Blueprint AI Version 3.0.0 – Documentation

Welcome to the user guide for installing and configuring Blueprint AI on your ServiceNow instance. Blueprint AI is an advanced artificial intelligence (AI) application designed to enhance and streamline your ServiceNow Software Development Life Cycle (SDLC) processes and workflows, providing powerful insights and automation capabilities.

This guide is intended for ServiceNow administrators and will walk you through the necessary steps to successfully deploy and configure Blueprint AI. By following this guide, you will learn how to set up both production and development instances, configure essential system properties, activate relevant ServiceNow products, and customize various components to fit your organization’s needs.

Whether you are setting up Blueprint AI for the first time or optimizing your existing configuration, this guide will provide you with comprehensive instructions and best practices to ensure a smooth and efficient implementation.

1.1 Overview of Blueprint AI

Blueprint AI is a cutting-edge ServiceNow application designed to help platform owners and administrators streamline their Software Development Lifecycle (SDLC) process and automate many of the steps along the way using artificial intelligence. This powerful tool leverages AI to enhance efficiency, accuracy, and productivity, making it an invaluable asset for managing and optimizing your ServiceNow environment.

The key features of this release are designed to significantly improve your workflow. First, Blueprint AI simplifies the process of gathering and managing business requirements through streamlined data intake mechanisms, such as forms and data imports. It then moves on to automatically generate detailed technical designs, drastically reducing the time and effort required for manual design creation. With its capability for instant solution development, Blueprint AI allows for quicker deployment and iteration, accelerating your development cycle.

Blueprint AI includes several configurable workflow stages associated with the lifecycle of the Blueprint AI record. These stages can be turned on or off as needed, providing the flexibility to adapt to your specific processes and requirements. To further streamline decision-making and development, the application offers platform standards and default settings, known as component overrides, ensuring consistent governance and reducing the potential for errors.

Supporting both production and development instances, Blueprint AI allows organizations to test and refine their configurations in a controlled environment before deploying them to live systems. This dual-instance approach ensures that changes can be thoroughly vetted without disrupting ongoing operations.

Finally, Blueprint AI enhances user interaction through pre-configured chat questions that provide quick responses when interacting directly with the AI. This feature allows users to efficiently communicate with the AI, obtaining the information and support they need without delay.

Overall, Blueprint AI is designed to revolutionize the ServiceNow experience by automating key processes, improving decision-making, and accelerating development, making it an essential tool for modern platform management.

1.2. Installation Prerequisites

1.2.1 Approval for Store Trial or Purchase

Before you can install Blueprint AI, ensure that either a store trial or a purchase has been approved by Blueprint Solutions. This approval is necessary for the application to be available for installation. For purchases, Blueprint Solutions will collaborate with ServiceNow to set up the entitlement.

1.2.2 Acceptance of Store Terms and Conditions

After receiving approval from Blueprint Solutions, you need to agree to the ServiceNow Store terms and conditions. To do this, log into the ServiceNow Store and accept the terms and conditions.

2. Deploying Blueprint AI

Blueprint AI should be installed in your Production instance to ensure that requirement gathering, workflow initiation, and user collaboration occur in the same environment where the application is actively used. Development and testing activities can still be managed using update sets in lower instances (e.g., Development or Test) as needed.

2.1 Installation Steps

2.1.1 Install Application

For more detailed information about these steps, please refer to the ServiceNow Docs article on installing a Store application, or search for “Install a ServiceNow Store application” on the ServiceNow Docs site.

1.   Follow these steps in the Production instance.
2.   Login as a user with the “admin” role.
3.   Navigate to All > System Applications > All Available Applications > All [Figure 1]

Figure 1

4.   Search for “Blueprint AI”
5.   Select the version you want to install from the dropdown.
Note: The latest version is selected by default.
6.   Click the “Install” button
      Notes:

• The ServiceNow progress bar may appear to be stuck or remain at the same percentage for several minutes. If this happens, please continue to wait.

