Configuring agentic workflows in ServiceNow Otto for Contract Management Pro
Configure agentic workflows in ServiceNow Otto for Contract Management Pro so that contract fulfillers can use the AI agents to perform specific tasks autonomously.
Complete the following steps to configure agentic workflows in Contract Management Pro.
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Install the Contract Management Pro - Prime plugin (sn_cm_ai_prime).
For information about the plugin installation process, see Install AI plugins in AI Admin Hub.
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Ensure ServiceNow Otto panel is turned on. For more information, see Activate the ServiceNow Otto panel standard chat.
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Ensure ServiceNow Otto - Platform (default) assistant in the CI Admin Experience is turned on.
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Configure the security controls to specify the users who can discover or use the agentic workflow, and provide data permissions for the agentic workflow.
For more information, see Configuring user access and data permissions for agentic workflows.
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Configure the security controls to specify the users who can discover or use the agentic workflow, and provide data permissions for AI agents.
For more information, see Configuring user access and data permissions for AI agents.
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Ensure that Contract metadata extraction and Contract obligation extraction skills are configured and activated in AI Admin Hub console.
For more information, see Configuring contract metadata extraction and Configuring contract obligation extraction.
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Activate business rules for the agentic workflow to run the AI agents autonomously. For more information, see Activate business rules for the Manage contract repository agentic workflow.
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If you want to modify an agentic workflow, duplicate it and then update it.
For more information see:
-
If you have customized the Manage contract repository agentic workflow, update the script include to run it autonomously.
For more information, see Update the contracts AI agents handler script include.
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Configure system properties to set the notice period for the Manage contract repository agentic workflow that will be used when the contract renewal notice period and termination of contract renewal notice period are not available in a contract.
For more information, see Set the default notice period for the Manage contract repository agentic workflow.
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Enable the email notification for contract metadata and obligation extraction to notify users when metadata extraction is completed.
For more information, see Enable notifications for AI extracted metadata and obligations.
- Activate business rules for the Manage contract repository agentic workflow
Activate the Agentic AI - Set reminders for contract and the Agentic AI Set reminders for Econtract business rules to autonomously run the Manage contract repository agentic workflow. - Configuring user access and data permissions for agentic workflows
Configure the security controls to specify the users who can discover or use the agentic workflow, and provide data permissions for the agentic workflow. - Configuring user access and data permissions for AI agents
Configure the security controls to specify the users who can discover or use the agentic workflow, and provide data permissions for AI agents. - Set the default notice period for the Manage contract repository agentic workflow
Configure system properties to set the default notice period for the Manage contract repository agentic workflow. - Update the contracts AI agents handler script include
Update the ContractsAIAgentsHelper script include to add the sys_id of a customized Manage contract repository agentic workflow to run the agentic workflow autonomously. - Enable notifications for AI extracted metadata and obligations
Enable the email notifications for metadata extraction and obligation extraction to notify users when metadata extraction and obligation extraction are complete.
Parent Topic:Configure AI capabilities
Related topics
Configure data permissions for AI skills
Select large language models for use cases in ServiceNow Otto for Contract Management Pro
Configuring contract metadata extraction
Configuring contract obligation extraction
Post-upgrade steps for ServiceNow Otto for Contract Management Pro
---
title: Configuring agentic workflows in ServiceNow Otto for Contract Management Pro
description: Configure agentic workflows in ServiceNow Otto for Contract Management Pro so that contract fulfillers can use the AI agents to perform specific tasks autonomously.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/contract-management-pro/cmpro-conf-agentic-workflow.html
release: brazil
product: Contract Management Pro
classification: contract-management-pro
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 5
keywords: [Enable agentic workflows in ServiceNow Otto for Contract Management]
breadcrumb: [Configure AI capabilities, Configure, Contract Management Pro, Legal and Contract Operations, Employee Service Management]
---
# Configuring agentic workflows in ServiceNow Otto for Contract Management Pro
Configure agentic workflows in ServiceNow Otto for Contract Management Pro so that contract fulfillers can use the AI agents to perform specific tasks autonomously.
Complete the following steps to configure agentic workflows in Contract Management Pro.
1. Install the Contract Management Pro - Prime plugin \(sn\_cm\_ai\_prime\).
For information about the plugin installation process, see [Install AI plugins in AI Admin Hub](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/install-now-assist-feature-plugins.md).
2. Ensure ServiceNow Otto panel is turned on. For more information, see [Activate the ServiceNow Otto panel standard chat](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/activate-now-assist-panel.md).
