Document verification AI agent
The document verification AI agent verifies the documents on a record to determine if they match the documents listed for the case type. Additionally, they determine if any documents are missing or if document verification has failed. This agent should be invoked when documents need to be verified.
Workflow
The agent helps users complete tasks related to document verification.
- Get the source record details.
- Get the case type.
- Get the list of required documents.
- Initiate the document verification.
- Perform the document verification.
- Compare the valid documents and the list of required documents.
- Save the list of missing required documents.
- Communicate to the user the document validation outcome.
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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 |
Get record details Get Required Documents List Initiate Document Verification Record the results of the document validation process Save the list of missing required documents
Verify the documents |
|
Allowed user roles The specific user roles that can access this AI agent. |
sn_esm_agent |
|
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_agent, sn_customerservice.consumer_agent, sn_customerservice_manager |
|
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 |
Parent Topic:Customer Service Management AI agents
--- title: Document verification AI agent description: The document verification AI agent verifies the documents on a record to determine if they match the documents listed for the case type. Additionally, they determine if any documents are missing or if document verification has failed. This agent should be invoked when documents need to be verified. locale: en-US canonical_url: https://www.servicenow.com/docs/r/intelligent-experiences/csm-document-verification-ai-agent.html release: brazil topic_type: reference last_updated: "2026-09-10" reading_time_minutes: 2 breadcrumb: [Customer Service Management AI agents, Customer Service Management, AI agents library, AI agents and agentic workflows, Enable AI Experiences] --- # Document verification AI agent The document verification AI agent verifies the documents on a record to determine if they match the documents listed for the case type. Additionally, they determine if any documents are missing or if document verification has failed. This agent should be invoked when documents need to be verified. ## Workflow The agent helps users complete tasks related to document verification. 1. Get the source record details. 2. Get the case type. 3. Get the list of required documents. 4. Initiate the document verification. 5. Perform the document verification. 6. Compare the valid documents and the list of required documents. 7. Save the list of missing required documents. 8. Communicate to the user the document validation outcome. <table><thead><tr><th> Field </th><th> Description </th></tr></thead><tbody><tr><td> Allow third party to access this AI agent </td><td> 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. </td></tr><tr><td> Allow AI specialists to access this AI agent </td><td> 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. </td></tr><tr><td> Manage long-term memory </td><td> 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/na-aia-reference.md). </td></tr><tr><td> Tools </td><td> - **Script** Get record details Get Required Documents List Initiate Document Verification Record the results of the document validation process Save the list of missing required documents - **Subflow** Verify the documents </td></tr><tr><td> Allowed user roles The specific user roles that can access this AI agent. </td><td> sn\_esm\_agent </td></tr><tr><td> Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. </td><td> sn\_customerservice\_agent, sn\_customerservice.consumer\_agent, sn\_customerservice\_manager </td></tr><tr><td> Triggers </td><td> Optional. None defined by default. An admin can specify triggers if desired. For more information, see [Add a trigger to an AI agent](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/add-trigger-aia.md). </td></tr><tr><td> Channels </td><td> Configure an assistant for Virtual Agent or ServiceNow Otto panel using [Assistant Designer](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/conversational-interfaces/configure-now-assist-va.md). </td></tr><tr><td> Used in agentic workflows </td><td> [Triage cases](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/case-resolving-use-case.md) </td></tr></tbody> </table>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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/csm-ai-agents-overview.md)
| title | Document verification AI agent |
| description | The document verification AI agent verifies the documents on a record to determine if they match the documents listed for the case type. Additionally, they determine if any documents are missing or if document verification has failed. This agent should be invoked when documents need to be verified. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/intelligent-experiences/csm-document-verification-ai-agent.html |
| release | brazil |
| topic_type | reference |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Customer Service Management AI agentsCustomer Service ManagementAI agents libraryAI agents and agentic workflowsEnable AI Experiences |