Procurement product recommendation AI agent

  • Release version: Australia
  • Updated August 14, 2026
  • 2 minutes to read

    • This Sourcing and Procurement Operations agent can browse the catalog and create orders. The agent matches user requirements against available items, then routes to submission forms based on vendor status and dollar thresholds. Accepts and processes uploaded quote documents or SOW (Statement of Work) files to extract line items and pricing.

    Workflow

    1. Create a purchase request from the quote or statement of work was uploaded by the user.
    2. Run recommendations for all requested products, then present them one product at a time as selectable options. Collect a selection or skip for each product before moving on.
    3. Assemble the selected products with any available details and run the channel decision tool, which determines whether the request routes to purchasing or sourcing. Render an HTML plan for the user.
    4. If the plan flags missing fields, ask the user to provide them, re-run the plan tool, and repeat until nothing is missing.
    5. Present the plan and ask the user to submit or edit. Edits are applied by re-running the plan tool with the updates, then re-presenting the plan.
    6. Ask about attachments, then submit via either the purchasing or sourcing tool based on whether the selected products have product IDs.
    Table 1. Configuration
    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 topics
    Add or update attachment
    Quote or sow attachment
    Script
    Channel decision and plan creation
    Create a document task
    Create purchasing record
    Create sourcing record
    Created record from document
    Document type extractor
    Recommendation
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    Agent roles (ACLs) sn_spend_gen_ai.now_assist_requester
    Data access roles sn_spend_gen_ai.now_assist_requester, sn_shop.shopper
    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

    Help fulfill procurement requests

    Learn more about Sourcing and Procurement Operations at Sourcing and Procurement Operations.