Group and Roles Assignment AI Agent
Prebuilt ServiceNow Otto for Setup AI agent, listed among the Setup Hub AI agents, documented as provisioning access by creating groups, adding users to a group, assigning roles to a group and adding users to a role.
Recorded characteristics
- Function
- ServiceNow documents this prebuilt agent as a ServiceNow Otto for Setup AI agent that "provisions access by creating groups, adding users to a group, assigning roles to a group, and adding users to a role". The documented workflow is to run the Fetch context tool and present choices to the user, then execute assignments according to the prescribed guardrails. Documented tools include scripts for Add users to a group, Add users to a role, Assign roles to a group, Classify managers from users, Create group, Fetch context, Lookup group information, Lookup role details, Lookup role-group mappings and a User role or group assignment completion validator, a generative AI skill (Discover roles for capability) and a Knowledge Graph lookup (User Graph Entity Lookup).
- Data access
- ServiceNow documents lookup tools for group information, role details, role-group mappings and a User Graph Entity Lookup knowledge-graph entity. The agent reference page lists "Data access roles" as "Not defined." A separate long-term memory setting, off by default for this agent, is documented as using all previous user interactions as context for the LLM when enabled. ServiceNow does not, in the documentation reviewed, establish the specific record scope this agent reads at runtime beyond these tools.
- Actions
- Can take actions
- External actions
- Unknown
- Human confirmation
- Not established
- Permission basis
- Not established
- Administrative control
- ServiceNow documents administrator-facing configuration on the agent reference page: "Allow third party to access this AI agent" (off by default, External discoverable field in the AI Agent configs [sn_aia_agent_config] table), "Allow AI specialists to access this AI agent" (off by default, Specialist enabled field), and "Manage long-term memory" (off by default, sn_aia.ltm.enable_long_term_memory system property). Allowed user roles is documented as sn_ia_config.ia_user. Triggers are documented as optional with none defined by default; an admin can specify triggers. Channels are configured for Virtual Agent or the ServiceNow Otto panel using Assistant Designer. Platform-level controls documented elsewhere for AI agents generally include ACLs (who may invoke an agent), user identities (AI user or dynamic user) and role masking (an approved-roles allow-list applied only to components running as dynamic users); administering AI agents requires the sn_aia.admin role.
- Default state
- Not established
- Availability
- Documented in the current ServiceNow product documentation (Australia release, agent reference page updated 14 August 2026) and listed on the Setup Hub AI agents page (updated 4 August 2026). ServiceNow Otto AI Agents installation documentation states an instance requirement of Australia Patch 1 or later, that AI Search must be enabled, that the ServiceNow Otto panel must be turned on, that AI agents are delivered through ServiceNow Otto applications rather than as a standalone install, and that the sn_aia.admin role is required to install and administer them. Regional availability is not established for this agent in the documentation reviewed.
- Licensing
- ServiceNow states a license requirement of a ServiceNow Otto Pro Plus or Enterprise Plus license for ServiceNow Otto AI Agents, and that a ServiceNow Otto license is required. No capability-specific pricing is established.
- External model or provider
- Not publicly established for this capability. The agent reference page describes a generative AI skill and long-term memory context passed to "the LLM" but does not identify a runtime model or provider for this agent.
- Limitations and uncertainty
- ServiceNow states that the agent "never creates or edits users or roles, and it never deletes or modifies any existing content". That stated limitation does not mean the agent makes no persistent changes: creating a group and assigning users and roles are themselves persistent changes to ServiceNow identity and access state. Unresolved: ServiceNow does not establish, for this specific agent, whether a human confirmation step is required before a group is created or an assignment is executed; "present choices to the user" and "prescribed guardrails" are documented but the guardrails are not specified in the agent reference page. Runtime identity is also unresolved: Data access roles is "Not defined." on the agent reference page, and the platform mechanisms (AI user identity, dynamic user, role masking) are documented at platform level without being attributed to this agent. The distinction matters: Allowed user roles (sn_ia_config.ia_user) and ACLs govern who may invoke the agent, not the authority the agent executes with. Triggers are optional and none are defined by default, so unattended or background execution is not established for this agent even though the platform supports scheduled and other trigger types. No consequential writes to systems outside ServiceNow are documented; the documented operations concern ServiceNow identity and access records only.