• You can choose to “Run in Background” if you prefer to perform other tasks while the installation is in progress.

7. Once the install is finished, click the “Close” button
8. To ensure the application has been installed, refresh the browser and search for “Blueprint AI” in the application navigator. [Figure 2]

Figure 2

2.1.2 Configure Users, Roles, and Groups

Blueprint AI includes distinct roles, each serving a specific purpose within the application. Assign roles based on the user’s function: administrators should receive full access to manage and configure the application, blueprint contributors should be able to create and interact with blueprints, approvers need access to review and approve submissions, and system users require permissions to facilitate instance communication. Assign roles accordingly to ensure the right level of access and functionality for each user.

2.1.2.1 Roles

x_blsog_blueprint.admin – Assign to administrators who need complete control over the application, including configuration, permissions management, and overall oversight.
x_blsog_blueprint.user – Assign to users who will create, manage, and interact with blueprints through the portal, workspace, or native UI. These users can also work on Blueprint AI tasks if they belong to the assigned task groups.
x_blsog_blueprint.approver – Assign to users responsible for reviewing and approving blueprint submissions. These users do not need access to the application interface but must also hold the standard ServiceNow Approver User role to perform approval actions.
x_blsog_blueprint.api_user – This role has been deprecated and is scheduled for removal in a future release.

2.1.2.2 Groups

To ensure proper access to Blueprint AI features, at least one group in your instance must be assigned the x_blsog_blueprint.user role. This role grants users the ability to:

Access the Blueprint AI module, portal, and workspace
Create and manage blueprints
Act on tasks generated by the Blueprint AI process

2.1.3 Configure System Properties

This section guides administrators through configuring essential AI-related system properties, including selecting the AI provider (OpenAI or Azure OpenAI), specifying API endpoints and versions, choosing models for development, chat, and image generation, setting the temperature for OpenAI, and defining supported Flow action types. Helpful links are provided for setting up OpenAI and Azure OpenAI APIs.

1. Login as a user with the “admin” role to the ServiceNow Production instance

2.   Change the application scope to Blueprint AI by:
a. Clicking the Application scope menu item in the ServiceNow banner.
b. Search for “Blueprint AI” and select it. [Figure 3]
    Note: A red circle around the Application scope control indicates that a custom application scope is selected.
3.   Navigate to All > Blueprint AI > Administration > Properties
4.   Fill out the properties [Table of properties / Figure 4]
  Note: For detailed guidance on:

OpenAI API: https://openai.com/api/
Azure OpenAI API: https://azure.microsoft.com/en-us/products/ai-services/openai-service

Table of properties

5. Comma separated list of action types that will be utilized when building a Flow: this property defines the supported action types—listed as a comma-separated string—that Blueprint AI uses when generating Flows. It maps to the sys_hub_action_type_definition table and determines which actions are available for use during Flow builds. It is recommended to leave this setting unchanged, as modifying it may affect the behavior of the Flow functionality generated by Blueprint AI.
6. Click “Save”

Figure 3

Figure 4

2.1.4 Configure Products

The Blueprint Products section displays the ServiceNow products supported by Blueprint AI—all of which are active by default. You can deactivate any products that are not relevant to your organization and assign Process Participants for each product’s Blueprint Workflow. To ensure proper access and functionality, Process Participants should be assigned the appropriate roles via groups. The Blueprint Products also include a detailed list of the ServiceNow tables and configuration components associated with each product, as well as predefined chat questions used to guide AI interaction throughout the Blueprint Workflow lifecycle.

