CBS Bulk Upload AI Agent

reference australia Updated Sep 10, 2026 2 min read cbs-cbs-bulk-upload-ai-agent.md
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The CBS Bulk Upload AI agent handles bulk record creation and updates for the Space, Supplier, and Supplier Contact tables.

Workflow

The agent helps users complete tasks related to Core Business Suite bulk upload.

  1. Agent informs user that it will help them upload via a guided process.
  2. Select the appropriate table based on user input.
  3. Prepare template for data upload and present to user for modifications.
  4. User uploads file.
  5. Validate the file.
  6. If no errors, import the data.
  7. Display completion summary.

Field

Description

Allow third party to access this AI agent

When enabled, third-party AI agents can use this agent. This value is off (false) by default. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the External discoverable field.

Allow AI specialists to access this AI agent

When enabled, AI specialists can use this agent. This value is off (false) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the Specialist enabled field.

Manage long-term memory

When enabled, all previous user interactions are used as context for the LLM. This value is off (false) by default. This setting is defined by the sn_aia.ltm.enable_long_term_memory system property. For more information, see ServiceNow Otto AI agents reference.

Tools

  • Script

Agent Context Retriever

Copy the Attachment to Data Source Record

Get Import Set Record Link

Get Records Count

Get Template Attachment Link for Bulk Edit

Get Template Attachment Link for Bulk Upload

Get Validations

Run Scheduled Data Import

Update agent result

  • Conversational topics (Virtual Agent)

Submit and Fetch Results

Upload Updated Template

Allowed user roles The specific user roles that can access this AI agent.

sn_ia_config.ia_user, import_admin

Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take.

sn_ia_config.ia_user, import_admin, platform_ml_di.creation_agent

Triggers

Optional. None defined by default. An admin can specify triggers if desired. For more information, see Add a trigger to an AI agent.

Channels

Configure an assistant for Virtual Agent or ServiceNow Otto panel using Assistant Designer.

Used in agentic workflows

Not applicable.

Learn more about Core Business Suite at [Core Business Suite](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/core-business-suite/cbs-landing.md).

Parent Topic:Core Business Suite AI agents

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