--- title: ServiceNow Otto for Enterprise Architecture \(EA\) access roles description: The following roles help you to configure and use each ServiceNow Otto for Enterprise Architecture \(EA\) skill. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/application-portfolio-management/sn-otto-access-roles.html release: australia topic_type: reference last_updated: "2026-06-09" reading_time_minutes: 12 breadcrumb: [Configure ServiceNow Otto for Enterprise Architecture \(EA\), Configuring Enterprise Architecture Workspace, Enterprise Architecture Workspace, Enterprise Architecture] --- # ServiceNow Otto for Enterprise Architecture \(EA\) access roles The following roles help you to configure and use each ServiceNow Otto for Enterprise Architecture \(EA\) skill. Access to ServiceNow Otto for Enterprise Architecture \(EA\) skills is controlled by a combination of the EA Workspace role assigned to the user and, in some cases, additional platform-level or feature-specific roles. The table summarizes each skill, the role required to use it, and whether additional roles are needed. |Skill|Configure role|Use role| |-----|--------------|--------| |Configure ServiceNow Otto® for EA \(all skills\)|admin|Not applicable| |Configure AI Data Explorer and Query Generation skills|now\_assist\_explorer\_admin or higher \(AI Data Explorer\); admin \(Query Generation\)|Not applicable| |Generate a summary for ADRs \(ADR doc summarization\)|admin|sn\_apm.apm\_user| |Elaborate or shorten content in ADRs|admin|sn\_apm.apm\_user| |Generate insights into business applications|admin|sn\_apm.apm\_user| |Compare Enterprise Modeling and Visualization diagrams|admin|sn\_apm.apm\_read and sn\_apm.apm\_user| |Elaborate or shorten content in form fields \(Refine text\)|admin|sn\_apm.apm\_user| |Generate insights for EA Workspace dashboard widgets \(AI Data Explorer\)|now\_assist\_explorer\_admin or higher|sn\_apm.apm\_user or sn\_apm.apm\_read; now\_assist\_explorer\_user| |Register a business application using conversational experience|admin|None \(any authenticated user\)| |Register a digital integration using conversational experience|admin|None \(any authenticated user\)| |Generate an enterprise architecture diagram from an uploaded image; review AI-generated shapes in split-screen mode; accept or discard low-confidence shape replacements; accept all shapes and publish the diagram to draft|admin|sn\_apm.apm\_user| |Ask natural language questions about the EA portfolio using the Enterprise Architecture Explorer Query Agent|admin|sn\_apm.apm\_user| ## Configuration All ServiceNow Otto® for EA skills are configured from the ServiceNow Otto® Admin console. Configuration requires the admin role or, for AI Data Explorer skills, the now\_assist\_explorer\_admin role.
Capability admin now\_assist\_explorer\_admin sn\_apm.apm\_user sn\_apm.apm\_read now\_assist\_explorer\_user Notes
Activate and configure all ServiceNow Otto® for EA skills from the ServiceNow Otto® Admin console \(ADR summarization, business application insights, diagram change analysis, refine text, conversational experience\) \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes          
Configure skill availability conditions \(always available or custom conditions\) \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes          
Configure role-based access to individual skills \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes          
Define and configure custom parameters for the business application insights prompt; make a copy of the business application insights skill \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes          
Set how the business application insights skill is triggered \(**Automatic** or **User trigger**\) and define optional conditions for the **Automatic** trigger on the **Define trigger** tab \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes          
Activate and configure conversational experience skills for registering business applications and digital integrations through Virtual Agent \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes          
Configure Query Generation skills \(Analytics query generation and Analytics hidden insights generation\) \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes          
Activate and configure AI Data Explorer skills \(Analytics exploration, Exploration summarization, Refine text in exploration, Data visualization generation\)   \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes        
Configure AI Search for dashboard insight generation   \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes        
## ADR doc summarization and actions ADR skills are powered by the ADR Doc Summarization and Actions skill. The skill must be activated by an admin before use.
Capability admin now\_assist\_explorer\_admin sn\_apm.apm\_user sn\_apm.apm\_read now\_assist\_explorer\_user Notes
Generate a ServiceNow Otto® summary of an ADR document from the Artifact content tab     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
Elaborate selected text in an ADR document     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
Shorten selected text in an ADR document     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
Summarize selected text in an ADR document     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
Use the Refine button to further elaborate or shorten generated content     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
Insert generated content into the ADR record; copy generated summary text     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
Use the ADR summarization skill       \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes   sn\_apm.apm\_read is in the default skill access list. Admins can modify role access from the ServiceNow Otto® Admin console.