1.   Login as a user with the “x_blsog_blueprint.admin” role to the ServiceNow Production instance
2.   Change the application scope to Blueprint AI by:
  a. Clicking the Application scope menu item in the ServiceNow banner.
  b. Search for “Blueprint AI” and select it.
    Note: A red circle around the Application scope control indicates that a custom application scope is selected.
3.   Navigate to All > Blueprint AI > Administration > Products
      Note: A list of active Blueprint Products will be displayed. [Figure 5]
4.   Deactivate products as needed.
5.   Click on ‘Generate Product Related Tables’ in the Related Links section of the Products list view. [Figure 5]

Note: If you install any supported applications (such as CSM or HR) after installing Blueprint AI, revisit the Products list view and click the ‘Generate Product Related Tables’ Related Link to refresh Blueprint AI’s table configuration to include the new application tables.

6. Update process participants with groups and/or users accordingly. [Figure 6]

Notes:

Any optional field left empty will automatically approve the corresponding workflow step.
Any users or groups added as process participants must be assigned the appropriate roles based on their function within the Blueprint AI process:
- For tasks: Users or groups assigned to fields that generate tasks must have the x_blsog_blueprint.user role to ensure they can access and act on the task records.
- For approvals: Users or groups assigned to fields that generate approvals must have both the x_blsog_blueprint.approver role and the out-of-box approver_user role. This ensures they can properly review and approve Blueprint submissions.

Figure 5

Figure 6

Blueprint AI Groups and Users configuration

2.1.5 Configure ServiceNow Instance Records

Blueprint AI is designed to be self-contained within a single instance and uses the context of the instance it is installed on to develop update sets. However, if development needs to occur using the context of another instance—such as Development, Test, or Sandbox—instance records can be used to facilitate communication between Blueprint AI in Production and those external instances. This feature is especially useful for partners who need to manage and coordinate development across multiple client environments from a central Blueprint AI instance.

2.1.5.1 Mandatory Instance Record

1. Login as a user with the “x_blsog_blueprint.admin” role to the ServiceNow Production instance
2. Navigate to All > Blueprint AI > Administration > ServiceNow Instances

3. Click “New”

4. Fill out the form as follows:

a. Name: [Instance Name]

Note: The instance name identifies the specific ServiceNow instance and must match exactly—including case sensitivity—the instance name in the URL. It is typically a unique identifier or custom domain name associated with your organization’s ServiceNow environment. For example, in the URL https://instance_name.service-now.com, the instance name is instance_name.
b. Type: Choose instance type (Production, Test, Development, Sandbox)

c. Active True

2.1.5.2 Optional Instance Record(s)

1.  Login as a user with the “admin” and “x_blsog_blueprint.admin” roles to the ServiceNow Production instance
2.  Navigate to Organization > Users
3.  Click “New” and create a new user with the following fields:
        a.  User ID: blueprint
        b. First name: Blueprint
        c.  Last name: AI
        d.  Active: true
        e.  Web service access only: true
        f.  Internal Integration User: true
        g.  Roles: admin and snc_read_only
4.  Click “Submit”
5.  Click “Set Password”
6.  Click “Generate”
7.  Click “Save Password”
8.  Once the user has been created, navigate to All > Blueprint AI > Administration > ServiceNow Instances
9.  Click “New”
10.  Fill out the form as follows:
        a.  Name: [Instance Name]
             Note: The instance name identifies the specific ServiceNow instance and must match exactly—including case sensitivity—the instance name in the URL. It is typically a unique identifier or custom domain name associated with your organization’s ServiceNow environment. For example, in the URL https://instance_name.service-now.com, the instance name is instance_name.
         b. Type: Choose instance type (Production, Test, Development, Sandbox)
         c.  Active True
         d.  Username: Enter the username of the user previously created.
         e.  Password: Enter the password for the above user.
11.  Click on ‘Validate Connection’. [Figure 7]
12.  Go back to the “ServiceNow Instances” list view. [Figure 8]

Figure 7

Blueprint AI optional instance configuration

Figure 8

2.1.6 Generate Reference Data Table Access

Blueprint AI uses the context of the ServiceNow instance it is installed on to determine which data tables are available and relevant for automation. To ensure accurate and secure access, Blueprint AI requires a baseline understanding of the system tables that control data visibility. The Generate Reference Data Table Access action builds this baseline by identifying and registering core tables related to products configured in your environment. This step is critical to enable Blueprint AI to operate effectively, especially in environments with additional ServiceNow applications like HR or CSM that introduce their own data models.

