IA operational data workflow AI agent
This ServiceNow Otto for Setup AI agent automates the configuration of data imports by handling the creation of data sources, import sets, and transform maps.
Workflow
The agent is designed for IT administrators and system integrators.
- Retrieve and parse execution context.
- Check user role authorization for the table.
- Determine the source selection.
- Display recommended fields.
- Upload and validate the file.
- Import the file.
|
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 |
Agent Context Retriever Cache Transform Map Ref Check Has Role Check If Map Has Coalesce Get Import Config Incomplete Data Imports Orchestrator Execution Manager Process Import Transform Import Set Update Coalesce Field
IA Operational Data Coalesce Skill
IAFileUploadAndValidator IAPreviewTransformMapView |
|
Allowed user roles The specific user roles that can access this AI agent. |
user_admin, import_admin, sn_ia_config.ia_user, sn_aia.viewer |
|
Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. |
user_admin, import_admin, sn_aia.viewer |
|
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. |
Parent Topic:Setup Hub AI agents
--- title: IA operational data workflow AI agent description: This ServiceNow Otto for Setup AI agent automates the configuration of data imports by handling the creation of data sources, import sets, and transform maps. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/intelligent-experiences/plat-setup-ia-operational-data-workflow-agent-ai-agent.html release: australia topic_type: reference last_updated: "2026-09-10" reading_time_minutes: 2 breadcrumb: [Setup Hub AI agents, ServiceNow AI Platform AI agents, ServiceNow AI Platform, AI agents library, AI agents and agentic workflows, Enable AI Experiences] --- # IA operational data workflow AI agent This ServiceNow Otto for Setup AI agent automates the configuration of data imports by handling the creation of data sources, import sets, and transform maps. ## Workflow The agent is designed for IT administrators and system integrators. 1. Retrieve and parse execution context. 2. Check user role authorization for the table. 3. Determine the source selection. 4. Display recommended fields. 5. Upload and validate the file. 6. Import the file. <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> - **Scripts** Agent Context Retriever Cache Transform Map Ref Check Has Role Check If Map Has Coalesce Get Import Config Incomplete Data Imports Orchestrator Execution Manager Process Import Transform Import Set Update Coalesce Field - **Generative AI skill** IA Operational Data Coalesce Skill - **Conversational topics** IAFileUploadAndValidator IAPreviewTransformMapView </td></tr><tr><td> Allowed user roles The specific user roles that can access this AI agent. </td><td> user\_admin, import\_admin, sn\_ia\_config.ia\_user, sn\_aia.viewer </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> user\_admin, import\_admin, sn\_aia.viewer </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>Learn more about ServiceNow Otto for Setup at [ServiceNow Otto for Setup](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-administration/ia-landing.md). **Parent Topic:**[Setup Hub AI agents](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/intelligent-experiences/platform-setup-ai-agents-overview.md)
| title | IA operational data workflow AI agent |
| description | This ServiceNow Otto for Setup AI agent automates the configuration of data imports by handling the creation of data sources, import sets, and transform maps. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/intelligent-experiences/plat-setup-ia-operational-data-workflow-agent-ai-agent.html |
| release | australia |
| topic_type | reference |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Setup Hub AI agentsServiceNow AI Platform AI agentsServiceNow AI PlatformAI agents libraryAI agents and agentic workflowsEnable AI Experiences |