Configure the Create Work Order agentic workflow for the ServiceNow Otto panel

task australia Updated Sep 10, 2026 1 min read configure-the-create-work-order-agentic-workflow.md
Raw file servicenow.com

Configure the Create Work Order AI agent and agentic workflow to appear in the ServiceNow Otto® panel.

Before you begin

Role required: wm_admin

About this task

The Create Work Order agentic workflow allows users to create work orders from the ServiceNow Otto® panel. The Create Work Order AI agentic workflow is not activated by default, and must be configured to appear in the ServiceNow Otto® panel.

Procedure

  1. Navigate to All > AI Agent Studio > Create and manage > Agentic workflows.

  2. Select Create work order.

  3. Select Select channels and status.

  4. Toggle the Display for the ServiceNow Otto® panel so that it's turned on.

    [Omitted image "work-order-otto-panel.png"] Alt text: servicenow otto panel selection

    You have enabled the agentic workflow in the ServiceNow Otto® panel. If the option isn't available, you must enable the panel first. For more information, see Activate the ServiceNow Otto panel standard chat.

  5. Select Save and test.

Result

The Create Work Order agentic workflow will appear in the ServiceNow Otto® panel. The workflow can be triggered by asking ServiceNow Otto® to create a work order, or by selecting the Create Work Order button. For more information, see Create a work order using ServiceNow Otto for Field Service Management (FSM).

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