Approval Assistance AI Agent
ServiceNow's Approval Assistance AI Agent retrieves approval requests requiring a user's attention, evaluates relevant record information and assists the user in making approval decisions. Approval or rejection remains an explicit user action.
Recorded characteristics
- Function
- The Approval Assistance AI Agent can retrieve a user's pending approval requests, present details of approval records, filter approvals by attributes such as request type or priority, generate a Gen AI checklist from configured knowledge base articles and policies to support decision making, and carry out approve or reject actions that the user instructs, including optional rejection comments.
- Data access
- ServiceNow documents that the agent works over Approvals [sysapproval_approver] records assigned to the signed-in user, and can retrieve current details of the underlying request or ticket where the user is permitted to read it. The fields displayed for an approval, and the knowledge base articles, policies and search sources used to generate the evaluation checklist, are set by administrators in the Approval Configuration record. Reading records in other tables that go through the approval process requires additional roles (for example sn_change_read for Change Request records) and, where records are restricted to an application scope, cross-scope privileges; AI-agent data-access configuration can also include roles needed to read underlying records (for example itil for Incident records). Access is therefore bounded by the roles and data-access configuration in place; unrestricted access to ServiceNow tables is not documented and must not be inferred.
- Actions
- Can take actions
- External actions
- Unknown
- Human confirmation
- Required
- Permission basis
- Not established
- Administrative control
- ADMINISTRATOR CONFIGURATION: ServiceNow documents that the agent must be activated in AI Agent Studio before it can be used; that the approval_admin and admin roles are required to configure the agent's display fields and knowledge base search fields; that the Approval Configuration record controls the fields displayed for an approval, the knowledge base search fields, and whether the evaluation checklist is generated Always, Never or Conditionally; that optional triggers can be defined (none are defined by default); that third-party agent access and AI-specialist access are off by default; that long-term memory is off by default; and that administrators may need to grant cross-scope privileges to the ServiceNow Otto Agents for Requester plugin. RUNTIME ACCESS CONTROLS: ServiceNow documents role masking to determine which users can access AI agents; end-user access to this agent requires the approver_user and sn_request_approver_read roles, with additional table roles as needed; and the documented agent configuration lists Agent roles (ACLs) snc_internal with Data access roles "Not defined". Administrative configuration authority is not treated as runtime execution authority.
- Default state
- Not established
- Availability
- ServiceNow documents the agent as accessible from AI Agent Studio under the AI Agents tab and usable through Virtual Agent, the ServiceNow Otto panel and Microsoft Teams. The documentation states the agent is installed with certain applications and that entitlements should be checked; broader availability is not established.
- Licensing
- Not established. The reviewed documentation states only that the agent is installed with certain applications and directs users to check their entitlements; it does not establish licensing terms for this capability.
- External model or provider
- Not established. The reviewed documentation does not identify a model or model provider for this capability.
- Limitations and uncertainty
- ESTABLISHED by current ServiceNow documentation: the agent retrieves pending approvals assigned to the current user, filters them and retrieves current details for a selected approval; it generates an evaluation/checklist from configured knowledge base articles and policies to support the approver's decision; approval and rejection operations are supported, including e-signature handling where applicable and optional rejection comments; in the documented Employee Center flow for supported REQ/RITM approvals the human selects Approve or Reject, the agent then asks whether it is okay to proceed, the human selects Yes or No, and only after Yes does the request get approved and move from Open to Completed; access is constrained by end-user roles (approver_user, sn_request_approver_read and additional table roles), role masking and AI-agent data-access configuration; and the records, channels and configuration behaviour available depend on deployment and the Approval Configuration record. NOT ESTABLISHED: the exact runtime security principal that performs the final approval-state database write - the documentation describes the approver's roles, the agent's ACL role (snc_internal) and undefined data-access roles, but does not state which of these authorises the write, so permission basis is recorded as not established rather than forced to a single mechanism; external operational action - the documented consequential operation changes a ServiceNow approval record, and availability through Microsoft Teams or third-party agent access is a channel/access matter, not proof that this agent executes a consequential write in an external system; a universal capability-level default state - activation in AI Agent Studio and sub-settings that are off by default (third-party access, AI-specialist access, long-term memory, no default triggers) do not establish whether the capability itself is enabled or disabled by default; whether every deployment, channel and record type uses exactly the same confirmation user experience as the documented Employee Center flow; and the model or model provider, and licensing terms, for this capability. The human-confirmation classification of required is bounded to the documented approval and rejection operations. Retrieval, filtering and checklist generation are read/generative steps and are not documented as requiring separate confirmation. This record concerns the Approval Assistance AI Agent only; the capabilities of other ServiceNow AI agents are not inherited.
