--- sourceDocument: zurich Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/delta-yokohama-zurich Release : - zurich ft:locale : - en-US ft:publication_title : - zurich Combined Product Files ft:clusterId : - delta3zy bundleId : - delta3zy --- # Combined ServiceNow Otto for Sales Customer Relationship Management for Telecommunications release notes for upgrades from Yokohama to Zurich # Combined ServiceNow Otto for Sales Customer Relationship Management for Telecommunications release notes for upgrades from Yokohama to Zurich {#ariaid-title1} Release version: Zurich Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 6 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined ServiceNow Otto for Sales Customer Relationship Management for Telecommunications Release Notes: Yokohama to Zurich This consolidated release note covers the upgrade from the Yokohama to Zurich release family for ServiceNow Otto for Sales Customer Relationship Management for Telecommunications (formerly known as Now Assist for Sales and Order Management for Telecommunications). It provides a comprehensive summary of new features, changes, removals, deprecations, and activation information relevant for ServiceNow customers preparing for or performing this upgrade. Show full answer Show less ## New Features * **AI Agents and Task Automation:** Introduction of multiple AI agents to enhance order and task management, including: * **Image to Task Plan Template Agent:** Processes uploaded image files to extract task dependencies and generate task plan templates for standardized fulfillment processes. * **Order Enrichment Agent:** Collects customer order data, identifies if enrichment is needed, creates enrichment tasks, and triggers order fulfillment upon completion. * **Order Fulfillment Agent:** Uses historical data and large language models (LLM) to identify and fulfill domain order tasks automatically, including handling automation flow checks. * **Move Order Voice AI Agent:** Automates capturing customer move order details such as service location and product offerings to reduce manual effort. * **Task Plan Template:** Enables defining tasks and their dependencies to orchestrate and standardize product fulfillment journeys. * **Access Control Configuration for AI Agents and Agentic Workflows:** Allows configuration of Access Control Lists (ACLs) to manage who can discover and trigger AI agents and workflows, including role-based security controls and dynamic or AI user behavior settings. * **Product Workflow Configuration:** Provides customers an option to configure product workflows using data-driven catalog subflows as an alternative to Flow Designer, enhancing flexibility in implementation. ## Changes * **Now Assist Usage Measurement:** Starting with Australia Early Access, AI usage measurement transitioned from a 365-day look-back to a 365-day burn-down model, resetting at contract anniversary dates. * **UI Theme Update:** Introduction of the Coral theme as the default for new portals, web, and mobile experiences with Next Experience or Core UI enabled. This theme offers a fresh, brand-neutral look with an optional dark theme available. ## Removals and Deprecations No features or functionalities were removed or deprecated between Yokohama and Zurich releases. ## Activation and Licensing * Now Assist features require activation of the **ServiceNow Otto for TMT plugin**. * ServiceNow Otto for Sales CRM for Telecommunications is available via the **ServiceNow Store**. * Role configuration is essential for proper execution of AI agents and agentic workflows; customers must assign the required installed roles to users. ## Additional Information * **Product Taxonomy Alignment:** The product was renamed from Now Assist for Sales and Order Management for Telecommunications to ServiceNow Otto for Sales Customer Relationship Management for Telecommunications with no functional changes. * **Browser, Accessibility, Localization:** No updates or changes were noted in these areas for this release family. ## Practical Benefits for ServiceNow Customers * Enhanced automation of order fulfillment and task management through AI agents reduces manual workload and improves accuracy. * Standardized task plan templates ensure consistent and repeatable product fulfillment processes. * Configurable access control and role management improve security and governance of AI-driven workflows. * Flexible product workflow configuration options provide easier customization aligned with organizational needs. * Updated usage metrics and UI themes improve user experience and administrative insight. Consolidated page of all release notes for ServiceNow Otto for Sales Customer Relationship Management for Telecommunications from Yokohama to Zurich. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family ServiceNow Otto for Sales Customer Relationship Management for Telecommunications release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Yokohama to Zurich. Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release." ## Important information for upgrading ServiceNow Otto for Sales Customer Relationship Management for Telecommunications to Zurich Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-servicenowottoforsalescustomerrelationshipmanagementfortelecommunications-summary__entry__2} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## New features Between your current release family and Zurich, new features were introduced for ServiceNow Otto for Sales Customer Relationship Management for Telecommunications. {#dfrn3-servicenowottoforsalescustomerrelationshipmanagementfortelecommunications-summary__entry__8} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | [Image to task plan template AI agent](https://www.servicenow.com/docs/access?context=now-assist-task-template-generation-somt&family=zurich&ft:locale=en-US) : Use this agent to process an uploaded image file, extract task dependencies and store them as a task plan template for the given specification. [Zurich Patch 4](https://www.servicenow.com/docs/access?context=zurich-patch-4&family=zurich&ft:locale=en-US)[Order enrichment agent](https://www.servicenow.com/docs/access?context=order-enrichment-agent-somt&family=zurich&ft:locale=en-US) : Use the order enrichment AI agent to collect the customer order information, identify if the order needs enrichment, and create the enrichment tasks. The AI agent creates a task and triggers the order fulfillment AI agent on its completion. [Order fulfillment agent](https://www.servicenow.com/docs/access?context=order-fulfillment-agent-somt&family=zurich&ft:locale=en-US) : Use the order fulfillment agent to identify the tasks for domain orders using historical data from similar orders. After decomposition, the fulfillment AI agent creates and fulfills order tasks by checking the historical and applicable tasks. [Task plan template](https://www.servicenow.com/docs/access?context=somt-flow-action-catalog-task&family=zurich&ft:locale=en-US) : Define tasks and their dependencies using the task plan template to orchestrate the fulfillment journey for a product to standardize fulfillment processes across products. [Move order voice AI agent](https://www.servicenow.com/docs/access?context=now-assist-move-order-somt&family=zurich&ft:locale=en-US) : Use this agent to help you create a move order capture journey by collecting details such as the customer's name, current service location, product offering, and new service address. [Configure ACLs for AI agents and agentic workflows](https://www.servicenow.com/docs/access?context=aia-security-implementation&family=zurich&ft:locale=en-US) : Configure the access control lists for who can discover and trigger AI agents and agentic workflows in their guided setups in AI Agent Studio. You can determine whether an AI agent or agentic workflow behaves as a dynamic user or as an AI user. You can also specify if an AI agent or agentic workflow can be available to all authenticated users or publicly available. [Role configuration required for agentic workflows and AI agents](https://www.servicenow.com/docs/access?context=aia-role-masking&family=zurich&ft:locale=en-US) : Agentic workflows and AI agents included with your applications require additional security configuration. If you select Users with selected roles for your user access security controls for an agentic workflow or AI agent, you must add the installed roles, or they will not execute. See the documentation for the agentic workflow or AI agent for the specific roles you must add. | [ ] ## Changes Between your current release family and Zurich, some changes were made to existing ServiceNow Otto for Sales Customer Relationship Management for Telecommunications features. {#dfrn3-servicenowottoforsalescustomerrelationshipmanagementfortelecommunications-summary__entry__14} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | [Changes to Now Assist usage measurement](https://www.servicenow.com/docs/access?context=monitoring-now-assist-usage&family=zurich&ft:locale=en-US) : Starting with Australia Early Access, AI usage measurement is transitioning from a 365-day look-back model to a 365-day burn-down model, with usage resetting at the contract anniversary date. For more information, refer to [KB KB2704710: AI Usage - Overview \& New Measurement Logic](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB2704710). Coral theme : Coral is now the default theme for new portal, web, and mobile experiences with Next Experience or Core UI enabled. This theme provides a fresh look and feel, featuring brand-neutral illustrations to enhance your user experience. A dark theme option is available for web and mobile experiences. | [ ] ## Removed Between your current release family and Zurich, some ServiceNow Otto for