Complaint case triage AI agent

reference australia Updated Sep 10, 2026 2 min read csm-cc-complaint-case-triage-agent-ai-agent.md
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This agent is designed to analyze complaint cases after their creation, automatically deriving key classification and prioritization fields. It serves case handlers and support teams by providing reliable, data-driven insights to enhance case management efficiency.

Workflow

The agent helps users complete tasks related to complaint case triage agent.

  1. Filter the categories to only show those that correspond to the case's complaint_type value.
  2. The subcategory value must correspond to the selected category value.
  3. Examine the output fields returned by the "Get case details using number and fields" tool and use this data to identify the category and subcategory.

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

Category and subcategory choices

Get case details using number and fields

Update fields

Update worknotes

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

sn_customerservice.consumer_agent, sn_customerservice_agent

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

sn_customerservice_agent, sn_customerservice.consumer_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

Not defined.

Used in agentic workflows

Accelerate Complaint Case Handling

Learn more about Customer Service Management at [Customer Service Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/customer-service-management/c_CustomerServiceManagement.md).

Parent Topic:Customer Service Management AI agents

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