Configure UI Builder Agent

The UI Builder Agent is a AI agent that assists low-code developers working in UI Builder by responding to questions, information requests, and page editing instructions.

Before you begin

Role required: ui_builder_admin

About this task

Administrators must install the required applications, configure the agent in AI Agent Studio, enable the ServiceNow Otto panel, and activate the default ServiceNow Otto Panel- Platform assistant before developers can interact with the agent.

Procedure

1. Install required applications for UI Builder Agent
2. Enable UI Builder Agent in AI Agent Studio
3. Enable the ServiceNow Otto panel
4. Activate the ServiceNow Otto Panel- Platform (default) assistant

Install required applications for UI Builder Agent

Install ServiceNow Otto for Creator, UI Generation, and Conversational Studio from Application Manager before configuring the UI Builder Agent.

Before you begin

You must have administrator access to Application Manager on your ServiceNow instance.

Role required: ui_builder_admin

About this task

Install and update three applications to support the UI Builder Agent before configuring it in AI Agent Studio.

Procedure

1. Navigate to All > Application Manager.
   Application Manager opens and displays the search interface for licensed applications and plugins.
2. In the search field, type ServiceNow Otto for Creator and press Enter.
3. Select the Installed tab and verify that ServiceNow Otto for Creator (sn_now_creator) is listed and shows Up to date.
   If the application is not installed, locate it under the Available for you tab and install it.
4. Clear the search field, type ui generation, and press Enter.
5. Select the Installed tab and verify that UI Generation (sn_ui_generation) is installed and shows Up to date.
   The UI Generation application must be the Zurich version or later.
6. Clear the search field, type Conversational Studio, and press Enter.
7. Select the Installed tab and verify that Conversational Studio (sn_convo_studio) is installed and shows Up to date.
   If the application is not installed, locate it under the Available for you tab and install it.

Result

All three applications — ServiceNow Otto for Creator, UI Generation, and Conversational Studio — are installed and up to date on your instance.

Enable UI Builder Agent in AI Agent Studio

Follow the UI Builder Agent setup wizard in AI Agent Studio to review and confirm your agent configuration.

Before you begin

Verify that you have installed all the required applications. See Install required applications for UI Builder Agent.

Role required: ui_builder_admin

About this task

The UI Builder Agent comes pre-configured with the UI Generation application. The setup wizard in AI Agent Studio guides you through the process of defining the agent, covering aspects such as its specialty, tools, security controls, triggers, and channels.

Important:

The UI Builder Agent record is read-only in the Global application scope. When viewing the agent in AI Agent Studio, you will see a banner indicating that the record belongs to the UI Generation application. You can proceed through the wizard without switching scope.

Procedure

1. Navigate to All > AI Agent Studio > Overview.
   The AI Agent Studio overview page opens, showing available AI agents and recent agentic workflow activity.
2. Locate the UI Builder Agent card and select it.
   The UI Builder Agent setup wizard opens on the Define the specialty step.
3. Review the agent specialty definition and select Continue.
   You don't need to modify the specialty or subsequent configuration steps. The agent comes fully configured.
4. On the Add tools and information step, select Continue.
5. On the Define user access step, select Continue.
6. On the Define data access step, review the user identity settings and select Continue.
   The agent is pre-configured with a Dynamic user identity type and the ui_builder_admin approved role. The dynamic user setting means the agent derives its data access permissions from the user who initiates the interaction.
7. On the Add triggers step, select Continue.
8. On the Select channels and status step, scroll down to Activation status, enable This AI agent is active, and then selectTest.
   The system navigates to the Testing tab in AI Agent Studio. An alert banner appears indicating that you must enable the ServiceNow Otto panel before testing.

Result

The UI Builder Agent setup wizard is complete. The agent configuration is confirmed, and you can enable the ServiceNow Otto panel to proceed with testing and activation.

Enable the ServiceNow Otto panel

Enable the ServiceNow Otto panel in AI Admin Hub.

Before you begin

Role required: ui_builder_admin

About this task

Enable the panel before testing or using the UI Builder Agent.

Procedure

1. On the AI Agent Studio Testing tab alert banner, select the Edit this setting link.
   Alternatively, navigate directly to All > AI Admin Hub > Experiences.
   The ServiceNow Otto panel page opens in AI Admin Hub, showing a summary of the panel and a Turn on button.
2. In the Turn on section, select Turn on.
   A success dialog appears confirming that the ServiceNow Otto panel is turned on. The dialog shows that generative AI skills in the ServiceNow Otto panel are available. It also provides a link to the Assistants page in CI Admin console for further configuration.
3. In the success dialog, select the Assistants page in CI Admin console link.
   The CI Admin Experience Assistants page opens.

Result

The ServiceNow Otto panel is enabled on your instance and is available to users based on their designated permissions.

Activate AI search

Activate the AI Search.

Before you begin

Role required: ui_builder_admin

About this task

Activating AI Search turns on ServiceNow Otto in Virtual Agent.

Procedure

1. Go to All > AI Search > AI Search Status.
2. Select Request AI Search.

   AI Search activation is a background process that takes about 15 minutes to complete. A confirmation page titled AI Search is requested appears when the request is submitted successfully.

   A message confirms that the AI Search is activated.

Result

You can now access AI-powered search capabilities in Virtual Agent.

Activate the ServiceNow Otto Panel- Platform (default) assistant

Add a display experience to the ServiceNow Otto Panel- Platform (default) assistant, request AI Search activation, and activate the assistant in Assistant Designer.

Before you begin

Role required: ui_builder_admin

About this task

The ServiceNow Otto Panel - Platform (default) assistant is the main system assistant in the Unified Navigation app shell. To use the UI Builder Agent through the ServiceNow Otto panel, you must assign at least one display experience to the assistant and turn it on.

Procedure

1. On the CI Admin Experience Assistants page, select Manage assistants.
   Assistant Designer opens, showing all available assistants including ServiceNow Otto Panel- Developer (default), ServiceNow Otto in Catalog Builder, and ServiceNow Otto Panel- Platform (default).
2. On the ServiceNow Otto Panel- Platform (default) card, select Edit.
   A banner on the assistant overview page shows that the assistant is inactive and requires at least one display experience to be activated.
   The ServiceNow Otto Panel- Platform (default) assistant opens in Assistant Designer.
3. Select Go to display experiences.
   The Display experiences settings page opens.
4. Select Add ServiceNow platform and select Unified Navigation app shell.
5. Select Add.
   The Unified Navigation app shell entry appears in the ServiceNow AI Platform® list with the Enhanced chat experience type.
6. Select Save.

   A success banner confirms that the ServiceNow Otto Panel- Platform (default) assistant is saved successfully.

   The Activate button is enabled.

7. Select Activate.
   If you haven’t activated AI Search, an alert banner appears indicating that AI Search must be activated to turn on ServiceNow Otto in Virtual Agent. To activate AI Search, see Activate AI search.

   A success banner confirms that the ServiceNow Otto Panel- Platform (default) assistant is activated.

   The status of ServiceNow Otto Panel- Platform (default) assistant in Assistant Designer changes from Inactive to Active.

Result

The ServiceNow Otto Panel- Platform (default) assistant is active.

The UI Builder Agent is available to users through the ServiceNow Otto panel in UI Builder and across the platform.