Procurement inquiry analysis AI agent

reference brazil Updated Sep 10, 2026 2 min read spo-procurement-inquiry-analysis-ai-agent.md
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This Sourcing and Procurement Operations agent is an educational assistant for procurement and sourcing terminology questions. The agent scans policy manuals and help articles to deliver plain-language explanations of purchase orders, requisitions, sourcing requests, and procurement cases. It can connect users to a live agent if knowledge articles don't have sufficient information.

Workflow

  1. When the user asks about policies, requisitions, sourcing processes, or supplier eligibility, search for relevant knowledge articles and present the information with a link to the source article.
  2. If no knowledge article answers the question, try connecting to a live agent. If no live agent is available, redirect to the Employee Center as a last resort.
  3. Ask if the user has additional questions and continue or exit accordingly.

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

  • Conversational topic

Connect to Live Agent

  • Script

Redirect to Employee Center

  • Search Retrieval

Get relevant knowledge articles

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

sn_spend_gen_ai.now_assist_requester

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

sn_spend_gen_ai.now_assist_requester, sn_shop.shopper, sn_spend_psd.requestor

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

Conversational intake for sourcing and procurement

Learn more about Sourcing and Procurement Operations at [Sourcing and Procurement Operations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/source-to-pay-operations/psm-overview.md).

Parent Topic:Sourcing and Procurement Operations AI agents

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