Configure ServiceNow Otto for Customer Service Management \(CSM\) in Virtual Agent

task brazil Updated Sep 10, 2026 1 min read configure-now-assist-for-customer-service-management-csm-in-virtual-agent.md
Raw file servicenow.com

Use ServiceNow Otto for CSM in Virtual Agent to provide users a content-driven generative AI experience.

Before you begin

Role required: admin

To confirm LLM-based appointment booking works in Customer Service Management, the following apps are required:

  • ServiceNow Otto for Customer Service Management (CSM)
  • Walk-Up for CSM (com.snc.walkup_for_csm)
  • Conversational Appointment Booking (sn_va_appt_schedul)

About this task

There are 6 main steps to configure ServiceNow Otto for CSM in Virtual Agent:

  1. Activate Virtual Agent for Customer Service Management (CSM).
  2. Configure AI in Virtual Agent.
  3. Install Conversational Appointment Booking.
  4. Enable Walk-up Experience Appointment Booking.
  5. Configure API credentials for generative AI capabilities.
  6. Enable Schedule a Walk-up Appointment topic in the Virtual Agent.

Procedure

  1. Navigate to All > Conversational interfaces > Virtual Agent > Designer.

  2. Locate and select Schedule a Walk-up Appointment topic under LLM.

  3. Select the Properties tab.

  4. Locate the check box labeled AI for Virtual Agent under Select LLM assistant to make topic available.

  5. Select Save.

  6. Select Publish.

Result

The topic is available and active in the chat window.

Keywords generative AIgenerative AI for Customer Service Managementgenerative AI for customer service agents
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