---
sourceDocument: Zurich Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Virtual Agent for PPM

# Virtual Agent for PPM {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

ServiceNow® Virtual Agent for PPM enables project managers to get
quick answers to business-related queries by interacting with a virtual agent through various
messaging services.

Virtual Agent for PPM helps project managers view business-related information quickly in a
single step rather than having to navigate through various lists. For example, you can get the
list of all your project tasks that are overdue.  
The base system provides the following predefined Virtual Agent topics (chatbot conversations):

* Project and Task status
  * All active projects
  * Projects with status red
  * Projects ending next week and % complete less than 60%
  * Overdue milestones/ key milestones
  * Overdue tasks
  * Delayed tasks
  {#ppm-va-overview__ul_nlx_x1b_mmb}
* Resources
  * Resource plans with actual hours greater than allocated hours
  * Unallocated resource plans starting next week
  * Unallocated resource plans with requested extension
  {#ppm-va-overview__ul_t4z_gbb_mmb}
* Financials
  * My active projects
  * Projects with EAC greater than planned cost
  * Projects with EAC greater than budget
  {#ppm-va-overview__ul_dqr_kbb_mmb}
* RIDAC (Risk, Issue, Decision, Action, and Request Changes)
  * Absolute and high probability risks due this week
  * Critical and high priority issues due this week
  * Critical and high priority action items due this week
  {#ppm-va-overview__ul_t2m_4bb_mmb}
* Data quality
  * Projects without business case
  * Projects without strategy
  * Projects without program or portfolio
  {#ppm-va-overview__ul_ajt_rbb_mmb}
{#ppm-va-overview__ul_f5f_s1b_mmb}

A topic defines the dialog between the Virtual Agent (chat support bot) and user, which
enables you to gather information for a specific business need. For more information, see
[Virtual Agent](https://www.servicenow.com/docs/access?context=virtual-agent-landing-page&version=zurich&pubname=zurich-conversational-interfaces&ft:locale=en-US).

## Integration with messaging applications {#ppm-va-overview__section_lt3_xwy_pmb}

You can run Virtual Agent bot conversations for PPM using third-party messaging
applications like Slack or Microsoft Teams.

Use the Virtual Agent integration app to configure the messaging apps for your
instance.

For more information, see [Virtual Agent integration with
messaging apps](https://www.servicenow.com/docs/access?context=va-integration-messaging-apps&version=zurich&pubname=zurich-conversational-interfaces&ft:locale=en-US).

For more information on integrating with Slack or Microsoft Teams, see [Setting up Virtual Agent
notifications](https://www.servicenow.com/docs/access?context=configuring-va-notifications&version=zurich&pubname=zurich-conversational-interfaces&ft:locale=en-US).
**Related concepts**   

* [PPM Virtual Agent conversation flows](https://www.servicenow.com/docs/LcC_esG_ZwjuBEo_dxVagQ "Virtual Agent for PPM provides several predefined topic conversations to enable project managers to gather information on their business-related tasks.")
* [Reusable PPM Virtual Agent topic blocks](https://www.servicenow.com/docs/eEWCxMmDZHZHXTefI35fDw "Create and reuse topics blocks to simplify the topic authoring and maintenance process. Topic blocks enable you to reuse standard procedures across conversation topics.")  
**Related tasks**   

* [Install Virtual Agent for PPM](https://www.servicenow.com/docs/ZePmGbV3gVUUQYr21GmA5Q "Install Virtual Agent for PPM from the ServiceNow store.")
* [Enable Virtual Agent for PPM](https://www.servicenow.com/docs/miBS8bQPKGbFTNKVtRUuog "Enable Virtual Agent for PPM to start chatting with the Virtual Agent.")