Configure Agentic Contact Center for Insurance
Configure Agentic Contact Center for Insurance by integrating your CCaaS provider, setting up AI-powered customer profile and contextual summarization, and enabling AI agents with knowledge graph tags and knowledge base articles.
Configuration overview
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Install Agentic Contact Center for Insurance
Install the application.
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Integrate your CCaaS provider with Agentic Contact Center for Insurance. For more information, see Integrating with contact centers.
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Configure Interaction wrap-up codes and AI skills
Set up wrap-up codes and activate the Wrap Up Completion skill to enable AI-generated call summaries for your agents.
Note: The Wrap Up Completion skill is dependent on ServiceNow Otto for Customer Service Management (CSM).
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Configure AI indexing for Agentic Contact Center for Insurance
Configure AI indexing for the sources that the AI skills and agents use to retrieve data and perform analysis.
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Configure the insurance customer profile summarization AI skill
Review and configure the AI skill settings for customer profile summarization in the Customer 360 page.
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Configure the insurance customer interaction context summary AI skill
Review and configure the AI skill settings for the customer interaction context summary in the Interaction page.
Note: This skill is dependent on the insurance customer profile summarization AI skill.
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Enable agentic AI support in the Customer 360 and Interaction pages.
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Configure Knowledge Graph tags
Review and configure the knowledge graph tags for each customer type to define the data sources for your AI agents.
-
If required, create knowledge base articles that define any business rules or knowledge you want the AI agents to use as source information.
---
title: Configure Agentic Contact Center for Insurance
description: Configure Agentic Contact Center for Insurance by integrating your CCaaS provider, setting up AI-powered customer profile and contextual summarization, and enabling AI agents with knowledge graph tags and knowledge base articles.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/agentic-contact-center-for-insurance-configure.html
release: australia
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 2
keywords: [configure]
breadcrumb: [Agentic Contact Center for Insurance, Insurance applications, Financial Services Operations \(FSO\)]
---
# Configure Agentic Contact Center for Insurance
Configure Agentic Contact Center for Insurance by integrating your CCaaS provider, setting up AI-powered customer profile and contextual summarization, and enabling AI agents with knowledge graph tags and knowledge base articles.
## Configuration overview
- [Install Agentic Contact Center for Insurance](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/install-agentic-contact-center-for-insurance.md)
Install the application.
- [Implement the Interaction Controls Component \(ICC\) for contact center voice call and callback integrations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/customer-service-management/enable-icc-for-ccaas.md)
Integrate your CCaaS provider with Agentic Contact Center for Insurance. For more information, see [Integrating with contact centers](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/customer-service-management/contactcenter-integration.md).
- [Configure Interaction wrap-up codes and AI skills](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/customer-service-management/enable-ai-wrap-up-code-and-notes-summary-generation.md)
Set up wrap-up codes and activate the Wrap Up Completion skill to enable AI-generated call summaries for your agents.
**Note:** The Wrap Up Completion skill is dependent on ServiceNow Otto for Customer Service Management \(CSM\).
- [Configure AI indexing for Agentic Contact Center for Insurance](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-ai-indexing-agentic-contact-center-insurance.md)
Configure AI indexing for the sources that the AI skills and agents use to retrieve data and perform analysis.
- [Configure the insurance customer profile summarization AI skill](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-insurance-customer-profile-summarization.md)
Review and configure the AI skill settings for customer profile summarization in the Customer 360 page.
- [Configure the insurance customer interaction context summary AI skill](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-insurance-interaction-summary-skill.md)
Review and configure the AI skill settings for the customer interaction context summary in the Interaction page.
**Note:** This skill is dependent on the insurance customer profile summarization AI skill.
- [Activate AI agents](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-fso-ai-agents.md)
Enable agentic AI support in the Customer 360 and Interaction pages.
- [Configure Knowledge Graph tags](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-fso-ai-agents.md)
Review and configure the knowledge graph tags for each customer type to define the data sources for your AI agents.
- [Create a knowledge article](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/servicenow-platform/create-knowledge-article.md)
If required, create knowledge base articles that define any business rules or knowledge you want the AI agents to use as source information.
| title | Configure Agentic Contact Center for Insurance |
| description | Configure Agentic Contact Center for Insurance by integrating your CCaaS provider, setting up AI-powered customer profile and contextual summarization, and enabling AI agents with knowledge graph tags and knowledge base articles. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/financial-services-operations/agentic-contact-center-for-insurance-configure.html |
| release | australia |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| keywords | configure |
| breadcrumb | Agentic Contact Center for InsuranceInsurance applicationsFinancial Services Operations \(FSO\) |