Docusign eSignature document management AI agent

This AI agent manages documents in Docusign eSignature envelopes. It adds and replaces documents, looks up documents and document IDs, and attaches individual or combined documents to ServiceNow records.

Workflow

The agent helps the user manage envelope documents and bring them into ServiceNow.

1. Ask the user what they want to do and collect the details the action needs, such as the envelope ID and document.

2. Look up the documents in an envelope or a document ID by name.

3. Add a document to an envelope or replace an existing one.

4. Attach a Docusign document, or the combined envelope document, to a ServiceNow record.

5. Report the outcome to the user, including details of any error.

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Field

</th><th>

Description

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Allow third party to access this AI agent

</td><td>

When enabled, third-party AI agents can use this agent. This value is off (false) by default. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the External discoverable field.

</td></tr><tr><td>

Allow AI specialists to access this AI agent

</td><td>

When enabled, AI specialists can use this agent. This value is off (false) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the Specialist enabled field.

</td></tr><tr><td>

Manage long-term memory

</td><td>

When enabled, all previous user interactions are used as context for the LLM. This value is off (false) by default. This setting is defined by the sn_aia.ltm.enable_long_term_memory system property. For more information, see ServiceNow Otto AI agents reference.

</td></tr><tr><td>

Tools

</td><td>

• Flow Actions

Add Document to Envelope

Attach Combined Document to ServiceNow Record

Attach DocuSign Document to ServiceNow Record

Look up Document ID by Name

Look up Documents in an Envelope

Replace Document in an Envelope

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Allowed user roles The specific user roles that can access this AI agent.

</td><td>

snc_internal

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Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take.

</td><td>

snc_internal

</td></tr><tr><td>

Triggers

</td><td>

Optional. None defined by default. An admin can specify triggers if desired. For more information, see Add a trigger to an AI agent.

</td></tr><tr><td>

Channels

</td><td>

Configure an assistant for Virtual Agent or ServiceNow Otto panel using Assistant Designer.

</td></tr><tr><td>

Used in agentic workflows

</td><td>

Not applicable.

</td></tr></tbody> </table>Parent Topic:Docusign eSignature Spoke AI agents

Related topics

Docusign eSignature Spoke

Integration Hub spokes