Validate the work item and generate stories AI agent

reference australia Updated Sep 10, 2026 2 min read spm-validate-the-work-item-and-generate-stories-ai-agent.md
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This Strategic Portfolio Management agent transforms Enterprise Agile Planning work items (epics and features) into a set of well-formed, actionable user stories. It evaluates work items to verify that it contains sufficient information, and guides users through a structured validation process.

Workflow

  1. Collect the work item number, description, and any additional context as needed (based on flags from the system), confirming with the user before saving each piece of information.
  2. Produce user stories based on the validated work item and collected context.
  3. Display the generated stories and offer refinement options: discard stories, combine or split them, adjust personas or metrics, or add new ones.
  4. If the user chooses to refine, apply their changes, re-display the updated stories, and offer the same refine-or-save choice again. This loop continues until the user chooses to save.
  5. Save the finalized stories to the system and give the user a navigation link to view them.

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

Refine Stories

Save stories

Validate and Generate Stories

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

sn_apw_advanced.eap_user

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

sn_apw_advanced.eap_user

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

Create stories

Learn more about Strategic Portfolio Management at [Strategic Portfolio Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/it-business-management/r_ITBusinessManagement.md).

Parent Topic:Strategic Portfolio Management AI agents

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