Exploring ServiceNow Otto for Public Sector Digital Services (PSDS)
Summarize
Summary of Exploring ServiceNow Otto for Public Sector Digital Services (PSDS)
The ServiceNow Otto for Public Sector Digital Services (PSDS) application leverages AI capabilities to assist agents in managing government service cases more efficiently. It provides various AI-driven skills and workflows designed to enhance case handling, document validation, and communication summarization. Note that AI features and model providers may have regional restrictions and licensing dependencies, so customers should verify availability based on their location and license tier.
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Key Features
- Investigative Case Summarization Skill: Automatically synthesizes case narratives, evidence, and activity into structured summaries to provide context and generate detailed resolution information for investigative outcomes.
- Investigative Case Narrative Refinement: Offers real-time suggestions to improve case narrative quality by identifying gaps, inconsistencies, and tone issues, with full agent control over changes.
- Document Screening Skill: Validates uploaded documents such as IDs and tax forms, flags potential issues, and applies consistent validation logic.
- Government Case Summarization Skill: Condenses case records into concise summaries of issues and actions taken, helping agents respond effectively and propose solutions.
- Chat Summarization Skill: Generates summaries of agent-constituent chats at handoffs, ensuring critical information is captured for continued support.
- ServiceNow Otto for AI Search: Utilizes single-turn AI capabilities to summarize legislation and policy documents and delivers synthesized answers from multiple knowledge bases in a conversational format.
- Fee Waiver AI Agent Skill: Calculates fee estimates for information requests and provides autonomous recommendations for fee waiver approvals or rejections based on knowledge article guidelines.
- ServiceNow Otto Panel: Provides a conversational interface within the CSM Configurable Workspace allowing agents to request case summaries and generate resolution notes interactively.
- Sensitive Data Handling: Masks personally identifiable and sensitive information in AI prompts to protect data privacy while enabling accurate AI responses.
Licensing and Availability
ServiceNow offers three AI licensing tiers for customers:
- Foundation: Basic AI insights.
- Advanced: Enhanced productivity AI features.
- Prime: Full autonomous AI capabilities and custom AI asset creation.
Availability of specific AI products and capabilities depends on licensing, region, and compliance requirements, including restrictions for FedRAMP, NSC DOD IL5, Australia IRAP-Protected data centers, and regulated markets.
Operational Guidance
- AI features may be enabled by default for new customers; existing customers retain prior configurations upon upgrades.
- Human oversight is strongly advised to assess AI output for accuracy and appropriateness, especially in critical sectors such as healthcare, finance, and legal.
- Data used by AI features may be transferred to centralized ServiceNow environments or third-party cloud providers under strict internal policies.
- Customers may opt out of data collection used for AI model improvement.
Support and Additional Resources
- ServiceNow Community and Known Error Portal provide troubleshooting and support resources.
- Relevant documentation covers configuring ServiceNow Otto for PSDS, generative AI usage, AI Admin Hub, and related AI assets.
With the ServiceNow Otto for Public Sector Digital Services (PSDS) application, your agents can use AI capabilities to perform various tasks on a government service case.
Features
The ServiceNow Otto for PSDS application includes the following AI features that enable your agents to work through cases.
- Investigative case summarization skill
- Synthesizes case narratives, entities, evidence, and activity into a structured summary, enabling agents to grasp case context and respond to inquiries. Generates detailed resolution information for investigative outcomes, allowing agents to propose solutions and integrate generated information into the case record.
- Investigative case narrative refinement (via ServiceNow Otto Context Menu)
- Reviews text and surfaces gaps, inconsistencies, and tone issues before a case narrative is submitted for supervisory review. Delivers real-time refinement suggestions grounded in linked entities, evidence, and case activity, leaving investigators with full control over accepting, rejecting, or editing every suggestion.
- Document screening skill
- Review and validate uploaded documents autonomously, checking IDs, tax forms, and other supporting documents. This skill flags potential issues and surfaces key details, applying consistent validation logic across every submission.
- Government case summarization skill
- Condenses comprehensive case records into concise summaries, including the issue and the actions taken, enabling agents to grasp case contexts and respond effectively to inquiries. Generates detailed resolution information
for specific government case types, allowing agents to propose solutions to constituents or business contacts and integrate this information into the case record.The case summarization skill generates a case summary and displays it above the activity stream. The summary includes the information that the agent enters in the following case record fields:
- Short description
- Description
- Work notes
- Additional comments
- Service level agreement (SLA)
Figure 1. Government case record with case summary - Chat summarization skill
- Automatically generate summaries of agent-facing chats. The summaries capture the context of conversations between agents and constituents or virtual agents at different points of the handoff. For example, summaries are generated when a Virtual Agent chat history is handed off to a live agent. Summaries are also generated when one live agent hands off a chat history with a customer to another live agent. Critical information from interactions is readily accessible for future reference and action.
