Lead disinterest AI agent

reference australia Updated Oct 5, 2026 2 min read sfa-lead-disinterest-ai-agent.md
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This AI agent handles lead disqualification and opt-out requests for sales agents. After the sales agent confirms, it cancels the lead's upcoming appointments, closes the related tasks, and disqualifies the lead.

Workflow

The agent helps sales agents disqualify leads that aren't interested or have opted out.

  1. Share the lead details, a summary of the emails sent to the lead, and the reason for disqualification, if available.
  2. Ask the user to confirm whether to disqualify the lead.
  3. If the user confirms, cancel all upcoming appointments with the lead.
  4. Close all tasks related to the lead.
  5. Update the lead stage to Disqualified.

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

  • Scripts

Cancel all tasks

Update the lead stage

  • Subflows

Cancel all upcoming appointments

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

sn_sales_common.sales_agent

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

Not defined.

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

Enable the AI agent for the ServiceNow Otto panel.

Used in agentic workflows

Help nurture new leads

Learn more about Lead Management at [Lead Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/order-management/lead-management.md).

Parent Topic:Sales Automation AI agents

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