---
sourceDocument: Yokohama Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/order-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Configure

# Configure ServiceNow Otto for Sales Automation {#ariaid-title1}

Release version: Yokohama  
Updated November 4, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
If you have the admin role, you can configure the ServiceNow Otto for Sales Automation application so that agents can use the generative AI capabilities in the CRM Workspace.

## Before you begin

Use the AI Admin Hub console to configure ServiceNow Otto for Sales Automation. This console contains everything that you need to install the plugins and configure the generative AI skills. For additional information, see [AI Admin Hub console](https://www.servicenow.com/docs/access?context=configuring-now-assist&version=yokohama&pubname=yokohama-intelligent-experiences&ft:locale=en-US).

Role required: admin

## Procedure

1. Log in to the ServiceNow instance.
2. Install the ServiceNow Otto for Sales Automation plugin (sn_som_gen_ai).  
   For information about the installation process, see [Install Now Assist plugins](https://www.servicenow.com/docs/access?context=install-now-assist-feature-plugins&version=yokohama&pubname=yokohama-intelligent-experiences&ft:locale=en-US).