Manage use cases for ServiceNow Otto for Contract Management Pro

task australia Updated Mar 12, 2026 3 min read cmpro-manage-use-cases.md
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Manage use cases for ServiceNow Otto for Contract Management Pro by updating the fields, deactivating them when not in use, deleting when no longer required, or copying existing use cases to create new ones.

Before you begin

Role required: sn_cm_gen_ai.ai_contract_config, sn_cm_contract_config

Procedure

  1. Navigate to All > Admin Center > AI Admin Hub to access the AI Skills tab of the AI Admin Hub console.

  2. Navigate to Employee > CM Pro.

  3. On the tile of your activated skill, select Edit Configuration to modify it.

    [Omitted image "cmpro-na-active-skills.png"] Alt text: Active skills in Contract management pro.

  4. In the skill guided setup, select Use cases.

  5. Select the actions icon [Omitted image "cmpro-na-three-dot-icon.png"] Alt text: Actions icon. on the use case that you want to update, delete, deactivate, or copy.

    • Edit

      Modify the use case by adding new fields, or updating, deactivating, or deleting existing fields.

      For more information on the Field form, see Field form fields and Question form fields.

      The base system use cases, CM Pro - Contract Metadata Extraction for contract metadata extraction, CM Pro - Contract Obligation Extraction for obligation extraction, and CM Pro - Contract Analysis for contract analysis cannot be edited, deleted, or deactivated. To customize these use cases, make a copy of the base system use cases and update the copied versions.

      Note: If you create your own use case or customize a copy of an available use case, be sure to test it thoroughly to ensure accuracy. You can upload a document in the Test outputs tab to test how the contract analysis skill works with the updated use case.

    • Make a copy

      Copy an existing use case to create a new use case with the same fields and field groups. You can edit, delete, or deactivate the fields and field groups in the new use case.

    • Deactivate

      Deactivate a use case to temporarily make it unavailable for the skill.

      The Reactivate option appears when a use case is deactivated. Use this option to activate a use case.

    • Delete

      Delete a use case when it is no longer required for the skill.

Result

AI applies the updated use case for contract analysis or metadata extraction.

Parent Topic:Manage AI skills

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Keywords Update use casesModify use casesEdit use casesDelete use casesDeactivate use caseCopy use case
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