{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":23522,"path":"intelligent-experiences/inth-docusign-docusign-esignature-envelope-management-ai-agent.md","title":"Docusign eSignature envelope management AI agent","bundle":null,"doc_type":null,"release":"australia","body":"\n# Docusign eSignature envelope management AI agent\n\nThis AI agent manages Docusign eSignature envelopes. It creates envelopes from templates, manages recipients and field values, sends envelopes and ad-hoc signature requests, waits for signatures, cancels envelopes, and attaches certificates to ServiceNow records.\n\n## Workflow\n\nThe agent helps the user prepare, send, and track envelopes in Docusign eSignature.\n\n1.  Ask the user what they want to do and collect the details the action needs, such as the envelope, template, or recipients.\n2.  Create a draft envelope from a template or a composite template.\n3.  Add or remove recipients, and look up recipients or a recipient ID by role name.\n4.  Look up fields, field IDs, and field values, and set field values.\n5.  Send the envelope, generate an embedded sending URL, or send an ad-hoc signature request to one or more users.\n6.  Wait for the signature and attach the completion certificate to a ServiceNow record.\n7.  Cancel an envelope that is no longer needed.\n8.  Report the outcome to the user, including details of any error.\n\n<table><thead><tr><th>\n\nField\n\n</th><th>\n\nDescription\n\n</th></tr></thead><tbody><tr><td>\n\nAllow third party to access this AI agent\n\n</td><td>\n\nWhen 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.\n\n</td></tr><tr><td>\n\nAllow AI specialists to access this AI agent\n\n</td><td>\n\nWhen 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.\n\n</td></tr><tr><td>\n\nManage long-term memory\n\n</td><td>\n\nWhen 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/intelligent-experiences/na-aia-reference.md).\n\n</td></tr><tr><td>\n\nTools\n\n</td><td>\n\n-   **Flow Actions**\n\nAdd Recipient to Envelope\n\nAdd Recipients to Envelope\n\nAttach DocuSign Certificate to ServiceNow Record\n\nCancel Envelope\n\nCreate Draft Envelope from Template\n\nCreate Envelope from Composite Template\n\nGenerate Embedded Sending URL\n\nLook up Field ID\n\nLook up Field Value\n\nLook up Fields\n\nLook up Recipient ID by Role Name\n\nLook up Recipients in an Envelope\n\nRemove Recipient from Envelope\n\nSend Adhoc Signature Request to User\n\nSend Adhoc Signature Request to Users - Inline\n\nSend Envelope\n\nSet Field Value\n\nWait for Signature from DocuSign\n\n\n</td></tr><tr><td>\n\nAllowed user roles The specific user roles that can access this AI agent.\n\n</td><td>\n\nsnc\\_internal\n\n</td></tr><tr><td>\n\nData access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take.\n\n</td><td>\n\nsnc\\_internal\n\n</td></tr><tr><td>\n\nTriggers\n\n</td><td>\n\nOptional. None defined by default. An admin can specify triggers if desired. For more information, see [Add a trigger to an AI agent](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/intelligent-experiences/add-trigger-aia.md).\n\n</td></tr><tr><td>\n\nChannels\n\n</td><td>\n\nConfigure an assistant for Virtual Agent or ServiceNow Otto panel using [Assistant Designer](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/conversational-interfaces/configure-now-assist-va.md).\n\n</td></tr><tr><td>\n\nUsed in agentic workflows\n\n</td><td>\n\nNot applicable.\n\n</td></tr></tbody>\n</table>**Parent Topic:**[Docusign eSignature Spoke AI agents](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/intelligent-experiences/inth-docusign-ai-agents-overview.md)\n\n**Related topics**  \n\n\n[Docusign eSignature Spoke](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/integrate-applications/docusign-spoke.md)\n\n[Integration Hub spokes](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/integrate-applications/spokes-list.md)\n\n"}}