---
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


---

# Now Assist for SOM

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

Release version: Yokohama  
Updated July 31, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Use the ServiceNow®
ServiceNow Otto for Sales Automation 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](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=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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## Get started {#now-assist-for-sales-and-order-management-som__id_lyd_qvj_whc}

|-|-|-|
| [ExploreLearn more about ServiceNow Otto for Sales Automation](https://servicenow-prod.fluidtopics.net/CRJ4jOJ9odGlPLrsLc7KFg "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.") | [ConfigureConfigure the ServiceNow Otto for Sales Automation application to get started](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.") | [UseUse the ServiceNow Otto for Sales Automation AI agents to complete tasks autonomously](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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## Troubleshoot and get help {#now-assist-for-sales-and-order-management-som__section_nht_hgl_5yb}

* [ServiceNow Community on AI and Intelligence](https://www.servicenow.com/community/ai-intelligence-articles/tkb-p/ai-platform-kb)
* [Search the Known Error Portal for known error articles](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0597477)
* [Contact Customer Service and Support.](https://support.servicenow.com/now?draw=case)
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## AI limitations {#now-assist-for-sales-and-order-management-som__section_h54_xch_v2c}

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](https://www.servicenow.com/ai-acceptable-use-policy.html), which may be updated by ServiceNow.{#now-assist-for-sales-and-order-management-som__p_kv2_nfg_h1c}

## Data processing {#now-assist-for-sales-and-order-management-som__id_w3h_qgn_xyb}

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](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0564067).{#now-assist-for-sales-and-order-management-som__p_lv2_nfg_h1c}

## Data collection {#now-assist-for-sales-and-order-management-som__id_qcq_4gn_xyb}

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 [AI Opt-Out page](https://www.servicenow.com/docs/access?context=opt-out-of-data-sharing-for-now-assist&version=yokohama&pubname=yokohama-intelligent-experiences&ft:locale=en-US).{#now-assist-for-sales-and-order-management-som__p_jv2_nfg_h1c}
* **[Exploring ServiceNow Otto for Sales Automation](https://servicenow-prod.fluidtopics.net/CRJ4jOJ9odGlPLrsLc7KFg)**   
  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.
* **[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.