---
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

# Configuring ServiceNow Otto for Order Management {#ariaid-title1}

Release version: Yokohama  
Updated November 12, 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 Order Management application so that your agents can use the generative AI skills in CRM Workspace and in Platform.  
Use the AI Admin Hub console to configure ServiceNow Otto for Order Management. Use Summarization for Order Management plugin to install and configure the generative AI skills.  
Note:  
Currently for the initial release, the plugin cannot be installed from the Plugins section of Now Assist Admin. As a workaround, you can install the application from Application Manager.  
The Now Assist skills for SOM:

* Order Summarization for Order Capture
* Order Summarization for Order Fulfillment
{#now-assist-for-order-management-configuring__ul_txp_ftz_ghc}  
Note:  
Azure, Amazon bedrock, Now LLM, Now LLM LTS, and Google Cloud vertex AI are currently the providers for this Now Assist application's skills.

## Configuring standalone AI agents {#now-assist-for-order-management-configuring__section_y4l_xjl_3hc}

Business-to-business (B2B) customers can submit order cases using Now Assist from the Business Portal. Interaction channels include chat and voice options. Before you can use the manage order operations agent in the Business Portal:

* [Enable the manage order operations agent on the Business Portal](https://servicenow-prod.fluidtopics.net/sIW0eUnJ6l4tHyjIxrrhzQ "Activate and associate the Manage order operations agent on the Business Portal so your customers can use it to submit order cases autonomously using Now Assist.")
* [Configure ATP API for the manage order operations agent](https://servicenow-prod.fluidtopics.net/fHDRIGcOE7v6kJF65T5LXw "Create an Available-to-Promise (ATP) API call that enables the manage order operations agent to check product availability and determine the earliest possible delivery date when customers request expedited shipping.")
{#now-assist-for-order-management-configuring__ul_cvn_fkl_3hc}

Enable Voice AI agent support on your phone channels by installing the Now Assist Voice \[sn_voice_aia\]. For more information, see [Deploy AI voice agents](https://www.servicenow.com/docs/access?context=deploy-ai-agents-for-voice&version=yokohama&pubname=yokohama-intelligent-experiences&ft:locale=en-US).
* **[Customize an order summarization skill in ServiceNow Otto for Order Management](https://servicenow-prod.fluidtopics.net/Bc2oc_vIv5TnNKyTYx1uNw)**   
  If you have the admin role, you can configure the ServiceNow Otto for Order Management application so that your order agent and fulfilment agent can use the generative AI skills in CRM Workspace and in Platform.
* **[Enable the manage order operations agent on the Business Portal](https://servicenow-prod.fluidtopics.net/sIW0eUnJ6l4tHyjIxrrhzQ)**   
  Activate and associate the Manage order operations agent on the Business Portal so your customers can use it to submit order cases autonomously using Now Assist.
* **[Configure ATP API for the manage order operations agent](https://servicenow-prod.fluidtopics.net/fHDRIGcOE7v6kJF65T5LXw)**   
  Create an Available-to-Promise (ATP) API call that enables the manage order operations agent to check product availability and determine the earliest possible delivery date when customers request expedited shipping.

**Related concepts**   

* [Standalone agents in Order Management](https://servicenow-prod.fluidtopics.net/YLmiwDqUuWu5oaGkpUTBoA "Use AI agents in Order Management to complete sales and order-related tasks autonomously.")  
**Related topics**   

* [AI Admin Hub console](https://www.servicenow.com/docs/access?context=configuring-now-assist&version=yokohama&pubname=yokohama-intelligent-experiences&ft:locale=en-US)
* [Configuring Now Assist settings and features](https://www.servicenow.com/docs/access?context=configuring-na-landing&version=yokohama&pubname=yokohama-intelligent-experiences&ft:locale=en-US)