Live interaction recommendations AI agent

reference brazil Updated Sep 30, 2026 1 min read csm-live-interaction-recommendations-ai-agent.md
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The AI agent analyzes the conversation between a customer and a human agent. It recommends actions that help a human agent resolve the customer's issue.

Workflow

The AI agent helps a human agent by providing real-time recommendations during live customer interactions on the voice channel.

  1. Show the welcome message and customer name in the ServiceNow Otto panel when the session starts.
  2. Show the Get Recommendations button.
  3. Analyze the current call transcript when the human agent selects the Get Recommendations button.
  4. Display the recommendations, with clarifying options where they apply.
  5. Refine the recommendations when the user selects an option or asks a follow-up question.
  6. Show the Get Recommendations button again so the user can refresh the recommendations as the call continues.

Field

Description

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

Get Interaction Context

  • Subflow

Analyse Interaction and Generate Recommendation

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, and sn_customerservice.consumer_agent

Triggers

Live interaction recommendations AI agent - Interaction

Channels

Configure an assistant for ServiceNow Otto panel using Assistant Designer.

Used in agentic workflows

Not applicable.

**Parent Topic:**[Customer Service Management AI agents](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/csm-ai-agents-overview.md)
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