- ServiceNow Otto for AI Search
- use single-turn capabilities for legislation and policy summarization, providing agents with succinct overviews of complex documents and enhancing the ability to navigate and comprehend extensive legislative materials. This skill provides actionable AI-generated or AI-selected answers in searches, synthesizing and summarizing information from multiple knowledge bases to deliver relevant answers in a conversational format.
- Fee waiver AI Agent skill
- Determines the fee breakdown for an information request. The skill provides a subtotal fee estimate and a recommendation for whether a fee waiver request should be approved or rejected, including reasons for any rejection. It also provides a total fee estimate with the fee waiver, if applicable. This skill works via the Information Request Fee Estimation AI Agent to provide an autonomous decision based on guidelines added in a specific knowledge article. For information on standalone AI agents in Public Sector, see Agentic AI for Public Sector Digital Services.
- Not all model providers are available for customers with in-country SKUs, and some AI products/features are currently unavailable for in-country customers. For more information, see the KB1584492 article in the Now Support Knowledge Base. Be sure to check for model provider availability updates in future releases.
- Some AI products/features are currently unavailable for customers in the FedRAMP, NSC DOD IL5, or Australia IRAP-Protected data centers, self-hosted customers, or in other restricted environments. For more information, see the KB0743854 article in the Now Support Knowledge Base. Be sure to check for availability updates in future releases.
- Some AI products/features are currently available only for customers in some regions. Be sure to check for availability updates in future releases.
- Some AI products and skills are not available in Regulated Markets. For more information, see KB2593939: Regulated Markets AI Products/Skills Not Available. Be sure to check for availability updates in future releases.
Tiers
- Foundation: AI basics to deliver insights
- Advanced: AI to boost productivity across relevant use cases
- Prime: Act autonomously with all AI assets, and create your own
ServiceNow Otto panel in CSM Configurable Workspace
An agent can use the ServiceNow Otto panel in CSM Configurable Workspace. This conversational interface enables an agent to request a case summary and generate the case resolution notes. For more information about the ServiceNow Otto panel, see ServiceNow Otto panel.
- New customers
- When you install an AI product, designated generative AI skills, AI agents, or agentic workflows are turned on automatically.
- Existing customers who are upgrading (starting with Zurich Patch 4)
- There is no change to skills, agents, or agentic workflows that are currently enabled and customized.
An AI asset is turned on if:
- The AI plugin is installed, but the asset was never turned on.
- An admin has never adjusted roles for the skill.
An AI asset is not turned on if:- The asset was previously turned on, and then turned off again.
- An admin has adjusted roles for the asset.
ServiceNow Otto in AI Search
The ServiceNow Otto in AI Search application uses Now LLM Service to extract actionable Q&A Genius Result answers from the knowledge articles that are found in Service Portal, Virtual Agent, Employee Center, and global searches. By using this application, an agent can improve the customer's experience by retrieving the relevant content from the knowledge base and generating concise answers. For more information, see ServiceNow Otto for AI Search.
Sensitive data handling
Personally identifiable information and other sensitive data is masked so that it does not appear in generative AI prompts. Placeholder text is sent with the prompt instead, and that placeholder text is replaced with the original text after the response has been received. This two-way masking ensures that your users see the correct values, but the Now LLM Service is not exposed to any sensitive information. For more information, see Multi-turn catalog ordering.
Troubleshoot and get help
AI limitations
This application uses artificial intelligence (AI) and machine learning, which are rapidly evolving fields of study that generate predictions based on patterns in data. As a result, this application may not always produce accurate, complete, or appropriate information. Furthermore, there is no guarantee that this application has been fully trained or tested for your use case. To mitigate these issues, it is your responsibility to test and evaluate your use of this application for accuracy, harm, and appropriateness for your use case, employ human oversight of output, and refrain from relying solely on AI-generated outputs for decision-making purposes. This is especially important if you choose to deploy this application in areas with consequential impacts such as healthcare, finance, legal, employment, security, or infrastructure. You agree to abide by ServiceNow’s AI Acceptable Use Policy, which may be updated by ServiceNow.
Data processing
This application requires data to be transferred from ServiceNow customers' individual instances to a centralized ServiceNow environment, which may be located in a different data center region from the one where your instance is, and potentially to a third-party cloud provider, such as Microsoft Azure. This data is handled per ServiceNow's internal policies and procedures, including our policies available through our CORE Compliance Portal.
Data collection
ServiceNow collects and uses the inputs, outputs, and edits to outputs of this application to develop and improve ServiceNow technologies including ServiceNow models and AI products. In addition, this application will collect case information (for case summarization). Customers can opt out of future data collection at any time, as described in the Now Assist Opt-Out page.
For more information, see the Now Assist documentation.