## Business application insights The business application insights skill generates context-aware summaries and actionable insights for business applications. Insights automatically include contextual data from the page where they are generated.
Capability admin now\_assist\_explorer\_admin sn\_apm.apm\_user sn\_apm.apm\_read now\_assist\_explorer\_user Notes
Generate insights from the business application details page     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes     Available when the skill trigger is set to **User trigger**.
View insights that are generated automatically when you open a business application record page, when the skill trigger is set to **Automatic**     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
Generate context-aware insights from the Business Portfolio page \(capability context, cross-capability impact, indicator scores, fiscal period\)     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
Generate context-aware insights from the Application Rationalization bubble chart \(axis metrics, quadrant position, bubble size metric, planned disposition, fiscal period\)     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
Generate context-aware insights from the Application Rationalization list view \(indicator scores, actual scores, fiscal period, connected demands\)     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
View insights in a side panel wherever business application details are shown     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
Refresh generated insights after updating business application data     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
Provide thumbs up or thumbs down feedback on generated insights     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
## Compare Enterprise Modeling and Visualization diagrams The diagram change analysis skill generates an AI summary of changes between two diagram versions. The summary includes an executive overview and a breakdown of added, modified, and removed shapes and relationships.
Capability admin now\_assist\_explorer\_admin sn\_apm.apm\_user sn\_apm.apm\_read now\_assist\_explorer\_user Notes
Select two diagram versions to compare from the Compare versions pop-up window     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes   Both sn\_apm.apm\_user and sn\_apm.apm\_read are required. Neither role alone is sufficient to use this skill.
View the AI-generated executive summary of changes between two diagram versions     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes   Both sn\_apm.apm\_user and sn\_apm.apm\_read are required.
View a breakdown of shapes, entities, and relationships that have been added, modified, or deleted     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes   Both sn\_apm.apm\_user and sn\_apm.apm\_read are required.
View visual canvas highlights \(new shapes and lines in green, modified in yellow\)     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes   Both sn\_apm.apm\_user and sn\_apm.apm\_read are required.
Change the diagram versions and regenerate the comparison summary     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes   Both sn\_apm.apm\_user and sn\_apm.apm\_read are required.
Refresh the summary after changing the primary diagram version     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes   Both sn\_apm.apm\_user and sn\_apm.apm\_read are required.
Copy the generated change summary; provide helpful or not helpful feedback     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes   Both sn\_apm.apm\_user and sn\_apm.apm\_read are required.
## Elaborate or shorten content in form fields \(Refine text\) The Refine text skill is available in the Description and Reasoning fields on forms for business applications, business capabilities, business processes, value stream stages, and information objects.
Capability admin now\_assist\_explorer\_admin sn\_apm.apm\_user sn\_apm.apm\_read now\_assist\_explorer\_user Notes
Elaborate or shorten text in the Description field of a business application     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
Elaborate or shorten text in the Description field of a business capability, business process, value stream stage, or information object     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
Generate reasoning content for the Reasoning field \(Planned Disposition section\) of a business application by entering prompts in the text box     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
Elaborate or shorten existing text in the Reasoning field     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
## Generate insights for EA Workspace dashboard widgets The dashboard insights feature uses the AI Data Explorer and Query Generation skills to provide a conversational interface for querying and analyzing EA Workspace dashboard data. Both an EA Workspace role and the now\_assist\_explorer\_user role are required.
Capability admin now\_assist\_explorer\_admin sn\_apm.apm\_user sn\_apm.apm\_read now\_assist\_explorer\_user Notes
Use the Explore with AI icon on any supported dashboard widget to open the AI Data Explorer     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes Requires an EA Workspace role \(sn\_apm.apm\_user or sn\_apm.apm\_read\) AND now\_assist\_explorer\_user. AI Data Explorer and Query Generation skills must be activated and AI Search must be configured.
Ask natural language questions about data from a single dashboard widget     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes Requires EA Workspace role AND now\_assist\_explorer\_user.
