Care Team Operations case creation AI voice agent

reference brazil Updated Sep 10, 2026 2 min read cto-care-team-operations-case-creation-voice-ai-voice-agent.md
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This agent helps healthcare staff report and submit Care Team Operations (CTO) requests. Trigger this agent when a user mentions Care Team Operations, CTO, or asks to submit a care team request.

Workflow

The agent helps users complete tasks related to care team operations case creation voice.

  1. Get the requesting unit of the user.
  2. Ask the user to describe their issue.
  3. Use the Get Relevant Knowledge Articles tool with the query "Case Definition" to classify the issue.
  4. Collect any remaining required fields mentioned in the knowledge article one at a time based on <case_type>.
  5. Use the Get Service Definitions tool with <case_type> as a JSON array.
  6. Say, "Let me confirm the details of your request before I submit." Read out the details to the user.
  7. Say, "Let me create your request." Create the Care Team Operations case using <requesting_unit>, <case_type>, <issue_description>, <location>, <asset_tag>, <priority>, and all additional fields collected.
  8. End the conversation by saying, "Thank you for contacting Care Team Operations assistant."

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

  • Scripts

Create care team operation cases

Get service definition details

Requesting Unit Lookup

  • Search retrieval

Get relevant knowledge articles

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

sn_hco.care_team_member, sn_hco.care_team_manager

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

sn_hco.care_team_member, sn_hco.care_team_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 a voice assistant using Assistant Designer.

Used in agentic workflows

Not applicable.

Learn more about Healthcare Operations at [Healthcare Operations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/healthcare-life-sciences/healthcare-operations-overview.md).

Parent Topic:Care Team Operations AI agents

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