Docusign eSignature envelope management AI agent

This 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.

Workflow

The agent helps the user prepare, send, and track envelopes in Docusign eSignature.

1. Ask the user what they want to do and collect the details the action needs, such as the envelope, template, or recipients.

2. Create a draft envelope from a template or a composite template.

3. Add or remove recipients, and look up recipients or a recipient ID by role name.

4. Look up fields, field IDs, and field values, and set field values.

5. Send the envelope, generate an embedded sending URL, or send an ad-hoc signature request to one or more users.

6. Wait for the signature and attach the completion certificate to a ServiceNow record.

7. Cancel an envelope that is no longer needed.

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

<table><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

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 Recipient to Envelope

Add Recipients to Envelope

Attach DocuSign Certificate to ServiceNow Record

Cancel Envelope

Create Draft Envelope from Template

Create Envelope from Composite Template

Generate Embedded Sending URL

Look up Field ID

Look up Field Value

Look up Fields

Look up Recipient ID by Role Name

Look up Recipients in an Envelope

Remove Recipient from Envelope

Send Adhoc Signature Request to User

Send Adhoc Signature Request to Users - Inline

Send Envelope

Set Field Value

Wait for Signature from DocuSign

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

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

</td><td>

snc_internal

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

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