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ServiceNow Integration with Rezolve.ai Chatbot NEW

ServiceNow Integration with Rezolve.ai Chatbot

For standard ticketing integration, the following is required: • Service Account with API access enabled for Rezolve.ai • An Agent Account for Rezolve.ai In this document we will guide your ServiceNow Administrator through completing this. SETTING UP A SERVICE ACCOUNT WITH API ACCESS

  1. Log into ServiceNow using your administrative 3. Select Application Registry credentials 2 . In the Search of the main menu type “oauth”

  2. Select New on the Application Registries page

  3. From the “What kind of OAuth application?” 6. In the name field put RezolveChatbot screen, select fist option of Create an OAuth API endpoint for external clients 7 . Click Submit

  4. Using the Application Registry Search, look for Rezolve

  5. Click on RezolveChatBot

  6. Toggle the Client Secret to visible by clicking the padlock

  7. Note down the Client ID and Client Secret. You will need to provide this to the Rezolve team to complete configuration.

  8. Click Update

CREATING AN AGENT ACCOUNT FOR REZOLVE.AI

  1. In the Search of the main menu type “user” 3. On the Users page, click New

  2. Under the Users and Groups menu, click Users

  3. Fill out the User ID, First Name, Last Name and mark account as Active in the form

  4. Generate the password and copy it.

  5. You will need to provide this to the ACS the User ID and generated password.

  6. Click Submit

  7. On the Users page, search for the Rezolve Agent

  8. Click on the Rezolve Agent

  9. Scroll down to the tab menu and select the Roles tab

  10. Click Edit

  11. Under Collection, in the search box type “itil”

  12. Select itil and click the right pointing arrow to add it to the Rezolve agent

  13. Click Save

GIVING REZOLVE BOT ACCESS TO TICKET NOTES (Optional – Only if Requested by ACS if not currently enabled)

  1. Click on your profile icon in the top right-hand corner and select Elevate Roles

  2. On the Elevate Roles pop-up, make sure security_admin is checked and click OK

  3. In the Search of the main menu type, “acl” 4. Select Access Control (ACL)

  4. On the Access Control screen, go to the Names field and search for “sys_journal” and select Journal Entry [sys_journal_field]

11501 D ublin Blvd STE 200, Dublin, CA 94568 info@rezolve.ai | www.rezolve.ai 7. Scroll down and expand Required Roles section 8. Double click in the Insert New Role box type “itil” 9. Select itil from the dropdown 10. Click Check icon . 11. Click Submit

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