---
sourceDocument: Australia Enable AI
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/intelligent-experiences

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Enable AI

ft:clusterId :

    - platai

bundleId :

    - platai

workflow :

    - Platform


---

# Example: Automatically enter data into the shipping management app

# Example: Use AI agents to automatically enter data into the shipping management app {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 min. de leitura

As a shipping coordinator, enter shipping details automatically from Excel to the Shipping Management app by triggering AI agents that use desktop action tools from the Now Assist panel.

## Antes de Iniciar

To access the Agentic Desktop functionality, perform the following steps:

* Enable Agentic Desktop on your ServiceNow instance. For more information, see [Configure Agentic Desktop](https://servicenow-prod.fluidtopics.net/3VcWwOQSuz6Ew9ufsFD04w "You can enable the Agentic Desktop application (sn_desktop_agents) if you have the admin role.").
* Download the Agentic Desktop installer to automate repetitive tasks across applications and systems. For more information, see [Download Agentic Desktop installer](https://servicenow-prod.fluidtopics.net/8a6cxzdJtIn~YN5M~hnP4w "Download the Agentic Desktop installer so that you can install Agentic Desktop on your Windows machine for designing and running desktop actions.").
{#example-use-shipping-ai-agent-ad__ul_urn_w5j_y2c}

Confirm that the following system requirements are met:

* Windows 11 operating system is used.
* A .NET 9.0 runtime v9.0.10 and .NET 9 Desktop Runtime v9.0.10 is installed.
* No extended monitors are connected.
* Remote Desktop must be enabled on your machine and your account must be granted Remote Desktop access permissions before you start using the Agentic Desktop Execution workspace.
* Theme must match between the systems used for recording and execution.

{#example-use-shipping-ai-agent-ad__ul_gcr_cv3_hhc}  
Nota:  
Screen resolution and scaling must be the same between the systems used for recording and execution of desktop actions that are created prior to Agentic Desktop v1.0.1.

Familiarize yourself with the Agentic Desktop Execution workspace. For more information, see [Agentic Desktop Execution workspace](https://servicenow-prod.fluidtopics.net/a2RExs7nUftL~XRJclLyUQ "Execution workspace enables you to test, run, and monitor your desktop actions. It enables you to observe how your automations interact with desktop applications, including handling situations where human input is needed.").

Role required: now_assist_panel_user

## Por Que e Quando Desempenhar Esta Tarefa

AI agents use desktop actions that are designed in the Agentic Desktop Design workspace as tools. When an AI agent is triggered from the Now Assist panel, it determines which desktop actions it can use to perform the automation. Once triggered, the automation is executed in the desktop-in-desktop mode within the Agentic Desktop Execution workspace.  
Nota:  
To avoid conflicts, do not run the Agentic Desktop Execution workspace and RPA Attended Desktop mode at the same time.{#example-use-shipping-ai-agent-ad__did-parallel-p}

## Procedimento

1. Navigate to AllIncidentsAssigned to you and open an incident that you would like to resolve.  
   When you open an incident, the Now Assist application checks if a plan is available by using AI agents and displays the Now Assist has a plan for solving INCXXXXXXX. Open Now Assist Panel to view the plan. message in a banner.  
   Nota:  
   You can select the banner and directly go to the conversation on the Now Assist panel to complete the task.
2. Open the Now Assist panel by using the Now Assist ![Now Assist icon.]() icon.  
   Now Assist provides the resolution steps for the incident.
3. On the Now Assist panel, enter <kbd class="ph userinput">Read the shipping order details from the Excel spreadsheet located at: "C:\temp\Shipping orders.xlsx\". First, launch the Shipping Management application and login. Then, iterate through each order row in the spreadsheet and enter the data into the Shipping Management application. </kbd>.
4. Monitor the automation execution.  
   Figura 1. Execution workspace waiting for instruction from AI Agent Studio  
   {#example-use-shipping-ai-agent-ad__table_rhj_4vm_jhc__entry__2}

   | On Now Assist panel | On Agentic Desktop Execution workspace |
   |-|-|
   | An AI agent is triggered from the Now Assist panel to complete your request in the Execution workspace. | The Execution workspace is launched. |
   | The AI agent prepares a plan and shows which desktop actions it uses for the execution. | AI agent logs in to the Agentic Desktop Execution workspace. If it's the first time you launch the Execution workspace using AI agents, you must enter the Windows Security credentials before proceeding. The Execution workspace waits for instructions from AI Agent Studio. |
   | The AI agent shows the steps as it executes them in the panel. The outcome of execution is shown in the Now Assist panel. | Once the plan is received, the AI agent starts executing the automation in the Execution workspace. The AI agent performs the tasks same as a human would. The Execution workspace shows the status of the execution. For more information, see [Execution statuses](https://servicenow-prod.fluidtopics.net/a2RExs7nUftL~XRJclLyUQ#agentic-desktop-excution-workspace__ad-execution-status). |
   [Tabela 1. Automation execution process on Now Assist panel and Agentic Desktop]

   {#example-use-shipping-ai-agent-ad__table_rhj_4vm_jhc}
5. **Opcional:** Interact with the automation when your inputs are required.
   * Step in: take control whenever human inputs are required
   * Step out: give the control back to the AI agent.

   {#example-use-shipping-ai-agent-ad__choices_ut4_kxv_23c}  
   Nota:  
   If your automation requires manual inputs, such as entering an OTP or CAPTCHA, you must provide instructions to the AI Agent to wait for the user input during execution. Otherwise, the automation can't proceed.
6. **Opcional:** Use the smart sizing options to enable your desktop executions automatically adapt to your display.

   | Option | Description |
   | Fit to window | Scales the execution screen to fit within the display area of the Execution workspace. The entire screen is visible without scrolling. Shortcut: <kbd class="ph userinput">ctrl+shift+w</kbd> |
   | Original resolution | Displays the execution screen at its original resolution. Scroll bars appear if the screen is larger than the display area of the Execution workspace. Shortcut: <kbd class="ph userinput">ctrl+shift+d</kbd> |
   |-|-|

   {#example-use-shipping-ai-agent-ad__choicetable_tbg_qwv_23c}
{#example-use-shipping-ai-agent-ad__steps_ns4_v3m_jhc} If the desktop session isn't sized correctly and mouse actions aren't working as expected after you enter the session, use the following keyboard shortcuts to resize the session:

<kbd class="ph userinput">Ctrl + Shift + W</kbd>: Resize to window view.

<kbd class="ph userinput">Ctrl + Shift + D</kbd>: Resize to actual desktop view.