Perform trend analysis queries \(for example, how application counts changed over time\)     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes Requires EA Workspace role AND now\_assist\_explorer\_user.
Perform comparative queries \(for example, application counts across different technology types\)     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes Requires EA Workspace role AND now\_assist\_explorer\_user.
Perform specific metric queries \(for example, which application family is most used\)     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes Requires EA Workspace role AND now\_assist\_explorer\_user.
Use Standard analysis or Extended analysis mode     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes Requires EA Workspace role AND now\_assist\_explorer\_user.
Add the widget data to an exploration for ServiceNow Otto® to generate its own insights     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes Requires EA Workspace role AND now\_assist\_explorer\_user.
Define a goal to improve the quality of generated insights; ask follow-up questions based on ServiceNow Otto® suggestions     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes Requires EA Workspace role AND now\_assist\_explorer\_user.
Summarize generated insights; share, duplicate, or delete generated insights     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes Requires EA Workspace role AND now\_assist\_explorer\_user.
## Generate enterprise architecture diagram skill The Generate enterprise architecture diagram skill uses an AI agent to create Enterprise Modeling and Visualization diagrams from an uploaded image. After the diagram is generated, you can review the result in split-screen mode, where shapes with a low confidence are highlighted for review. You can accept or replace individual low-confidence shapes, then publish the diagram or discard it entirely.
Capability admin now\_assist\_explorer\_admin sn\_apm.apm\_user sn\_apm.apm\_read now\_assist\_explorer\_user Notes
Activate and configure the Generate enterprise architecture diagram skill \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes          
Upload an image and invoke the skill to generate an enterprise architecture diagram via the ServiceNow Otto panel     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
Review the AI-generated diagram in split-screen mode, with the uploaded image displayed alongside the generated diagram canvas     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
Identify and replace low-confidence shapes highlighted on the diagram canvas; accept an individual shape replacement to remove the highlight and reduce the low-confidence count     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
Select Accept All to accept all shape replacements and move the diagram to draft state     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
Select Discard to delete the AI-generated diagram, including the artifact, version, attachment, and diagram instance     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes     A confirmation dialog is shown before the diagram is deleted.
## Enterprise Architecture Explorer Query Agent The Enterprise Architecture Explorer query agent is an agentic ServiceNow Otto® skill that answers natural language questions about EA portfolio data. This includes business applications, capabilities, value streams, technology standards, and information objects. The agent is accessed from the ServiceNow Otto panel in Enterprise Architecture Workspace.
Capability admin now\_assist\_explorer\_admin sn\_apm.apm\_user sn\_apm.apm\_read now\_assist\_explorer\_user Notes
Ask natural language questions about EA portfolio data using the ServiceNow Otto panel in Enterprise Architecture Workspace     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
Query EA data across business applications, capabilities, value streams, TRM, information objects, and technical debt; query TCO on non-BA entities \(capabilities, information objects, value streams, application services, and business services\) by rolling up through associated business applications     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
Apply multiple filter conditions and compare trends in a single question     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
Ask follow-up questions within the same session without restating context; select suggested follow-up questions generated by the agent     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
Ask about the impact of an infrastructure configuration item \(CI\), such as a database, database instance, server, or storage device, and about the infrastructure that a business application or application service depends on     \[Omitted image "icon-check-mark-green.png"\] Alt text: Yes      
## Conversational experience \(Virtual Agent\) The conversational experience skills let any authenticated user register business applications or digital integrations through a natural language chat interface in any application that supports Virtual Agent. No EA Workspace role is required.
Capability admin now\_assist\_explorer\_admin sn\_apm.apm\_user sn\_apm.apm\_read now\_assist\_explorer\_user Notes
Register a business application through Virtual Agent by providing details such as name, description, IT owner, business owner, category, and application type           No role required. Any authenticated user can access this skill. A Virtual Agent-enabled application such as the Employee Center must be installed. The conversational experience must be configured by an admin.
Register a digital integration through Virtual Agent by providing details such as subscriber business application, provider digital interface, IT owner, and description           No role required. Any authenticated user can access this skill. A Virtual Agent-enabled application must be installed and configured by an admin.
Use short or elaborate natural language instructions — Virtual Agent maps the provided context to the appropriate catalog item fields automatically           No role required.
Skip non-required fields during the conversational registration flow           No role required.
Review and modify the auto-populated form fields before submission           No role required.
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