Recommend invoice owner AI agent
This AI agent analyzes exception work notes to predict the most likely business owner for an invoice. It works with the Accounts Payable (AP) specialist by suggesting the predicted owner or creating follow-up tasks to validate and resolve ownership.
Workflow
The agent helps users complete tasks related to recommend invoice owner.
- Execute the "Retrieve recommendation from Exception Record" tool.
- If there are no invoices present, ask the AP specialist if they want to reach out to a supplier contact with an exception task.
- If the recommendation mentions processed invoices present but the match score is below the threshold, inform the AP specialist that a recommendation can't be made. Suggest the business owner from the last processed invoice.
- If the recommendation mentions that the business owner was identified but auto-approval is disabled, ask the AP specialist whether that business owner can be assigned to the invoice.
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Field |
Description |
|---|---|
|
Allow third party to access this AI agent |
When enabled, third-party AI agents can use this agent. This value is off (false) by default. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the External discoverable field. |
|
Allow AI specialists to access this AI agent |
When enabled, AI specialists can use this agent. This value is off (false) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the Specialist enabled field. |
|
Manage long-term memory |
When enabled, all previous user interactions are used as context for the LLM. This value is off (false) by default. This setting is defined by the sn_aia.ltm.enable_long_term_memory system property. For more information, see ServiceNow Otto AI agents reference. |
|
Tools |
Create exception task Get BO of last processed invoice Get supplier contacts Retrieve recommendation from Exception Record Update BO on invoice |
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Allowed user roles The specific user roles that can access this AI agent. |
sn_ap_apm.accounts_payable_specialist |
|
Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. |
sn_ap_apm.accounts_payable_specialist |
|
Triggers |
Optional. None defined by default. An admin can specify triggers if desired. For more information, see Add a trigger to an AI agent. |
|
Channels |
Enable the AI agent for the ServiceNow Otto panel. |
|
Used in agentic workflows |
Not applicable. |
Parent Topic:Accounts Payable Operations AI agents
--- title: Recommend invoice owner AI agent description: This AI agent analyzes exception work notes to predict the most likely business owner for an invoice. It works with the Accounts Payable \(AP\) specialist by suggesting the predicted owner or creating follow-up tasks to validate and resolve ownership. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/intelligent-experiences/apo-recommend-invoice-owner-ai-agent.html release: australia topic_type: reference last_updated: "2026-09-10" reading_time_minutes: 2 breadcrumb: [Accounts Payable Operations AI agents, Accounts Payable Operations \(APO\), AI agents library, AI agents and agentic workflows, Enable AI Experiences] --- # Recommend invoice owner AI agent This AI agent analyzes exception work notes to predict the most likely business owner for an invoice. It works with the Accounts Payable \(AP\) specialist by suggesting the predicted owner or creating follow-up tasks to validate and resolve ownership. ## Workflow The agent helps users complete tasks related to recommend invoice owner. 1. Execute the "Retrieve recommendation from Exception Record" tool. 2. If there are no invoices present, ask the AP specialist if they want to reach out to a supplier contact with an exception task. 3. If the recommendation mentions processed invoices present but the match score is below the threshold, inform the AP specialist that a recommendation can't be made. Suggest the business owner from the last processed invoice. 4. If the recommendation mentions that the business owner was identified but auto-approval is disabled, ask the AP specialist whether that business owner can be assigned to the invoice. <table><thead><tr><th> Field </th><th> Description </th></tr></thead><tbody><tr><td> Allow third party to access this AI agent </td><td> When enabled, third-party AI agents can use this agent. This value is off \(false\) by default. This setting is defined in the AI Agent configs \[sn\_aia\_agent\_config\] table on the External discoverable field. </td></tr><tr><td> Allow AI specialists to access this AI agent </td><td> When enabled, AI specialists can use this agent. This value is off \(false\) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs \[sn\_aia\_agent\_config\] table on the Specialist enabled field. </td></tr><tr><td> Manage long-term memory </td><td> When enabled, all previous user interactions are used as context for the LLM. This value is off \(false\) by default. This setting is defined by the **sn\_aia.ltm.enable\_long\_term\_memory** system property. For more information, see [ServiceNow Otto AI agents reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/intelligent-experiences/na-aia-reference.md). </td></tr><tr><td> Tools </td><td> - **Script** Create exception task Get BO of last processed invoice Get supplier contacts Retrieve recommendation from Exception Record Update BO on invoice </td></tr><tr><td> Allowed user roles The specific user roles that can access this AI agent. </td><td> sn\_ap\_apm.accounts\_payable\_specialist </td></tr><tr><td> Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. </td><td> sn\_ap\_apm.accounts\_payable\_specialist </td></tr><tr><td> Triggers </td><td> Optional. None defined by default. An admin can specify triggers if desired. For more information, see [Add a trigger to an AI agent](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/intelligent-experiences/add-trigger-aia.md). </td></tr><tr><td> Channels </td><td> Enable the AI agent for the ServiceNow Otto panel. </td></tr><tr><td> Used in agentic workflows </td><td> Not applicable. </td></tr></tbody> </table>For more information on Accounts Payable Operations, see [Accounts Payable Operations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/source-to-pay-operations/acc-pay-mgmt-landing-page.md). **Parent Topic:**[Accounts Payable Operations AI agents](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/intelligent-experiences/accounts-payable-operations-ai-agents-overview.md)
| title | Recommend invoice owner AI agent |
| description | This AI agent analyzes exception work notes to predict the most likely business owner for an invoice. It works with the Accounts Payable \(AP\) specialist by suggesting the predicted owner or creating follow-up tasks to validate and resolve ownership. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/intelligent-experiences/apo-recommend-invoice-owner-ai-agent.html |
| release | australia |
| topic_type | reference |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Accounts Payable Operations AI agentsAccounts Payable Operations \(APO\)AI agents libraryAI agents and agentic workflowsEnable AI Experiences |