Now Assist for Sales Force Automation (SFA)

  • Release version: Yokohama
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Now Assist for Sales Force Automation (SFA)

    Now Assist for Sales Force Automation (SFA) leverages ServiceNow’s AI capabilities to provide intelligent automation and insights that accelerate sales and order management processes. This application helps sales agents efficiently manage lead lifecycles by automating outreach, follow-ups, demo bookings, and handling lead opt-outs, either autonomously or under human supervision.

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    Note that some features may be unavailable in certain restricted environments or regions, and availability updates should be monitored in future releases.

    Key Features

    • AI-Powered Sales Automation: Automates repetitive sales tasks to speed up engagement and improve lead management efficiency.
    • Agentic Workflows: Enables AI agents to complete tasks autonomously within the Now Assist for SFA application.
    • Configurable Workspace Integration: Admin users can configure generative AI capabilities in the Customer Service Management (CSM) Configurable Workspace for enhanced agent support.
    • Data Handling and Privacy: Data from customer instances is centrally processed according to ServiceNow’s policies, with options for customers to opt out of data collection used for AI model improvement.

    Important Considerations

    • AI Limitations: As AI predictions are based on data patterns and continuous learning, outputs may not always be accurate or appropriate. Customers should rigorously test AI outputs, apply human oversight, and avoid sole reliance on AI for critical decision-making.
    • Compliance and Use Policies: Usage must comply with ServiceNow’s AI Acceptable Use Policy, which is subject to updates.
    • Data Processing Locations: Customer data may be processed in different data center regions or third-party cloud providers, such as Microsoft Azure, following internal compliance standards.

    Getting Started and Support

    • Administrators should configure Now Assist for SFA to enable AI-driven workflows for sales agents.
    • Sales agents can then leverage AI agents to streamline lead engagement and demo scheduling.
    • Support resources include the ServiceNow Community on AI and Intelligence, Known Error Portal, and Customer Service and Support channels.

    Use the ServiceNow® Now Assist for Sales Force Automation (SFA) application platform AI capabilities to deliver AI-powered insights and automation to drive faster, smarter sales and order processes.

    Important:
    • Some Now Assist products/features are currently unavailable for customers in the FedRAMP, NSC DOD IL5, or Australia IRAP-Protected datacenters, 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.

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    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. Customers can opt out of future data collection at any time, as described in the Now Assist Opt-Out page.