Set up a data source for analysis \(Next Experience UI\)

Create and activate a scheduled analysis of your instance records to discover automation opportunities.

Important: Lux is the new user experience for AI Admin Center. For more information on the Lux experience, see AI Admin Center user experience (Lux UI).

The Next Experience AI Admin Center workspace is being prepared for future deprecation and will no longer be supported. For more information on the Next Experience UI, see AI Admin Center workspace (Next Experience UI).

In AI Admin Center version 6.1, the Next Experience and Lux user interfaces are both available.

Before you begin

You must have access to an ACL-protected table to run the analysis for it.

For AI Agent Advisor to configure a successful analysis, the data source must contain a minimum of 500 records.

Role required: sn_na_center.nac_admin

About this task

Follow these steps to configure the data source, filters, schedule, and cost profile that AI Agent Advisor uses to identify the automation opportunities and provide savings estimates for them.

In the event an error occurs when performing these steps, see the troubleshooting steps described in KB article KB2931703 on Now Support.

Note: This topic describes the AI Admin Center feature based on the Next Experience UI. If you're using the Lux user experience for AI Admin Center, see the Lux UI version of this topic.

Procedure

Navigate to All > AI Admin Center > AI Admin Center (Legacy).

The home page opens.

The automation opportunities section displays only a Review configurations button If no opportunities are identified or if opportunity discovery is not yet set up.

[Omitted image "ai-admin-center-home-automation-opportunities-empty.png"] Alt text: Empty Automation opportunities section of the home page showing a button to review configurations.

The automation opportunities section displays the top automation opportunities in separate cards if discovery is set up and opportunities are identified. The section also displays a Change advisor settings link to edit the discovery data sources.

[Omitted image "now-assist-center-home-automation-opportunities-2.png"] Alt text: Automation opportunities shown in AI Admin Center.
Select Review configurations or Change advisor settings to open the AI Agent Advisor setup page.

You can also select Admin ([Omitted image "icon-now-assist-center-nav-admin.png"] Alt text: Admin icon in the side navigation bar.) in the side navigation bar and select AI Agent Advisor under Settings on the AI Admin Hub page.

The AI Agent Advisor setup page opens.

If there are any data sources set up, a separate card displays for each data source.

[Omitted image "ai-agent-advisor-data-sources.png"] Alt text: Separate cards for each data source on the AI Agent Advisor setup page.
Select Create new.

The Add new data set page opens.

[Omitted image "ai-agent-advisor-new-data-source.png"] Alt text: Add new data set page with fields to set up the data source analysis.
Complete the General information section.
1. Enter a name for the analysis configuration in the Name field.
2. Enter a description in the Short description field.
Choose the data source in the Select table section.
1. Select Add role if permission is required for AI Agent Advisor to access the table; then add the required role to the sn_agent_miner.app_admin role and return to the Add new data set page.
  
  For more information, see Add a role to an existing role.
2. Select a table from the Table name menu.
3. Select one or more fields from the Fields menu.
Select the frequency of the analysis schedule in the Scheduled to run section.
- Select the 30, 60, or 90 day option.
- Toggle the On-Off option to Off to stop AI Agent Advisor from running the recurring analysis and identifying opportunities.
  
  If the scheduled run is turned off, new opportunities for the data source won’t appear until a new run is scheduled or triggered manually.
Apply filters to refine the scope of the analysis.
1. Use conditions to select certain properties as a filter.
  
  For more information on how conditions work, see OR conditions.
  
  Note: A filter for the Created field is required.
2. Select Add condition set to add conditions.
Create a cost profile to calculate the estimated time and cost savings from using the automation.
1. Enter the hourly labor cost.
2. Enter the active handling time rate.
  
  The percentage of a record’s total open time that represents actual hands-on effort by a human agent.
Select Save and activate.

Result

AI Agent Advisor runs the analysis according to the configured filters and schedule. After the analysis completes, automation opportunities appear on the AI Admin Center home page and on the Automation opportunities page.

What to do next

View your automation opportunities on the home page. For more information, see View your automation opportunities (Next Experience UI).

Parent Topic:Setting up automation opportunity discovery in AI Admin Center

Edit an analysis data source

Deactivate an analysis data source

Delete an analysis data source

Activate a deactivated analysis data source

title	Set up a data source for analysis \(Next Experience UI\)
description	Create and activate a scheduled analysis of your instance records to discover automation opportunities.
locale	en-US
canonical_url	https://www.servicenow.com/docs/r/intelligent-experiences/ai-admin-center-set-up-data-source.html
release	brazil
topic_type	task
last_updated	2026-10-02
reading_time_minutes	4
keywords	AI Admin CenterNow Assist CenterAIAI setupAI Agent Advisor
breadcrumb	Setting up automation opportunity discoveryConfigureAI Agent AdvisorAI Admin CenterGetting started with AIEnable AI Experiences