Issue identifier complaint case intake AI agent

reference brazil Updated Sep 10, 2026 2 min read csm-cc-issue-identifier-complaint-case-intake-ai-agent.md
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This AI agent is used for product and location-based grievances. It helps with intakes, documentation, and processing.

Workflow

The agent helps users complete tasks related to issue identifier complaint case intake.

  1. Retrieve user information.
  2. Determine complaint type.
  3. Verify product or location.
  4. Handle multiple matches for products or locations.
  5. Extract case information.
  6. Display all extracted information and confirm its accuracy.
  7. Validate field format.
  8. Search for similar open complaints.

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

Convert date

Create complaint case record

Create new related parties related list

Get Logged In user details

List related parties type

Related parties identification

Update fields

Verify fields

Verify Product and Location

  • Search retrieval

Search Similar Complaint cases

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

sn_customerservice.customer, sn_customerservice.customer, sn_customerservice.consumer

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

sn_customerservice.consumer, sn_customerservice.customer

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

Default VA Workflow

Learn more about Customer Service Management at [Customer Service Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/c_CustomerServiceManagement.md).

Parent Topic:Customer Service Management AI agents

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