Quick Start Guide

Get AI in a Box up and running in your ServiceNow instance in about 5 minutes.

Prerequisites

Before you begin, ensure you have:

  • ServiceNow instance (any supported version)
  • Admin access to install update sets

Installation Steps

  1. Download the update set

    Download the update set from GitHub Releases:

    • AI in a Box - Scoped App - Core functionality and UI components
  2. Import to ServiceNow
    • Navigate to System Update Sets > Retrieved Update Sets
    • Click Import Update Set from XML
    • Upload the update set
  3. Preview and Commit
    • Open the imported update set
    • Click Preview Update Set
    • Once preview completes, click Commit Update Set
  4. Verify installation
    • Navigate to AI in a Box > Command Center
    • You should see the configuration interface

Verify It Works

Demo Server Included: The update sets are preconfigured with our hosted demo server. You can test immediately without any additional configuration.

Need your own server? See Server Deployment Options to learn about production setups, or contact us to discuss your needs.

Two ways to test:

  • Open a record and click Summarize
    • Works on Incidents, Change Requests, and Service Catalog items
    • AI gathers structured data using summarize tools and generates a concise summary
    • See Summarization docs for details
  • Create an inference
    • Go to AI in a Box > Inferences
    • Create a new inference record with text like "Tell me a 5-part tale about ServiceNow", then save, and it will process automatically.
  • Use the Chat widget
    • Open an Incident, Problem, or Change form
    • Click the Chat button in the bottom-right corner
    • Ask questions about the record - AI has full context!
    • See Chat docs for details

What's Next?

Advanced Options

Want to use your own infrastructure instead of the demo server?

These are optional - the update sets work out of the box with the demo server.

Common Issues

No AI Responses

  • Go to the Command Center and check server status
  • Ensure API key is correctly configured
  • Verify network connectivity to LLM provider

UI Actions Don't Appear

  • Check if the Properties are set to enable features
  • Ensure the update set was committed successfully

Need Help?