1.  Login as a user with the “x_blsog_blueprint.admin” role to the ServiceNow Production instance
2.  Navigate to All > Blueprint AI > Administration > Reference Data Table Access
3.  Click on ‘Generate Reference Data Table Access’ in the Related Links section in the list view. [Figure 9]
4.  Wait for the process to complete.
     Note: This process may take approximately 5–10 minutes depending on how many products you have configured. If you install any supported applications such as HR or CSM after setting up Blueprint AI, be sure to re-run this step to ensure proper configuration with the newly added products.
5.  Once completed, proceed with the rest of the configuration.

Figure 9

Blueprint AI Reference Data Table Access

2.1.7 Enable ACLs for the Group Approvals Table

Blueprint users require read access to the Group Approvals [sysapproval_group] table to process approval records. By default, this access is restricted and must be manually enabled within the Blueprint AI application scope. Activating the appropriate ACLs ensures Blueprint AI users can both query and see approval data securely and effectively in the user interface.

1.  Login as a user with the “admin” role to the ServiceNow Production instance
2.  From your user profile menu, elevate your role to security_admin.
3.  Change the application scope to Blueprint AI by:
    a. Clicking the Application scope menu item in the ServiceNow banner.
    b. Search for “Blueprint AI” and select it. [Figure 3]
        Note: A red circle around the Application scope control indicates that a custom application scope is selected.
4.  Navigate to System Security > Access Control (ACL).
5.  Filter the list by Name is “sysapproval_group” and Application is “Blueprint AI”. [Figure 10]
6.  Open each listed ACL, check Active, and save your changes.

Figure 10

Blueprint AI Access Control Configuration

2.1.8 Retrieve Latest Prompts

This action fetches the most up-to-date AI prompts maintained by Blueprint Solutions. These prompts are used to guide Blueprint AI’s interactions, ensuring optimal performance and alignment with the latest improvements. Running this action ensures your instance is using the most current version of the prompts designed for requirement gathering, solution design, and other automation activities.

1. Login as a user with the “x_blsog_blueprint.admin” role to the ServiceNow Production instance
2. Navigate to All > Blueprint AI > Administration > Feedback
3. Click on ‘Retrieve Latest Prompts’ in the Related Links section of the Feedback list view. [Figure 11]
Note: It’s recommended to retrieve the latest prompts after each upgrade or patch to ensure continued accuracy and alignment with the latest Blueprint AI features.

Figure 11

Blueprint AI Retrieve Latest Prompts configuration

3. Additional Configuration

3.1 Blueprint Approvals in Other Portals

If users access approvals through other ServiceNow portals—such as the Service Portal or Employee Service Center (ESC)—they may encounter Blueprint AI approval records that they are not authorized to view or act upon. This can lead to confusion or an inability to complete the approval process as intended.

To ensure that Blueprint AI approval records are only reviewed and actioned within the Blueprint AI Portal, ServiceNow administrators should implement a filter on the sysapproval_approver records displayed in other portals. This filter should exclude Blueprint-related approvals by leveraging conditions based on record type, table, or other identifying attributes unique to Blueprint AI.

By isolating Blueprint approvals to the designated portal, you maintain a clear separation of responsibilities, reduce approval errors, and provide a streamlined experience for both approvers and requesters.

3.2 Enable Test Management 2.0 Integration

Blueprint AI includes optional support for Test Management 2.0, allowing users to automatically generate test cases alongside requirements, technical designs, and solutions. This integration enables platform teams to accelerate quality assurance efforts by embedding test coverage into the development lifecycle.

