Value realization assessor AI agent

reference australia Updated Oct 27, 2026 1 min read tmt-value-realization-assessor-ai-agent.md
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The agent identifies the value realized for an engagement and returns the value data to the customer success agent.

Workflow

The agent helps the user see how much value an engagement has realized.

  1. Ask the user for the engagement number if it is not already available.
  2. Validate the engagement number and get the engagement record.
  3. Get the value data for the engagement and return it.

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

Get Value Data

Validate the given engagement Number

  • Tool

Get the Engagement sysID

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

Not defined.

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

sn_acct_lc.customer_success_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

Configure an assistant for Virtual Agent or ServiceNow Otto panel using Assistant Designer.

Used in agentic workflows

Support renewals and expansion agentic workflow

Learn more about Customer Success Management at [Customer Success Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/acct-lifecycle-events/account-lifecycle-events-landing.md).

Parent Topic:Customer Success Management AI agents

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