Docusign eSignature envelope management AI agent
This AI agent manages Docusign eSignature envelopes. It creates envelopes from templates, manages recipients and field values, sends envelopes and ad-hoc signature requests, waits for signatures, cancels envelopes, and attaches certificates to ServiceNow records.
Workflow
The agent helps the user prepare, send, and track envelopes in Docusign eSignature.
- Ask the user what they want to do and collect the details the action needs, such as the envelope, template, or recipients.
- Create a draft envelope from a template or a composite template.
- Add or remove recipients, and look up recipients or a recipient ID by role name.
- Look up fields, field IDs, and field values, and set field values.
- Send the envelope, generate an embedded sending URL, or send an ad-hoc signature request to one or more users.
- Wait for the signature and attach the completion certificate to a ServiceNow record.
- Cancel an envelope that is no longer needed.
- Report the outcome to the user, including details of any error.
|
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 |
Add Recipient to Envelope Add Recipients to Envelope Attach DocuSign Certificate to ServiceNow Record Cancel Envelope Create Draft Envelope from Template Create Envelope from Composite Template Generate Embedded Sending URL Look up Field ID Look up Field Value Look up Fields Look up Recipient ID by Role Name Look up Recipients in an Envelope Remove Recipient from Envelope Send Adhoc Signature Request to User Send Adhoc Signature Request to Users - Inline Send Envelope Set Field Value Wait for Signature from DocuSign |
|
Allowed user roles The specific user roles that can access this AI agent. |
snc_internal |
|
Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. |
snc_internal |
|
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. |
Related topics
--- title: Docusign eSignature envelope management AI agent description: This AI agent manages Docusign eSignature envelopes. It creates envelopes from templates, manages recipients and field values, sends envelopes and ad-hoc signature requests, waits for signatures, cancels envelopes, and attaches certificates to ServiceNow records. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/intelligent-experiences/inth-docusign-docusign-esignature-envelope-management-ai-agent.html release: australia topic_type: reference last_updated: "2026-09-30" reading_time_minutes: 2 breadcrumb: [Docusign eSignature Spoke AI agents, Integration Hub AI agents, Integration Hub, AI agents library, AI agents and agentic workflows, Enable AI Experiences] --- # Docusign eSignature envelope management AI agent This AI agent manages Docusign eSignature envelopes. It creates envelopes from templates, manages recipients and field values, sends envelopes and ad-hoc signature requests, waits for signatures, cancels envelopes, and attaches certificates to ServiceNow records. ## Workflow The agent helps the user prepare, send, and track envelopes in Docusign eSignature. 1. Ask the user what they want to do and collect the details the action needs, such as the envelope, template, or recipients. 2. Create a draft envelope from a template or a composite template. 3. Add or remove recipients, and look up recipients or a recipient ID by role name. 4. Look up fields, field IDs, and field values, and set field values. 5. Send the envelope, generate an embedded sending URL, or send an ad-hoc signature request to one or more users. 6. Wait for the signature and attach the completion certificate to a ServiceNow record. 7. Cancel an envelope that is no longer needed. 8. Report the outcome to the user, including details of any error. <table><thead><tr><th> Field </th><th> Description </th></tr></thead><tbody><tr><td> Allow third party to access this AI agent </td><td> 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. </td></tr><tr><td> Allow AI specialists to access this AI agent </td><td> 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. </td></tr><tr><td> Manage long-term memory </td><td> 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/intelligent-experiences/na-aia-reference.md). </td></tr><tr><td> Tools </td><td> - **Flow Actions** Add Recipient to Envelope Add Recipients to Envelope Attach DocuSign Certificate to ServiceNow Record Cancel Envelope Create Draft Envelope from Template Create Envelope from Composite Template Generate Embedded Sending URL Look up Field ID Look up Field Value Look up Fields Look up Recipient ID by Role Name Look up Recipients in an Envelope Remove Recipient from Envelope Send Adhoc Signature Request to User Send Adhoc Signature Request to Users - Inline Send Envelope Set Field Value Wait for Signature from DocuSign </td></tr><tr><td> Allowed user roles The specific user roles that can access this AI agent. </td><td> snc\_internal </td></tr><tr><td> Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. </td><td> snc\_internal </td></tr><tr><td> Triggers </td><td> Optional. None defined by default. An admin can specify triggers if desired. For more information, see [Add a trigger to an AI agent](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/intelligent-experiences/add-trigger-aia.md). </td></tr><tr><td> Channels </td><td> Configure an assistant for Virtual Agent or ServiceNow Otto panel using [Assistant Designer](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/conversational-interfaces/configure-now-assist-va.md). </td></tr><tr><td> Used in agentic workflows </td><td> Not applicable. </td></tr></tbody> </table>**Parent Topic:**[Docusign eSignature Spoke AI agents](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/intelligent-experiences/inth-docusign-ai-agents-overview.md) **Related topics** [Docusign eSignature Spoke](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/integrate-applications/docusign-spoke.md) [Integration Hub spokes](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/integrate-applications/spokes-list.md)
| title | Docusign eSignature envelope management AI agent |
| description | This AI agent manages Docusign eSignature envelopes. It creates envelopes from templates, manages recipients and field values, sends envelopes and ad-hoc signature requests, waits for signatures, cancels envelopes, and attaches certificates to ServiceNow records. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/intelligent-experiences/inth-docusign-docusign-esignature-envelope-management-ai-agent.html |
| release | australia |
| topic_type | reference |
| last_updated | 2026-09-30 |
| reading_time_minutes | 2 |
| breadcrumb | Docusign eSignature Spoke AI agentsIntegration Hub AI agentsIntegration HubAI agents libraryAI agents and agentic workflowsEnable AI Experiences |