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Release: Australia · Updated: 2026-06-01 · Official documentation · View source

Configure Email OTP

Configure the Email one-time password (OTP) to enable OTP-based authentication for users in your instance.

Before you begin

Role required: auth_factors_admin

Install Now Assist for Platform sn_genai_platform for activating AI voice agents before Email OTP can be configured.

Procedure

  1. Navigate to All > Authentication Factors > Email OTP Factor > Email OTP Service Configuration.

  2. Select New.

  3. Specify the following fields on the form:

    FieldDescription
    Service Profile TableSelect the table associated with the AI voice agent service profile. For example, sys_now_assist_d... (Now Assist Deployment).
    Service ProfileSelect the specific AI voice agent service profile to associate with the Email OTP configuration. For example, Now Assist Deployment: Auth Factors Voice.
    TableSelect the table that contains the user records. Defaults to User [sys_user].
    ActiveSelect to enable the Email OTP configuration. Enabled by default.
    Email ColumnSelect the column from the user table that contains the email address used to send the OTP. Defaults to Email.
    User ColumnSelect the column used to identify the user record. Defaults to Sys ID.
Image omitted: kba-email-otp-service-config.png
Email OTP Service Configuration form
  1. Select Submit.

Result

The Email OTP configuration is saved. During an AI voice agent session, a one-time passcode is sent to the user's registered email address for authentication.

Related topics

Email One-time passwords (OTP) authentication

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