Platform Identify ways to improve service agentic workflow

  • Release version: Australia
  • Updated April 1, 2026
  • 5 minutes to read

    • Use the Platform Identify ways to improve service agentic workflow to analyze feedback, performance metrics, and historical trends that identify areas for service improvement.

    Identify ways to improve service overview

    The Identify ways to improve service agentic workflow optimizes service delivery and customer satisfaction by analyzing feedback, metrics, and trends to provide actionable process improvement recommendations. After the analysis is generated, you can continue the conversation to ask follow-up questions or download the analysis as a PDF or Word document.

    The Now Assist applications provide the agents, tools, and triggers for the Identify ways to improve service agentic workflow. You can activate the agentic workflow template by making triggers active and setting the display settings to include the Now Assist panel. To change this agentic workflow's instructions, duplicate it, adjust the settings to suit your specific needs, and activate the duplicated version instead.

    Note:
    Depending on your license, you will have access to certain application features, generative AI skills, agentic workflows, and AI agents. For more information, see ServiceNow product tiers.

    Prerequisites and setup

    To access this workflow, you must have Now Assist for Platform installed on your instance. You can get this by installing any other Now Assist application, such as Now Assist for IT Service Management (ITSM).

    Because this agentic workflow relies on survey data, you must have Assessment records associated with task tables to analyze.

    Role masking

    Required role: sn_uxc_gen_ai.platform_ai_improve_services.

    Agentic workflows and their AI agents use role masking to determine which users can access them. Ones installed with Now Assist applications have specific roles that come included with the application. If you select Users with specific roles for user access, you must configure the security controls to include these roles. For the instructions to change the security controls, see Define security controls for an agentic workflow.

    In the data access settings, add the necessary roles to enable reading of the Assessment table and other required tables. For example, add the itil role to the agentic workflow's list of approved roles so it can access Incident records.

    Additional configuration

    You can change agentic workflow settings by changing values for the Now Assist Skill Config Var Set. To access the variable set and make changes, do the following while in the Platform AI Agents and Skills scope:

    • Go to the Now Assist Skill Config [sn_nowassist_skill_config] table.
    • Open the record named Identify ways to improve service.
    • In the Now Assist Skill Config Var Set related list, select Survey analysis input config.
    • Edit the variable values.
    • Save or update the record.
    Table 1. Survey analysis input configuration

    Config field

    Description

    Default value

    Maximum number of records

    Maximum number of records included in analysis

    500

    Analysis Time Frame

    Time range, in months, for the survey analyzer to examine records to identify trends. Users can specify smaller ranges when running the agentic workflow, but this value defines the maximum limit.

    3

    Post Analysis Actions

    List of possible follow-up actions a user can take before the agentic workflow completes.
    • Download analysis
    • Get more info
    Table 2. Survey Filter configuration

    Config field

    Description

    Default value

    Table name

    Table that the filter applies to

    Assessment Instance [asmt_assessment_instance]

    Fields

    Fields that the user can add when invoking the agentic workflow

    Metric type.Name
    Table 3. Task Filter configurationThe following is the default configuration for the Task table. You can make additional Skill Config Var Sets for other tables, such as Incident or Case.

    Config field

    Description

    Default value

    Table name

    Table that the filter applies to

    Task [task]

    Fields

    Fields that the user can add when invoking the agentic workflow
    • Assignment group.Name
    • Service.Name
    • Configuration item.Name

    Accessing the Identify ways to improve service agentic workflow

    To access the agentic workflow:
    1. Navigate to All > AI Agent Studio > Create and manage.
    2. Select Identify ways to improve service.

    The first step of the guided setup includes a complete list of included AI agents. Selecting an AI agent name opens it in a new browser tab, where you can see the full description, role, list of steps, and tools. Tools are displayed in the second step of the AI agent guided setup, Add tools and information.

    In-product agentic AI and UI actions

    You can access agentic workflows in the Core UI and in workspaces in the AI Activity panel. From there, you can track their progress, provide or review input, and see the results of the work performed. For more information, see In-product agentic AI for more details about the AI Activity panel.

    To enable users to access agentic workflows with UI actions, open the agentic workflow in AI Agent Studio and navigate to the Select channels and access step. You can select a UI action as a possible way to access the workflow

    If you don't see your UI actions after configuring it in AI Agent Studio, verify that the property com.glide.agentic_processes_view.enabled is set to true. See Enable the in-product experience for agentic workflows.

    Testing the Identify ways to improve service agentic workflow

    You can manually test an agentic workflow execution or access on the Testing page of AI Agent Studio if you have the sn.aia_admin role and all other roles configured in the security controls. Start a manual test, select a test type and the workflow name, and use utterances in the Task field like the following samples. See Test an agentic workflow execution.

    To evaluate the agentic workflow over many different execution logs, run an automated evaluation.

    Sample utterance

    After the workflow is activated in AI Agent Studio, enter similar phrases to the following in the Now Assist panel to trigger the workflow. You can also run this workflow on the Testing page of AI Agent Studio with the same utterance in the Task field if you have the sn.aia_admin role.

    When invoking the agentic workflow, if you want to use additional filters, such as metric name or category, use the name of the field in the utterance. For example, "Identify ways to improve services for the Hardware category" is more likely to analyze the correct records than "Identify ways to improve Hardware."

    • Make suggestions for continuous service improvement based on surveys within the last 3 months
    • Summarize surveys to improve Hardware services based on survey results within the last 2 years
    • Give ideas for improving case resolution based on Post-Case metric type survey results over the last month

    AI agents used in the Identify ways to improve service agentic workflow

    The following table lists the agents used in the Identify ways to improve service agentic workflow.
    Important:
    In the Select channels and access of each AI agent's guided setup, verify that the Status toggle is enabled to activate the AI agent.
    Table 4. AI agents names and descriptions in the Identify ways to improve service agentic workflow
    AI agent name AI agent description Role required
    Survey Analysis AI agent Acquires survey data within the specified time range and analyzes it for ways to improve services sn_uxc_gen_ai.platform_ai_improve_services

    Other Platform agentic workflows

    For more information on other agentic workflows associated with the Platform workflow, see Platform agentic workflows.