Customer payment status AI Agent V2

reference brazil Updated Oct 22, 2026 2 min read tmt-customer-payment-status-ai-agent-v2-ai-agent.md
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The agent checks whether a customer has outstanding payments on their account. It runs without user interaction, collecting the payment status in the background and passing the result to the orchestrator. It does not troubleshoot payments or call other agents.

Workflow

The agent checks the account for outstanding payments and returns the result to the orchestrator.

  1. Retrieve the task details, and report the failure to the orchestrator when the details are not available.
  2. Retrieve the outstanding payment information for the account.
  3. Report that the payment check failed when no account is found.
  4. Return the payment status to the orchestrator without displaying it to the user.

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

  • Flow Action

Get outstanding payment information

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

Not defined.

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

Not defined.

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

Preliminary troubleshooter

Learn more about Customer Service Problem Management at [Customer Service Problem Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/telecom-media-technology/cspm-landing-page.md).

Parent Topic:Customer Service Problem Management AI agents

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