls, see Define security controls for an AI agent.

    Role required: sn_aia.Admin

    Procedure

    1. Navigate to All > AI Agent Studio > Create and manage.
    2. On the Manage agentic workflows and AI agents page, select the AI agents tab.
    3. Select the Manage order operations agent to start configuring it.
    4. On the Define the specialty page, select Save and continue.
    5. From the navigation pane, select Select channels and status.
    6. On the Select channels and status page, set the Engage via Virtual Agent assistants option to Allow.
    7. Select a virtual assistant this AI agent should be made discoverable in from the Choose chat assistants.
      For this use case, select Now Assist in Virtual Agent (Default).
    8. Optional: Promote the agent to add it to the list of promoted topics.
      1. Navigate to All > Conversational Interfaces > Virtual Agent > Designer.
      2. On the Assistant Designer, select the AI agents tab.
      3. Select Promoted from the More actions icon for the Manage order operations agent.

    Result

    The chat assistant is activated in the Business Portal.