Evidence
- Platform Approval assistance AI agent
Supports: Function · Data access · Actions · Human confirmation · Permission basis · Admin controls · Availability · Limitations · Primary source
Documents that users can view pending approvals, filter them, request details, and approve or reject requests, with follow-up questions and a Gen AI checklist drawn from knowledge base articles and policies.
States that the agent displays data from the Approvals [sysapproval_approver] table and that additional roles are needed to read other tables whose records go through the approval process.
States that users can approve or reject requests and tickets through the agent, with optional rejection comments.
States that the user tells the agent to approve or reject specific approvals, so the approval decision follows an explicit user instruction.
States that end users require the approver_user and sn_request_approver_read roles, that additional table roles may be needed, and that role masking and cross-scope privileges determine access.
States that the approval_admin and admin roles are required to configure display fields and knowledge base search fields, that AI agents use role masking, and that cross-scope privileges may need to be granted.
States that the agent is available from AI Agent Studio under the AI Agents tab and can be used in Virtual Agent, the ServiceNow Otto panel or Microsoft Teams, and that it is installed with certain applications subject to entitlements.
Documented scope is the approval workflow; the page does not establish external-action capability, default state, licensing or model provider.
- Approval assistance AI agent
Supports: Function · Actions · Data access · Permission basis · Admin controls · Default state · Primary source
Documents that the agent retrieves pending approvals assigned to the current user, filters them, retrieves current details for a selected approval, generates an evaluation/checklist using configured knowledge base articles and policies, presents information to support the approver's decision, supports approval and rejection actions, and handles e-signature requirements where applicable.
Documents that approval and rejection of approval records are supported operations of the agent, with e-signature handling where applicable.
Documents the agent working over approval records assigned to the current user and the details of the underlying request or ticket, together with configured knowledge base articles and policies used for checklist generation; access to further tables depends on the roles and data-access configuration in place.
Documents the agent configuration: Agent roles (ACLs) snc_internal and Data access roles "Not defined", alongside the end-user roles required to use the agent. ServiceNow documents role masking and AI-agent data-access roles as controls, but does not state which security principal executes the final approval-state write.
Documents that the agent must be activated in AI Agent Studio before use, and that third-party agent access, AI-specialist access and long-term memory are off by default with no triggers defined by default.
Documents activation in AI Agent Studio and several sub-settings that are off by default (third-party access, AI-specialist access, long-term memory). It does not state whether the Approval Assistance capability itself is operationally enabled or disabled by default in an entitled instance.
- Approve your requests with AI Agent
Supports: Human confirmation · Actions · Availability · Primary source
Documents the Employee Center flow for supported REQ/RITM approvals: the user selects Review with Now Assist, the AI reviews the request and verifies policy compliance, eligibility/checklist criteria are generated, the user selects Approve or Reject, the agent then asks whether it is okay to proceed, the user selects Yes or No, and only after Yes is the request approved and moved from Open to Completed.
Documents that after the user confirms, the request is approved and moves from Open to Completed, establishing a persistent ServiceNow approval-state change as the outcome of the flow.
Documents this approval flow in Employee Center for supported request records (REQ/RITM); support for other record types and channels depends on deployment and configuration.
- Configure Service Portal Approval Configuration record
Supports: Admin controls · Data access · Primary source
Documents the Approval Configuration record used to configure the agent, including the fields displayed for approvals, the knowledge base search fields used, and whether the checklist is generated Always, Never or Conditionally.
Documents that the fields displayed for an approval and the knowledge base sources searched for checklist generation are set by administrators in the Approval Configuration record.