Activate the Care Team Operations AI Chat Assistant and agents

task brazil Updated Oct 5, 2026 1 min read hco-now-assist-activate-cto-assistant.md
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Activate the Care Team Operations AI Chat Assistant, its AI agents, and the Request care team assistance agentic workflow so that care team members can create cases conversationally.

Before you begin

Role required: admin

Complete Install ServiceNow Otto for Care Team Operations and Enable ServiceNow Otto for AI Search for case intake.

About this task

The assistant, its AI agents, and the agentic workflow are installed inactive. Activate each one before care team members can use them.

Procedure

  1. Navigate to Assistant Designer > Assistants and open Care Team Operations AI Chat Assistant.

  2. Select Edit > Settings, and then select Activate.

  3. Select Display experiences and ensure that Care Team Portal is in the Portals list.

  4. Navigate to AI Agent Studio > AI Agents and open Care team operations case intake AI agent.

  5. In Select channels and status on the Engage via Otto tab, select Care Team Operations AI Chat Assistant as the assistant, and then select Activate to activate the agent.

  6. Repeat the previous two steps for Care team operations case creation AI agent.

  7. In Care Team Operations AI Chat Assistant, go to Promoted Assets and add Request care team assistance as a promoted asset.

  8. Select Save.

Result

Care team members can use the Request care team assistance workflow in the Care Team Operations AI Chat Assistant to create care team cases.

Note: If Care Team Mobile is installed, the assistant is automatically added to Care Team Mobile. No additional mobile configuration is required.

What to do next

Activate the Care Team Operations Case Creation AI voice agent

Search documentation
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