Enhanced chat

  • Release version: Zurich
  • Updated July 16, 2025
  • 10 minutes to read
  • ServiceNow Otto panel enhanced chat brings conversational support to a dynamic window where you can manage multiple active conversations and access superior search capabilities. Leverage generative AI to boost your productivity—summarize chats, cases, or incidents, request help, and generate resolution notes all in one place.

    Note:
    Please note these important considerations:
    • Next Experience must be enabled to use the ServiceNow Otto panel enhanced chat. For more information, see Considerations for activating Next Experience.
    • To access the panel's full capabilities, AI Search must be enabled for your portal. Without it, ServiceNow Otto panel enhanced chat operates with limited functionality - basic conversational interactions, such as predefined topic flows and simple Q&A, remain available. Knowledge article retrieval, AI responses grounded in instance content, and semantic search capabilities require AI Search. For more information, see Enable and configure AI Search in Service Portal.

    Agents can use the ServiceNow Otto panel enhanced chat to interact with and get assistance from generative AI. You can move the chat window by selecting the header and dragging the chat window to the desired location. You can resize the chat window by using the window's edges to resize to your desired size or use the toolbar icons.

    ServiceNow Otto panel enhanced chat must be activated before you can use it. See Activate ServiceNow Otto panel enhanced chat for more information.

    Conversational aspects of the ServiceNow Otto panel enhanced chat, such as skill detection, are powered by Now LLM Service.

    Note:
    ServiceNow Otto skills must be enabled to appear on the ServiceNow Otto panel enhanced chat. For more information, see Generative AI skills.

    Let's get started by selecting the ServiceNow Otto icon ServiceNow Otto sparkle icon to display the ServiceNow Otto panel enhanced chat.

    Figure 1. ServiceNow Otto panel enhanced chat
    ServiceNow Otto panel enhanced chat

    ServiceNow Otto panel enhanced chat showing active and closed chats.

    The ServiceNow Otto panel enhanced chat includes:
    Item number Description

    1 - Expand icon.

    Expands the chat into a 90% screen-size window. The 90% screen-size window can’t be resized or moved. Selecting the icon again resizes the chat back into the floating window.

    2 - Pushpin icon.

    Positions, or pins, the ServiceNow Otto panel enhanced chat to the screen.

    3 - Option buttons

    Displays the available options.

    4 - Reply to ServiceNow Otto...

    Enter actions.

    5 - ServiceNow Otto message

    Indicates that the answers are generated by AI.

    6 - Active chats

    All active chats display in the Active chats section of the ServiceNow Otto panel enhanced chat. You can create additional chats by selecting the + icon in the heading.

    7 - Closed chats

    Displays all closed chats. If you select a closed chat, the chat's history displays.

    The ServiceNow Otto panel enhanced chat subheader consists of these elements:

    Chat window controls include New Chat, Chats, Support, and Settings.

    Table 1. ServiceNow Otto panel enhanced chat subheader elements
    Element Description
    1. Chats (Chats icon.)

    All chats appear.

    Chats are organized with the most recent conversations at the top. Selecting a chat opens the chat in the conversation area. If there are unread chats or notifications, a badge number appears on the Chats icon (List icon.). Any unread chat or notification appears with a red dot next to it and the chat title appears in bold. Additionally, if you switch to a new chat while another active chat is ongoing, a pop-up message on the Chats icon (List icon.) appears: Your previous chat was saved. You can revisit all of your past chats and continue ones that are still active. The following list includes the chat sections that you may see in the chats area.

