Spend categorization AI agent

  • Release version: Australia
  • Updated August 14, 2026
  • 1 minute to read

    • This Sourcing and Procurement Operations agent predicts and populates product and spend categories in purchase requisition lines, reducing manual effort and improving data accuracy.

    Workflow

    1. Run category prediction and document extraction based on user provided ID
    2. Identify whether the user wants to update product categories or spend categories.
    3. Extract purchase header record numbers from the user's request, and optionally collect a reason for the update and a suggested category.
    4. Run the validation tool to generate AI-suggested categories and present both AI and user suggestions as selectable options.
    5. Let the user choose a category for each line item or skip individual lines.
    6. Submit the selected categories to update the records.
    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
    Scripts
    Category prediction
    Document extraction
    Spend category validation
    Update record
    Agent roles (ACLs) sn_shop.procurement_specialist, sn_spend_gen_ai.now_assist_fulfiller
    Data access roles sn_shop.procurement_specialist, sn_spend_gen_ai.now_assist_fulfiller
    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

    Not applicable.

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