ServiceNow Integration

Overview

The Assembled ServiceNow integration brings operational data from your ServiceNow instance into Assembled so you can monitor performance, build forecasts, and track adherence.

After you connect ServiceNow, Assembled ingests two main categories of data:

1. Agent state data — powers real-time adherence and intraday monitoring.
2. Work item (ticket/task) data — powers staffing analysis, historical reporting, forecasting, scheduling context, and queue configuration.

The integration is read-only. Assembled does not write data back to ServiceNow.

Who can set up the integration: Only Assembled admins can connect and manage the ServiceNow integration from Settings → Integrations.

To connect your instance: Follow the step-by-step instructions in How to Connect ServiceNow.

What data Assembled syncs

Agent state data

Purpose: Real-time adherence, agent state timelines, and intraday views.

When ServiceNow reports an Offline presence state, Assembled maps it to Assembled's internal offline state for consistency across products.

Work items (tickets / tasks)

Purpose: Volume, handle times, queue mapping, forecasting, staffing analysis, and performance reporting.

Assembled maps common ServiceNow fields into tickets, including created/updated timestamps, status, assignee, channel (from contact type where available), assignment group, and related metadata used for Queues and exclusions keyword mapping.

Queue mapping keywords available for ServiceNow include:

• Assignment group
• Category
• Service
• Product

Time worked (when enabled)

For some customers, Assembled also syncs time worked records from a ServiceNow time-tracking table. This data can supplement adherence and handle-time reporting when presence alone is not sufficient.

Time worked sync runs on a frequent schedule (approximately every 30 seconds, with overlapping jobs for consistency). Whether this applies to your account depends on your ServiceNow schema and is configured by Assembled during implementation — not in the standard connection form.

How syncing works

flowchart LR
    SN[ServiceNow instance]
    SN -->|Agent presence history| A[Agent states sync ~15s]
    SN -->|Work items by sys_updated_on| B[Ticket sync ~5 min]
    SN -->|Time worked optional| C[Handle times sync ~30s]
    A --> ASB[Assembled]
    B --> ASB
    C --> ASB

Agent states: Incremental updates from presence history. No backfill.

Work items: Incremental updates using sys_updated_on, with a 30-minute lookback on routine syncs. Historical backfill is available for tickets and time worked (when configured).

Users: Assembled discovers agents from ServiceNow user records (matched by email) based on the group types and group IDs you provide at connection time. Users without an email in ServiceNow may not map correctly to Assembled people.

Authentication and permissions

Authentication method

• OAuth (server-to-server) using a ServiceNow Client ID and Client Secret
• Credentials are stored securely and used by Assembled for all API requests

Permission scope

Your OAuth application should have read-only access, scoped to only the tables required for your integration. Typical tables include:

No write access is required.

Configuration and adaptability

ServiceNow deployments vary widely. The integration is designed to adapt to your instance, but some configuration is done with Assembled rather than entirely self-serve:

Before you go live

We recommend a short schema review with your ServiceNow administrator and Assembled before production setup to:

• Confirm required fields exist on your chosen tables
• Identify any data gaps (especially for presence/adherence)
• Validate that adherence tracking is feasible with your current ServiceNow setup

Most ServiceNow task-style tables share similar core fields, which often reduces customization effort — but instance-specific validation is still important.

Where to use ServiceNow data in Assembled

Limitations and considerations

• No historical agent state backfill. Plan accordingly if you need adherence history before the integration was enabled.
• Real-time adherence depends on presence data. You need active presence tracking in ServiceNow (or a validated alternative, such as reliable time-worked data, where enabled).
• Instance-specific behavior. Custom tables, fields, and workflows may require iteration with Assembled support.
• Table selection is not fully self-serve. After connecting OAuth, tell your Assembled contact which tables and use cases you need so work item sync can be configured.
• Email required for user matching. ServiceNow users without email addresses may not appear as mappable agents in Assembled.
• Read-only integration. Assembled never modifies records in ServiceNow.

Verifying the integration

After connecting, confirm data is flowing:

1. Realtime → Agent analysis — agent states and adherence should update for mapped agents.
2. Queues and exclusions — set the time range to Last hour and confirm expected volume appears in the relevant channel tiles.

If either view shows zero or unexpected results, contact support@assembled.com or your Deployment Strategist.

For connection troubleshooting, see How to Connect ServiceNow.

Getting help

• Setup and connection: How to Connect ServiceNow
• Schema review, table configuration, or adherence feasibility: Contact your Assembled Deployment Strategist or support@assembled.com