Sales Customer Relationship Management for Telecommunications features or functionality were removed. {#dfrn3-servicenowottoforsalescustomerrelationshipmanagementfortelecommunications-summary__entry__20} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Deprecations Between your current release family and Zurich, some ServiceNow Otto for Sales Customer Relationship Management for Telecommunications features or functionality were deprecated. {#dfrn3-servicenowottoforsalescustomerrelationshipmanagementfortelecommunications-summary__entry__26} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Activation information Review information on how to activate ServiceNow Otto for Sales Customer Relationship Management for Telecommunications. {#dfrn3-servicenowottoforsalescustomerrelationshipmanagementfortelecommunications-summary__entry__32} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | Activation information : Now Assist features are available with activation of the ServiceNow Otto for TMT plugin. For more information, see [Install plugins for ServiceNow Otto](https://www.servicenow.com/docs/access?context=install-now-assist-feature-plugins&family=zurich&ft:locale=en-US). Important: ServiceNow Otto for Sales CRM for Telecommunications is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | [ ] ## Additional requirements If any additional requirements were introduced or changed for ServiceNow Otto for Sales Customer Relationship Management for Telecommunications we have noted them here. {#dfrn3-servicenowottoforsalescustomerrelationshipmanagementfortelecommunications-summary__entry__38} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for ServiceNow Otto for Sales Customer Relationship Management for Telecommunications we have noted them here. {#dfrn3-servicenowottoforsalescustomerrelationshipmanagementfortelecommunications-summary__entry__44} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Accessibility information Review details on accessibility information for ServiceNow Otto for Sales Customer Relationship Management for Telecommunications, such as specific requirements or compliance levels. {#dfrn3-servicenowottoforsalescustomerrelationshipmanagementfortelecommunications-summary__entry__50} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for ServiceNow Otto for Sales Customer Relationship Management for Telecommunications we have noted them here. {#dfrn3-servicenowottoforsalescustomerrelationshipmanagementfortelecommunications-summary__entry__56} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for ServiceNow Otto for Sales Customer Relationship Management for Telecommunications we have noted them here. {#dfrn3-servicenowottoforsalescustomerrelationshipmanagementfortelecommunications-summary__entry__62} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | * Use the task template generation agent to create a task plan template for the given specification based on the uploaded image file. * Now Assist for Sales and Order Management for Telecommunications is now known as ServiceNow Otto for Sales Customer Relationship Management for Telecommunications to align with the updated product taxonomy. There is no change to functionality or existing customer configurations. [Zurich Patch 5](https://www.servicenow.com/docs/access?context=zurich-patch-5&family=zurich&ft:locale=en-US) * Sales and Order Management for Telecommunications (SOMT) is now known as Sales Customer Relationship Management for Telecommunication (Sales CRM for Telecommunications) to align with the updated product taxonomy. There is no change to functionality or existing customer configurations. * Review changes to Now Assist usage measurement. [Zurich Patch 4](https://www.servicenow.com/docs/access?context=zurich-patch-4&family=zurich&ft:locale=en-US) * Collects the customer order information, identifies if the order needs enrichment, and creates the enrichment tasks. On closure of the enrichment task, it invokes the order fulfillment agent. * Uses the historic order tasks to create the order tasks. If the historic data doesn't return any results, the large language model (LLM) is used to get the response. * Checks the automation flow and fulfill order tasks. * Additional role configuration required for agentic workflows and AI agents included with your applications. * Automatically create the fallout records based on reported issues in the order task work notes. * Provide customers with the option to configure product workflows using the data-driven catalog subflow as an alternative to Flow Designer, giving more options for implementing product configurations. * Automate the customer move order capture journey to reduce the manual effort. See [ServiceNow Otto for Sales Customer Relationship Management for Telecommunications](https://www.servicenow.com/docs/access?context=somt-now-assist&family=zurich&ft:locale=en-US) for more information. | [ ]