3. Ensure **ServiceNow Otto - Platform \(default\)** assistant in the CI Admin Experience is turned on.
4. Configure the security controls to specify the users who can discover or use the agentic workflow, and provide data permissions for the agentic workflow.
For more information, see [Configuring user access and data permissions for agentic workflows](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/cmpro-conf-users-agentic-wf.md).
5. Configure the security controls to specify the users who can discover or use the agentic workflow, and provide data permissions for AI agents.
For more information, see [Configuring user access and data permissions for AI agents](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/cmpro-conf-users-ai-agents.md).
6. Ensure that Contract metadata extraction and Contract obligation extraction skills are configured and activated in AI Admin Hub console.
For more information, see [Configuring contract metadata extraction](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/cncore-conf-metadata-extraction.md) and [Configuring contract obligation extraction](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/cncore-conf-obligation-extraction.md).
7. Activate business rules for the agentic workflow to run the AI agents autonomously. For more information, see [Activate business rules for the Manage contract repository agentic workflow](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/conf-repository-agentic-ai.md).
8. If you want to modify an agentic workflow, duplicate it and then update it.
For more information see:
- [Duplicate an agentic workflow](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/clone-aia-usecase.md)
- [Create an agentic workflow](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/configure-use-case-ai-agents.md)
- [Modify an agentic workflow](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/modify-aia-use-case.md)
9. If you have customized the Manage contract repository agentic workflow, update the script include to run it autonomously.
For more information, see [Update the contracts AI agents handler script include](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/cmpro-script-includ-agenticAI.md).
10. Configure system properties to set the notice period for the Manage contract repository agentic workflow that will be used when the contract renewal notice period and termination of contract renewal notice period are not available in a contract.
For more information, see [Set the default notice period for the Manage contract repository agentic workflow](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/conf-sys-prop-default-np.md).
11. Enable the email notification for contract metadata and obligation extraction to notify users when metadata extraction is completed.
For more information, see [Enable notifications for AI extracted metadata and obligations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/cmpro-na-me-agentic-ntf.md).
- **[Activate business rules for the Manage contract repository agentic workflow](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/conf-repository-agentic-ai.md)**
Activate the Agentic AI - Set reminders for contract and the Agentic AI Set reminders for Econtract business rules to autonomously run the Manage contract repository agentic workflow.
- **[Configuring user access and data permissions for agentic workflows](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/cmpro-conf-users-agentic-wf.md)**
Configure the security controls to specify the users who can discover or use the agentic workflow, and provide data permissions for the agentic workflow.
- **[Configuring user access and data permissions for AI agents](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/cmpro-conf-users-ai-agents.md)**
Configure the security controls to specify the users who can discover or use the agentic workflow, and provide data permissions for AI agents.
- **[Set the default notice period for the Manage contract repository agentic workflow](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/conf-sys-prop-default-np.md)**
Configure system properties to set the default notice period for the Manage contract repository agentic workflow.
- **[Update the contracts AI agents handler script include](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/cmpro-script-includ-agenticAI.md)**
Update the ContractsAIAgentsHelper script include to add the sys\_id of a customized Manage contract repository agentic workflow to run the agentic workflow autonomously.
- **[Enable notifications for AI extracted metadata and obligations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/cmpro-na-me-agentic-ntf.md)**
Enable the email notifications for metadata extraction and obligation extraction to notify users when metadata extraction and obligation extraction are complete.
**Parent Topic:**[Configure AI capabilities](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/confg-na-in-cmpro.md)
**Related topics**
[Configure data permissions for AI skills]()
[Select large language models for use cases in ServiceNow Otto for Contract Management Pro]()
[Configuring contract metadata extraction]()
[Configuring contract analysis]()
[Configuring contract obligation extraction]()
[Post-upgrade steps for ServiceNow Otto for Contract Management Pro]()
| title | Configuring agentic workflows in ServiceNow Otto for Contract Management Pro |
| description | Configure agentic workflows in ServiceNow Otto for Contract Management Pro so that contract fulfillers can use the AI agents to perform specific tasks autonomously. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/employee-service-management/contract-management-pro/cmpro-conf-agentic-workflow.html |
| release | brazil |
| product | Contract Management Pro |
| classification | contract-management-pro |
| topic_type | concept |
| last_updated | 2026-03-12 |
| reading_time_minutes | 5 |
| keywords | Enable agentic workflows in ServiceNow Otto for Contract Management |
| breadcrumb | Configure AI capabilitiesConfigureContract Management ProLegal and Contract OperationsEmployee Service Management |