    • Active: Chats where you can continue the conversation. If applicable, active chats move to the Closed chats section after two hours of inactivity. This 2 hour time limit can be configured within the Messaging Channels {sys_cs_channel.list} table. To change the inactivity time limit, from the Messaging Channels {sys_cs_channel.list} table, select the NASS record and populate the Conversation Idle Timeout field with your preferred active chat time limit. If you have no active chats, No chatter at the moment is displayed. If more than 12 active chats are running, a Show more link appears to view more chats. Selecting Show more displays an additional 10 chats.
    • Closed: Closed chats can be configured to display. A message closes when the designated time has passed (2 hours of inactivity) or you receive the following response in the chat: It looks like you're finished with this chat, so I'll go ahead and close it. Turn on closed chats by selecting the Show closed chats check box within Conversational Interfaces > Assistants > [Selected Assistant Name] > Chat experience > Closed chats. After being turned on, closed chats are displayed for as long as they’re available within the Conversations (sys_cs_conversation) table. Closed chats appear in a read-only mode and can’t become active again. If more than four closed chats are available, a Show more link appears to view more closed chats. Selecting Show more displays an additional 10 closed chats. After a conversation has closed, you can’t reopen it. Hovering over a closed chat displays the delete icon (). Confirm the chat deletion on the Delete this chat? modal to permanently delete the chat from the interface.
    2. [Chat name]

    The name of the conversation.

    If you select a promoted asset or query, that asset's title appears as the chat name. If instead you enter an utterance into the Reply to ServiceNow Otto field, your initial utterance becomes the chat name. The chat name appears in both the ServiceNow Otto panel enhanced chat subheader and Chats list > Active section.

    3. New chat (New chat icon.)

    A new conversation begins.

    You may be prompted with a greeting message along with any promoted conversational assets such as topics, subflows, and/or actions, or suggested queries.

    4. Feedback icons panel You can indicate if the response was helpful by selecting the like thumbs up icon or if the response wasn't helpful, you can select the dislike thumbs down icon . You can also copy the response by selecting the copy message icon .

    ServiceNow Otto panel enhanced chat is available on Next Experience and ServiceNow Studio. The following screenshots show the ServiceNow Otto panel enhanced chat in a workspace and on Core UI screens under Next Experience.

    Table 2. ServiceNow Otto panel enhanced chat
    Next Experience Core UI
    ServiceNow Otto panel enhanced chat on Next Experience ServiceNow Otto panel enhanced chat on a Core UI incident form.

    Response feedback

    Each Virtual Agent response includes a feedback icons panel. The feedback icons panel appears on the latest Virtual Agent response and whenever you hover over any Virtual Agent response. You can indicate if the response was helpful by selecting the like thumbs up icon (Thumbs up icon.). If the response wasn't helpful, select the dislike thumbs down icon (Thumbs down icon.). When you select the thumbs up or thumbs down icon, you are prompted to provide detailed feedback by selecting one or more reason check boxes. You can also select Other to add comments or suggestions (up to 300 characters). After making your selection, select Submit to submit your feedback or select X to close the dialog without submitting feedback. All submitted feedback is captured, stored, and made available through analytic dashboards.
    Figure 2. Example of additional feedback panel from thumbs down icon
    Thumbs down granular feedback dialog.
    Depending on the context of the response, an additional go to search results icon (Go to search results icon.) may appear in the feedback icons panel. This icon appears alongside synthesized responses in Virtual Agent, clarifying questions in Virtual Agent, and regular search results or Virtual Agent fallback topics whenever a synthesized response is unavailable. Selecting the go to search results icon (Go to search results icon.) redirects you to the search results page and begins a search query using the last five chat utterances you entered. Additionally, a copy message icon () appears on received Virtual Agent responses.

    Agentic conversations

    Note:
    Admins must first enable AI agents before end users can experience agentic conversations. ServiceNow Otto panel enhanced chat discovers and executes agentic workflows. For more information on agentic workflows, see Agentic workflows and Multiple conversations in AI agents.

    When you ask a question to the ServiceNow Otto panel enhanced chat, the agent understands the query and begins a flow. When you submit a message with multiple questions or requests, ServiceNow Otto panel enhanced chat answers the multiple questions consecutively in its response. It can reason, plan, and execute across AI agents, ServiceNow Otto panel enhanced chat topics, conversational actions and subflows, catalogs, Knowledge Base articles, custom skills, and any ServiceNow Otto supported skills to help you. You receive on-screen messages to let you know where the agent is in the agentic processing flow prior to receiving the response. After the processing has completed its flow, a View AI Steps section header appears, where the processing flow steps can be expanded and viewed. You can stop the agentic processing flow at any time by selecting the End flow icon (End flow icon.). After an action starts, it can't be stopped. Selecting the End flow icon only stops the proceeding processing steps.

