Create case AI voice agent

reference brazil Updated Sep 10, 2026 2 min read csm-create-case-ai-voice-agent.md
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This voice agent enables users to log cases using voice input. It guides the user through a structured conversation to capture and validate all mandatory case details, creates the case record, and provides confirmation upon successful submission.

Workflow

The agent helps users log a case from a phone call.

  1. Start the conversation politely.
  2. Collect the issue details.
  3. Validate mandatory information.
  4. Generate a short description.
  5. Confirm and enrich the details.
  6. Create the case record.
  7. Confirm case creation.
  8. Link the case number and interaction record from the customer's current phone call.

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

Create Case Record

Link case and interaction record

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

sn_customerservice.consumer, 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.

snc_external, snc_internal

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 a voice assistant using Assistant Designer.

Used in agentic workflows

Not applicable.

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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