Evidence
- Group and roles assignment AI agent (agent reference, Australia release)
Supports: Function · Actions · Limitations · Permission basis · Human confirmation · External actions · Default state · Admin controls · Data access · External model · General · Primary source
"This ServiceNow Otto for Setup AI agent provisions access by creating groups, adding users to a group, assigning roles to a group, and adding users to a role."
Documented script tools include Create group, Add users to a group, Assign roles to a group and Add users to a role, each a persistent change to ServiceNow identity and access state.
"The agent never creates or edits users or roles, and it never deletes or modifies any existing content."
Agent reference lists Allowed user roles as sn_ia_config.ia_user and Data access roles as "Not defined."; no runtime identity is established for this agent.
Workflow is documented as "Run the Fetch context tool and present choices to the user" then "Execute assignments according to the prescribed guardrails"; no confirmation requirement before the persistent change is stated.
Documented operations concern ServiceNow groups, roles and users. "Allow third party to access this AI agent" concerns third-party agents invoking this agent and is off by default; no consequential external-system write is documented.
Configuration settings listed on the agent reference page are individually off by default, but the operational default state of the agent itself is not stated.
Configuration table: External discoverable, Specialist enabled and Manage long-term memory (sn_aia.ltm.enable_long_term_memory), plus optional triggers and channel configuration through Assistant Designer.
Lookup group information, Lookup role details, Lookup role-group mappings and User Graph Entity Lookup are documented tools.
The page refers to context passed to "the LLM" but does not identify a runtime model or provider.
Dedicated ServiceNow reference page for this agent, Australia release, updated 14 August 2026.
- Setup Hub AI agents
Supports: Function · General · Availability · Primary source
Setup Hub AI agents page lists this agent with the same description of its provisioning operations.
Establishes that this is one of several distinct prebuilt Setup Hub AI agents, separate from the implementation plan, SSO, SLA, update set and IA operational data agents.
Listed as available for Setup Hub in the current Australia release documentation.
- Install ServiceNow Otto AI Agents
Supports: Availability · Licensing · Admin controls · Primary source
Instance on Australia Patch 1 or later, AI Search enabled, ServiceNow Otto panel turned on, and delivery through ServiceNow Otto applications rather than a standalone install.
"A ServiceNow Otto Pro Plus or Enterprise Plus license" is required; a ServiceNow Otto license is required.
Role required to install and administer AI agents: sn_aia.admin.
- Role masking in AI agents
Supports: Permission basis · Admin controls · Limitations · Primary source
Role masking applies only to components set to run as dynamic users; components running as AI users have all roles assigned to the AI user. ServiceNow does not state which identity mode this agent uses.
AI admins configure role masking in AI Agent Studio; requires sn_aia.admin and ServiceNow Otto for Platform 10.0.2-SS.
Role masking limits roles to the intersection of the invoking user's roles and the approved roles list and never grants roles exceeding the invoking user's.
- ACLs, role masking, and user identities in AI Agent Studio
Supports: Permission basis · Admin controls · Limitations · Data access · Primary source
ACLs define who can invoke an AI agent; user identity and role masking define what the agent can do once running. These are platform mechanisms, not attributed to this agent.
Documented security evaluation sequence across workflow, agent and tool ACLs and role masks.
Supports the Registry distinction between invocation access and runtime authority recorded in the uncertainty text.
User identity and role masking limit which records an agent can read or write at runtime.
- Add a trigger to an AI agent
Supports: Actions · Admin controls · Limitations · Primary source
Triggers are optional and can invoke an AI agent automatically; the agent reference page states none are defined by default for this agent.
Adding, editing and removing triggers requires sn_aia.admin; trigger-level user identity is selected during configuration.
Scheduled and other trigger types are a platform capability; unattended execution is not established for this specific agent.
- Set up long-term memory
Supports: Data access · Default state · Limitations · Primary source
Long-term memory, when enabled, uses previous user interactions as context; instance-level preferences are configured in AI Agent Studio settings.
The agent-level Manage long-term memory setting is off (false) by default for this agent.
Retention duration, deletion behaviour, cross-user visibility, cross-agent sharing and training use are not established in the documentation reviewed.