--- 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 --- # Software reclamation rule creation AI agent # Software reclamation rule creation 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 Software reclamation rule creation AI agent The Software reclamation rule creation AI agent in ServiceNow's Software Asset Management (SAM) automates the process of analyzing software utilization and spend to generate reclamation rules. These rules help optimize software license usage by reclaiming unused or underused software based on user-approved criteria. Show full answer Show less This agent guides users through identifying target software products, reviewing suggested reclamation rules, and iteratively refining rule details until approval. It also checks and updates existing reclamation rules to include VIP exclusion conditions if necessary. ## Key Features * **Product Identification:** Automatically suggests products for reclamation rule creation if the product ID is not predefined. * **Reclamation Rule Suggestions:** Provides draft rules based on analysis of software utilization and spend data. * **User Interaction:** Supports iterative feedback allowing users to approve, modify, or cancel draft reclamation rules. * **Rule Creation and Updates:** Creates new reclamation rules upon approval and offers to update existing rules to add VIP exclusion conditions. * **Usage Data Dependency:** Notifies users if software usage data collection is not configured, ensuring prerequisite data is available. * **Configurable Access Controls:** Supports enabling third-party or AI specialist access to the agent, controlled via configuration settings. * **Long-term Memory Option:** Can be enabled to retain previous user interactions as context for improved conversational experience. * **Integration with ServiceNow Tools:** Utilizes scripts for rule creation, suggestions, and updates; integrates with Virtual Agent or Otto panel via Assistant Designer. * **Role-Based Access:** Access is limited to users with the `samadmin` role for both user interaction and data permissions. ## Practical Benefits for ServiceNow Customers * **Streamlines Software License Optimization:** Automates detection and reclamation of unused software licenses, reducing unnecessary software spend. * **Improves Governance:** Ensures reclamation rules adhere to approved criteria and include necessary exclusions like VIP users. * **Increases Efficiency:** Minimizes manual efforts by providing AI-driven recommendations and interactive refinement workflows. * **Ensures Data-Driven Decisions:** Leverages software usage data for accurate analysis, with clear alerts if data is missing. * **Supports Flexibility and Control:** Allows administrators to configure agent access and memory retention based on organizational needs. ## Getting Started To use this AI agent, ensure you have the `samadmin` role and that software usage data collection is configured. Administrators can enable access settings and optionally add triggers for automated workflows. Integration with conversational channels like Virtual Agent or Otto panel is supported through Assistant Designer configuration. This Software Asset Management agent analyzes software utilization and spend, then creates a reclamation rule based on user-approved criteria. ## Workflow {#sam-software-reclamation-rule-creation-ai-agent__zsmdlwierhjt} 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. {#sam-software-reclamation-rule-creation-ai-agent__ol_y41_xy2_1kc} {#sam-software-reclamation-rule-creation-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 | 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](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 | Configure an assistant for Virtual Agent or ServiceNow Otto panel using [Assistant Designer](https://www.servicenow.com/docs/access?context=configure-now-assist-va&version=australia&pubname=australia-conversational-interfaces&ft:locale=en-US). | | Used in agentic workflows | Create software reclamation rule Agentic workflow | [Table 1. Configuration] Learn more about Software Asset Management at [Software Asset Management](https://www.servicenow.com/docs/access?context=c_SoftwareAssetMgmt&version=australia&pubname=australia-it-asset-management&ft:locale=en-US).