Technical teams — technicians, service engineers, field ops managers — and their end customers
Office & knowledge workers
General users & developers
IT service desks & enterprise ops
Delivered solution for technical knowledge and operational processes across existing business systems
Customer-facingInternalCross-system
Broad assistant embedded in Microsoft 365, with extensions available through Microsoft tools
Microsoft 365Employee productivity
Broad assistant and API platform; customer-facing or specialised applications require configuration or development
Flexible platform
Enterprise service-management platform with workflows, knowledge, customer service, and AI capabilities
Enterprise platformService management
Technical documentation
PDFs, manuals, SOPs, images, spreadsheets, videos
Configured for large collections of manuals, drawings, procedures, videos, and service records, with sources shown beside answers
Document scopeSource-cited
Uses Microsoft 365 content the user may access and can include citations to information used for an answer
Microsoft GraphCitations supported
Supports uploaded files, connected sources, projects, and custom configurations; scope depends on the chosen product and setup
Broad use casesSetup dependent
Supports enterprise knowledge and conversational search, with its strongest fit in service-management processes
Service knowledge
Technical doc specialization
Implementation includes organising OEM manuals, drawings, service procedures, revisions, and machine-specific information
Works with Microsoft 365 and connected organisational data; specialised technical structure must be configured
Configuration needed
Projects, connected sources, custom GPTs, and APIs can support specialised work when the organisation configures them
Flexible setup
Now Assist supports knowledge search and case work; industrial document structure depends on the implementation
Service-focused
Knowledge capture & update
Interviews, service reports, live documentation
Interview staff, generate service reports, and keep documentation up to date with live conversations — via voice or chat
Voice captureChat captureAuto-update KB
Can draft and summarise in Microsoft 365; the capture process must be configured
Can draft and structure supplied information; the capture process must be configured
Supports case summaries, resolution notes, and conversational knowledge search in service workflows
AI voice agent
Dedicated phone line backed by AI
Dedicated phone number backed by an AI agent — technicians call to troubleshoot issues, file reports, and query the knowledge base hands-free
Phone numberTroubleshootingReportingKB queries
Voice is available in Microsoft experiences; a dedicated technical service line requires additional setup
Voice mode is available for general conversations; industrial reporting requires a configured application or workflow
Customer-service voice features can assist live agents; the fit depends on the ServiceNow products and configuration used
Connected workflows
ERP, CRM, accounting — automated actions
Connects directly to Microsoft Dynamics, Zoho, e-conomic and more — auto-create invoices after a job, draft customer responses, trigger follow-up actions
DynamicsZohoe-conomicAuto-invoicing
Strong fit for work in Microsoft 365; industrial processes require connectors, agents, or additional configuration
Microsoft 365 focus
Can support specific workflows through GPTs, agents, and APIs; the organisation owns or commissions the implementation
Implementation needed
Mature service-management workflow platform with customer-service and field-service options
Service managementProduct-dependent
SAP · Microsoft 365 · Dynamics · Zoho · e-conomic · CMMS platforms · custom ERP/DMS — built to connect, not replace
Deep Microsoft 365 and Azure integration, with options for external data through connectors and extensions
Microsoft ecosystem
APIs and connected applications support broad integration; specialised ERP work depends on the chosen implementation
IntegrationHub and product connectors support enterprise systems; availability and pricing depend on the ServiceNow package
Package-dependent
RFP / RFQ automation
Drafting and answering tenders
Reads RFP and RFQ documents, drafts sourced answers, and returns the response for bid-manager review
Doc-groundedAuto-draft
Can draft in Word and use Microsoft 365 content; a tender-specific review process must be configured
Configuration needed
Can analyse files and draft responses; a structured tender workflow and source controls require configuration
Configuration needed
Can coordinate approvals and case work; a bid-response application would require configuration
Customer portal
Branded self-serve AI for end customers
Deploy a branded customer-facing AI portal scoped to curated documents — customers get self-serve support without accessing internal knowledge
White-labelScoped accessBranded subdomain
Primarily an employee experience; customer-facing delivery requires another Microsoft application or custom solution
Possible through APIs and applications; branding, document scope, identity, and access controls must be implemented
Customer Service Management provides customer portals and knowledge features; technical product scope depends on configuration
Customer describes a maintenance need → Opero surfaces the correct parts list → customer generates a formal order directly to the manufacturer
Can assist with information and Microsoft workflows; catalogue matching and ordering require connected systems
Can assist through a configured application; catalogue matching, permissions, and ordering must be built
Can coordinate service and fulfilment workflows; parts catalogue and ordering depend on connected systems
Time-to-first-value
From contract to live in production
A defined first process is typically prepared for production within six weeks, including guided setup and testing
< 6 weeks
Microsoft 365 productivity can begin quickly; specialised processes depend on data readiness and implementation scope
Scope dependent
General use can begin quickly; a controlled industrial application depends on configuration, integration, and testing
Scope dependent
Timing depends on the existing ServiceNow environment, selected products, integrations, and rollout scope
Scope dependent
Data used to train public models
Customer data is not used to train models; provider and processing terms are documented for the deployment
Microsoft states that Microsoft 365 Copilot interaction data is not used to train foundation models
Business protection
OpenAI states that Business, Enterprise, Edu, Healthcare, and API data is not used for training by default
Plan-specific controls
Enterprise policy — no training on customer data; Now Assist uses partner LLMs
Access and isolation approach
Separate customer environments, permission checks before model use, EU hosting by default, and private deployment options
Uses Microsoft 365 identity, permissions, sensitivity labels, encryption, and compliance controls
Microsoft controls
Business products provide encryption and workspace controls; retention and residency options vary by product
Product-dependent
Enterprise permissions, audit, and data-residency options depend on the ServiceNow products and region selected
Product-dependent
Data residency & deployment
EU-hosted by default, with private and on-premises options available by agreement
EUOn-premise optionContract-defined
EU Data Boundary and regional options are available for eligible Microsoft products and customers
Regional storage and processing options are available for eligible business and API customers
Regional hosting options depend on the ServiceNow product, customer location, and contract