Now Assist for Strategic Portfolio Management (SPM)

  • Release version: Australia
  • Updated March 12, 2026
  • 4 minutes to read
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    Summary of Now Assist for Strategic Portfolio Management (SPM)

    Now Assist for Strategic Portfolio Management (SPM) is a ServiceNow application designed to enhance strategic planning and project management through generative AI capabilities. It helps product, project, and demand managers by summarizing feedback, generating demands via conversational interfaces, creating insights for projects, and producing stories from epics. This streamlines workflows and improves efficiency in managing portfolios.

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    Key Features

    • Feedback Summarization: Automatically condenses feedback in Strategic Planning and documents for quicker decision-making.
    • Demand Creation: Enables creating demands using conversational AI, simplifying the input process.
    • Project Insights: Generates actionable insights to support project management activities.
    • Story Generation: Creates user stories from epics to accelerate agile development processes.
    • AI Model Providers: Supports multiple AI providers including Now LLM Service, Azure OpenAI, Google Gemini, and Anthropic Claude on AWS, configurable through AI Control Tower and the Now Assist Admin console.

    Availability and Restrictions

    Note that some AI models and Now Assist features may not be available in certain regions, data center environments (such as FedRAMP, NSC DOD IL5, Australia IRAP-Protected), or regulated markets. Customers should consult ServiceNow knowledge base articles for the latest availability details and updates.

    Data Handling and Privacy

    Using Now Assist involves transferring data from customer instances to centralized ServiceNow environments or third-party cloud providers like Microsoft Azure. Data is managed according to ServiceNow’s internal policies and compliance standards. Input, output, and edits are collected to improve ServiceNow AI technologies, with customers having the option to opt out of data collection.

    Important Considerations

    • The application uses AI and machine learning, which may not always produce fully accurate or appropriate results. Customers should validate AI outputs and maintain human oversight, especially in sensitive domains such as healthcare, finance, legal, and security.
    • ServiceNow’s AI Acceptable Use Policy governs the responsible use of these AI features.
    • Feature access depends on licensing tiers; customers should review their entitlements to understand available capabilities.

    Getting Started and Support

    Customers can configure the application and AI agents to tailor Now Assist for SPM to their needs. ServiceNow provides documentation, a Known Error Portal for troubleshooting, and customer support channels for assistance.

    Use the ServiceNow® Now Assist for Strategic Portfolio Management (SPM) application to summarize feedback in Strategic Planning or text in Docs, create a demand with a conversational experience, generate insights for projects, and generate stories from epics. Product, project, and demand managers can use the Now Assist skills and AI agents to streamline their projects and workflows.

    Get started

    Important:
    • Not all model providers are available for customers with in-country SKUs, and some Now Assist products/features are currently unavailable for in-country customers. For more information, see the KB1584492 article in the Now Support Knowledge Base. Be sure to check for model provider availability updates in future releases.
    • Some Now Assist products/features are currently unavailable for customers in the FedRAMP, NSC DOD IL5, or Australia IRAP-Protected data centers, self-hosted customers, or in other restricted environments. For more information, see the KB0743854 article in the Now Support Knowledge Base. Be sure to check for availability updates in future releases.
    • Some Now Assist products/features are currently available only for customers in some regions. Be sure to check for availability updates in future releases.
    • Some AI products and skills are not available in Regulated Markets. For more information, see KB2593939: Regulated Markets AI Products/Skills Not Available. Be sure to check for availability updates in future releases.

    You can use Now LLM Service, Azure OpenAI, Google Gemini, or Anthropic Claude on AWS as the AI model provider for Now Assist skills and AI agents. Use the Configuration Controls in AI Control Tower to define which options are available, then you can set skill-level preferences in the Now Assist Admin console.

    Troubleshoot and get help

    AI limitations

    This application uses artificial intelligence (AI) and machine learning, which are rapidly evolving fields of study that generate predictions based on patterns in data. As a result, this application may not always produce accurate, complete, or appropriate information. Furthermore, there is no guarantee that this application has been fully trained or tested for your use case. To mitigate these issues, it is your responsibility to test and evaluate your use of this application for accuracy, harm, and appropriateness for your use case, employ human oversight of output, and refrain from relying solely on AI-generated outputs for decision-making purposes. This is especially important if you choose to deploy this application in areas with consequential impacts such as healthcare, finance, legal, employment, security, or infrastructure. You agree to abide by ServiceNow’s AI Acceptable Use Policy, which may be updated by ServiceNow.

    Data processing

    This application requires data to be transferred from ServiceNow customers' individual instances to a centralized ServiceNow environment, which may be located in a different data center region from the one where your instance is, and potentially to a third-party cloud provider, such as Microsoft Azure. This data is handled per ServiceNow's internal policies and procedures, including our policies available through our CORE Compliance Portal.

    Data collection

    ServiceNow collects and uses the inputs, outputs, and edits to outputs of this application to develop and improve ServiceNow technologies including ServiceNow models and AI products. In addition, this application will collect task data (for Case Assist) and chat transcripts (for Chat Assist). Customers can opt out of future data collection at any time, as described in the Now Assist Opt-Out page.

    For more information, see the Now Assist documentation.

    Now assist tiers

    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.