--- sourceDocument: Australia Enable AI sourceDocumentLink: https://www.servicenow.com/docs/r/australia/intelligent-experiences Release : - australia ft:locale : - en-US ft:publication_title : - Australia Enable AI ft:clusterId : - platai bundleId : - platai workflow : - Platform --- # Recommend invoice owner AI agent # Recommend invoice owner AI agent {#ariaid-title1} Release version: Australia Updated August 14, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Recommend invoice owner AI agent The Recommend invoice owner AI agent is designed to assist Accounts Payable (AP) specialists by intelligently analyzing exception work notes to predict the most likely business owner responsible for an invoice. This agent streamlines the invoice ownership validation and resolution process by suggesting predicted owners or creating follow-up tasks, improving efficiency in invoice processing workflows. Show full answer Show less ## Workflow * The agent executes the "Retrieve recommendation from Exception Record" tool to analyze invoices. * If no invoices are found, the AP specialist is prompted to contact supplier representatives via an exception task. * If processed invoices exist but the match confidence score is below the threshold, the agent advises that no strong recommendation can be made but can suggest the business owner from the last processed invoice. * If a business owner is identified but auto-approval is disabled, the AP specialist is asked to confirm assignment of the identified owner to the invoice. ## Configuration and Access * **Third-party AI agent access:** Disabled by default; can be enabled to allow external AI agents to use this agent. * **AI specialist access:** Disabled by default; enabling this allows AI specialists to configure tools, map inputs, and customize response templates. * **Long-term memory management:** Disabled by default; when enabled, previous user interactions provide context to enhance the AI's recommendations. These configurations are managed via the `snaiaagentconfig` table and system properties. ## Tools and Roles * Key tools include creating exception tasks, retrieving recommendations, updating business owners on invoices, and accessing supplier contacts. * Access to the AI agent is limited to users with the `snapapm.accountspayablespecialist` role, ensuring that only authorized AP specialists interact with the agent. ## Additional Details * No default triggers are configured, but administrators can define triggers as needed. * The AI agent integrates with the ServiceNow Otto panel to enhance user interaction. * This agent does not currently participate in agentic workflows but supports best practices within Accounts Payable Operations. This AI agent intelligently analyzes exception work notes to predict the most likely business owner for an invoice. It collaborates with the Accounts Payable (AP) specialist --- the person responsible for processing the invoice --- by suggesting the predicted business owner or creating follow-up tasks to streamline ownership validation and resolution. ## Workflow {#apo-recommend-invoice-owner-ai-agent__zsmdlwierhjt} 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 that there are processed invoices present, but the match score is less than the threshold value, inform the AP specialist that a recommendation cannot be made, but the agent can 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, then ask the AP specialist whether the mentioned business owner can be assigned to the invoice. {#apo-recommend-invoice-owner-ai-agent__ol_hcp_qwx_njc} {#apo-recommend-invoice-owner-ai-agent__zsmdlwierhjt__entry__2} | 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](https://www.servicenow.com/docs/MUqSU8rHp3ao~q3QEWgHkA "Find more information about user roles, tables, and the different properties that are installed in ServiceNow Otto AI agents."). | | Tools | Script : Create exception task : Get BO of last processed invoice : Get supplier contacts : Retrieve recommendation from Exception Record : Update BO on invoice | | 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](https://www.servicenow.com/docs/NXqRJBQV_Vw00FEzklcAJw "In the guided setup for an AI agent, add triggers to run the AI agent automatically when certain conditions are met."). | | Channels | Enable the AI agent for the ServiceNow Otto panel. | | Used in agentic workflows | Not applicable. | [Table 1. Configuration] For more information on Accounts Payable Operations, see [Accounts Payable Operations](https://www.servicenow.com/docs/access?context=acc-pay-mgmt-landing-page&version=australia&pubname=australia-source-to-pay-operations&ft:locale=en-US).