Notes:

This step is only necessary if your organization is using or desires to use Test Management 2.0 within your ServiceNow instance.
Test Management 2.0 may require an additional license depending on your ServiceNow subscription. Please consult your ServiceNow account representative or review your current entitlements to confirm access before installing or enabling this application.

3.2.1 Install Test Management 2.0

1.  Login as a user with the “admin” role to the ServiceNow Production instance
2.  Navigate to System Applications > All Available Applications > All [Figure 1]
3.  Search for “Test Management 2.0”
4.  Click the “Install” button
    Notes:

The ServiceNow progress bar may appear to be stuck or remain at the same percentage for several minutes. If this happens, please continue to wait.
You can choose to “Run in Background” if you prefer to perform other tasks while the installation is in progress.

5. Once the install is finished, click the “Close” button
6. To ensure the application has been installed, refresh the browser and search for “Test Management 2.0” in the application navigator. [Figure 12]

Figure 12

3.2.2 Activate System Property

1.  Login as a user with the “admin” role to the ServiceNow Production instance
2.  Change the application scope to Blueprint AI by:
    a.  Clicking the Application scope menu item in the ServiceNow banner.
    b.  Search for “Blueprint AI” and select it. [Figure 3]
         Note: A red circle around the Application scope control indicates that a custom application scope is selected.
3.  Navigate to All > Blueprint AI > Administration > Properties
4.  Find the property named ‘Automatically generate test cases in Test Management 2.0’ [x_blsog_blueprint.enable_test_management_2] and set it to true. [Figure 13]

Figure 13

Blueprint AI Activate System Property configuration

4. Appendices

Glossary of Terms

Overview

Blueprint AI 3.0.0 expands AI-assisted requirements, development, documentation, and testing across supported ServiceNow use cases.

Support for OpenAI Deep Thinking Mode

Improved reasoning, accuracy, and consistency through advanced AI capabilities that elevate the quality of generated outputs.

Support for OpenAI GPT-5 Model

Adds GPT-5 support for faster, more intelligent automation across all Blueprint AI functions.

Blueprint AI Chat Enhancements

Users can now modify existing requirements directly within the chat interface, with no need to resubmit the entire Blueprint, streamlining collaboration and reducing rework.

Integrated Test Management 2.0 Support

Automatically build and manage test cases to accelerate validation and improve release quality.

Retrieve Latest Prompts Without Upgrade

Access the newest AI prompt updates instantly with no upgrade required, ensuring continuous improvement and agility.

Support for Record Producers

Generate and update Record Producers directly from requirements, just like Catalog Items, expanding automation coverage.

Support for UI Actions and Notifications

Automatically create and manage UI Actions and Notifications aligned to requirement-driven logic.

Dictionary Enhancements

Create and update Dictionary Choices, Labels, Default Values, Hints, and Overrides for more complete and user-friendly configurations.

Support for Variable Sets

Add existing Variable Sets to Catalog Items and Record Producers to ensure consistency and reuse across your catalog.

Group Creation Automation

Automatically create user groups when new groups are required to support defined requirements.

Default Table for Field Creation

When no table is specified, Blueprint AI automatically sets a default table for new field creation, simplifying configuration.

Enhanced Tech Doc Generator

Automatically document new object types and ensure all variable details are included in technical designs for improved traceability.

Improved Platform Standards Compliance

Strengthened adherence to ServiceNow best practices for consistent, scalable, and compliant builds.

Multi-Instance Import Enhancements

Easily import stories, tasks, and other requirements from multiple ServiceNow instances, simplifying enterprise integrations.

Customer Service Management (CSM) Support

Automate documentation, design, build, and test case generation for CSM-specific use cases.

HR Case Management (HR) Support

Extend automation to HR use cases, including documentation, technical design, build, and test case creation.

Small Bug Fixes

Various minor improvements to enhance stability, performance, and overall user experience.