Software reclamation rule creation AI agent

reference brazil Updated Sep 10, 2026 2 min read sam-software-reclamation-rule-creation-ai-agent.md
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This Software Asset Management agent analyzes software utilization and spend, then creates a reclamation rule based on user-approved criteria.

Workflow

  1. Identify the target product. If no product ID is available in the agent's context, present available products for the user to select.
  2. Fetch reclamation reclamation rule suggestions for the product. If a rule already exists, show the user a link to it and end the conversation.
  3. Analyze utilization and spend data, then present the analysis alongside a draft reclamation rule for user review.
  4. Collect feedback. The user can approve the draft, request changes (including reclamation type, thresholds, and other rule details), or cancel. Iterate until approved or cancelled.
  5. Create the reclamation rule using the approved details.
  6. If other existing reclamation rules lack a VIP exclusion condition, offer to update them. Only update if the user approves.
  7. If software usage data collection is not set up, notify the user with a documentation link.

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

  • Scripts

Create reclamation rule

Get reclamation rule suggestions

Update existing reclamation rules with VIP condition

  • Conversational topics

Get products for reclamation rule creation

Allowed user roles The specific user roles that can access this AI agent.

sam_admin

Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take.

sam_admin

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

Configure an assistant for Virtual Agent or ServiceNow Otto panel using Assistant Designer.

Used in agentic workflows

Create software reclamation rule Agentic workflow

Learn more about Software Asset Management at [Software Asset Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-asset-management/c_SoftwareAssetMgmt.md).

Parent Topic:Software Asset Management AI agents

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