---
title: Configure AI-assisted invoice dispute intake on the Business Portal
description: Activate and associate the invoice dispute intake assistant AI agent on the Business Portal so that your customers can submit invoice cases autonomously using ServiceNow Otto Virtual Agent.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/enable-manage-invoice-operations-ai-agent.html
release: australia
topic_type: task
last_updated: "2026-08-04"
reading_time_minutes: 1
keywords: [ServiceNow Otto, AI Agents, generative AI, agentic AI]
breadcrumb: [Configuring the Manage Invoice Operations application, Business Portal, Configure, Sales Customer Relationship Management]
---

# Configure AI-assisted invoice dispute intake on the Business Portal

Activate and associate the invoice dispute intake assistant AI agent on the Business Portal so that your customers can submit invoice cases autonomously using ServiceNow Otto Virtual Agent.

## Before you begin

AI agents use [role masking](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/intelligent-experiences/implement-aias-security-new.md) to determine which users can access them. Ones installed with your applications have specific roles that come included with the application. If you select **Users with specific roles** for user access, you must configure the security controls to include these roles. For the instructions to change the security controls, see [Define security controls for an AI agent](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/intelligent-experiences/define-sec-controls-aia.md).

Activate and enable a chat assistant such as ServiceNow Otto in Virtual Agent to use in the Business Portal. For more information, see [Configuring assistants overview](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/conversational-interfaces/configure-now-assist-va.md).

Role required: sn\_aia.admin

## Procedure

1.  Navigate to **All** > **AI Agent Studio** > **Create and manage**.

2.  On the Manage agentic workflows and AI agents page, select the **AI agents** tab.

3.  Select the **Invoice Dispute Intake Assistant** agent to start configuring it.

4.  On the Define the specialty page, select **Continue**.

5.  From the navigation pane, select **Select channels and status**.

6.  On the Select channels and status page, set the **Engage via Virtual Agent assistants** option to **Allow**.

7.  To specify where this AI agent is discoverable, select Virtual Agent from the **Choose chat assistants** field.

    For this use case, select **ServiceNow Otto for Virtual Agent \(default\)**.

8.  Select **Save and test**.

9.  Promote the agent to add it to the list of promoted topics.

    1.  Navigate to **All** > **Conversational Interfaces** > **Virtual Agent** > **Designer**.

    2.  On the Assistant Designer, select the **AI agent** tab.

    3.  Locate the Invoice Dispute Intake Assistant AI agent and select **Promoted** from the More actions icon \[Omitted image "ellipsis-vertical-outline-24.svg"\] Alt text:.


## Result

The chat assistant is activated in the Business Portal.

**Parent Topic:**[Configuring the Manage Invoice Operations application](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configuring-manage-invoice-operations.md)

**Related topics**  


[AI Agent Studio overview](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/intelligent-experiences/ai-agent-studio.md)

[Promote or demote LLM conversational subflows, actions, and topics in Assistant Designer](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/conversational-interfaces/promote-demote-va-topics.md)

[Assistant Designer Asset library](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/conversational-interfaces/vad-topics-page.md)