---
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


---

# Explore

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

Release version: Yokohama  
Updated January 6, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
With the ServiceNow Otto for Sales Automation application, sales agents can manage the lifecycle of leads by automating outreach, follow-up communications, demo bookings, and handling lead disinterest or opt-outs. It can operate independently or
under human supervision, thereby streamlining engagement and demo scheduling.

## ServiceNow Otto for Sales Automation overview {#exploring-now-assist-for-som__section_imy_fvk_whc}

Sales agents use the ServiceNow Otto for Sales Automation AI agent collection to complete these tasks autonomously:  
1. Follow-up/Nudge Emails: Automated follow-ups at defined intervals if leads do not respond, with escalation to sales agents for disqualification.
2. Demo Booking/Rebooking/Cancellation: Reviews lead email replies to book, reschedule, or cancel demos, checking sales agent calendars and sending confirmations.
3. Lead Disinterest/Opt-Outs: Identifies disinterest or opt-out requests from emails, updating lead status and ensuring compliance (for example, unsubscribe links).

## ServiceNow Otto for Sales Automation users {#exploring-now-assist-for-som__section_wzs_lbm_whc}

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| User | Description |
|-|-|
| Sales Manager/Admin | Configure the AI agents. |
| Sales Agent | Access to Now Assist Panel. |
[ ]

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## ServiceNow Otto for Sales Automation benefits {#exploring-now-assist-for-som__section_dw4_qcm_whc}

* Accelerates sales and order processing.
* Improves accuracy and reduces operational risk.
* Enhances user productivity with intuitive AI support.
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## What to explore next {#exploring-now-assist-for-som__section_tbx_tcm_whc}

To learn more about configuring and using ServiceNow Otto for Sales Automation, see:

* [Configure ServiceNow Otto for Sales Automation](https://servicenow-prod.fluidtopics.net/zo~iDagIDyemJ8eUzsOELg "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.")
* [Use agentic workflows in ServiceNow Otto for Sales Automation](https://servicenow-prod.fluidtopics.net/2Ui4vYknJg1M6pvko6Z~gw "Use the ServiceNow Otto for Sales Automation AI agent collection to complete tasks autonomously.")
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