    If your question is unclear or could apply to multiple topics, ServiceNow Otto evaluates your request and may ask for clarification before responding. This helps you receive a focused, relevant answer rather than an overwhelming list of results. If the assistant is confident it understands your intent, it responds immediately without asking for clarification. If no relevant answer is found, the assistant displays a message and suggests an alternative, such as contacting support.

    Processing messages are short status updates that appear on-screen while ServiceNow Otto works on your request. They reflect what ServiceNow Otto is actively doing at each step, such as searching for information or analyzing a document, and update as each step completes. Processing messages don’t appear for simple interactions such as greetings, which are handled instantly.

    Navigating from the ServiceNow Otto panel enhanced chat

    You can navigate from the ServiceNow Otto panel enhanced chat without leaving the current conversation by entering a navigation request in the Ask ServiceNow Otto to... field. If you enter "navigate me to active incidents," ServiceNow Otto displays a button that enables you to view the active incidents.

    Chat summarization

    Quickly learn the details of a chat by reading a chat summarization. The chat summarization gives you enough details about the chat so that your requester doesn't have to repeat the same information to you.

    To generate a chat summarization from the ServiceNow Otto panel enhanced chat, select Chat Summarization or enter summarize chat in the Ask ServiceNow Otto to field.

    Note:
    You can also generate a chat summarization by using the /summarize quick action in Agent Chat.

    Case or incident summarization

    Quickly learn the details of a case or incident by reading a case summarization. The summarization gives you enough details about the interaction so that your requester doesn't have to repeat the same information to you.

    You can generate a case or incident summarization from the ServiceNow Otto panel enhanced chat for ServiceNow Otto for CSM, ServiceNow Otto for HRSD, or ServiceNow Otto for ITSM:
    • For ServiceNow Otto for CSM, select Summarize record or enter summarize a record in the Ask ServiceNow Otto to field.
    • For ServiceNow Otto for HRSD, select Summarize record or enter summarize a record in the Ask ServiceNow Otto to field.
    • For ServiceNow Otto for ITSM, select Summarize incident or enter summarize an incident in the Ask ServiceNow Otto to field.

    Conversation Help

    Get specific and accurate answers to your queries by using the Get Help skill option on the ServiceNow Otto panel enhanced chat. This skill is available to everyone entitled to ServiceNow Otto capabilities.

    For more information about the ServiceNow Otto Conversational Help skill that represents as Get Help on the ServiceNow Otto panel enhanced chat, see Conversational Help.

    Resolution notes generation

    Quickly learn the details of how an interaction was resolved by generating and reading resolution notes.

    To generate resolution notes from the ServiceNow Otto panel, select Generate resolutions notes or enter generate resolutions notes in the Ask ServiceNow Otto to field.

    Streaming responses

    After you enter a question or request on the ServiceNow Otto panel enhanced chat, ServiceNow Otto gathers information from Knowledge Base articles, external content, product documentation, catalog items, and workflows and combines them into a synthesized, comprehensive answer. Instead of waiting for the entire message to render, the synthesized response streams in real time and stops streaming after the entire message has been delivered. An animated sparkle icon (ServiceNow Otto sparkle icon) appears while the response is generated and changes to the static sparkle icon after the response has fully loaded.

    Fallback options

    Note:
    For more information about where and how to enable fallback options, see Manage an assistant chat experience.
    A fallback state can occur whenever search results are unavailable. Scenarios where search results are unavailable include when ServiceNow Otto didn't understand the query, complaint small talk was found, or an error occurred. When search results are unavailable, the Search the web fallback option may appear. If you select the Search the web fallback option, the web search mode is triggered and uses the internet to search for the results.
    Note:
    Only the last query entered into the conversation is considered when entering web search mode via this Search the web fallback option.
    Figure 3. Example of Search the web fallback option
    Search the web fallback option screen.