--- 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 --- # Procurement product recommendation AI agent # Procurement product recommendation 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 Procurement product recommendation AI agent The Procurement product recommendation AI agent in the Australia release (updated August 14, 2026) streamlines sourcing and procurement processes by browsing catalogs, matching user requirements with available items, and facilitating order creation. It intelligently routes requests based on vendor status and spending thresholds, and processes uploaded quote or Statement of Work (SOW) documents to extract line items and pricing for purchase requests. Show full answer Show less ## Key Features * **Automated Product Recommendations:** Runs recommendations for requested products and presents them one-by-one for user selection or skipping, enabling precise procurement choices. * **Dynamic Routing:** Uses a channel decision tool to route requests to purchasing or sourcing workflows depending on product details and IDs. * **Interactive Planning:** Creates and displays an HTML plan, prompting users to fill in any missing information and allowing iterative edits until the plan is complete and accurate. * **Document Processing:** Accepts quote and SOW attachments, extracting detailed line items and pricing to create purchase requests efficiently. * **Configurable Access Controls:** Settings allow enabling third-party or AI specialist access, managing long-term memory for context retention, and specifying user roles for AI agent access and data permissions. * **Integration with ServiceNow Tools:** Supports conversational topics, attachment handling, channel decision making, document task creation, and record creation for purchasing and sourcing. * **Flexible Deployment:** Can be configured for Virtual Agent or ServiceNow Otto panel using Assistant Designer, and incorporated into agentic workflows to automate procurement tasks. ## Practical Use for ServiceNow Customers This AI agent enables ServiceNow customers to automate and enhance procurement workflows by: * Reducing manual effort in product selection and purchase request creation. * Improving accuracy through extracted data from uploaded documents. * Ensuring compliance with vendor and spend policies through intelligent routing. * Allowing iterative user interaction to finalize plans before submission. * Providing role-based access and configurability to fit organizational needs. By leveraging this agent, customers can expect faster, more consistent procurement operations with integrated AI-driven assistance embedded directly within their ServiceNow environment. 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 {#spo-procurement-product-recommendation-ai-agent__zsmdlwierhjt} 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. {#spo-procurement-product-recommendation-ai-agent__ol_ggm_fgy_zjc} {#spo-procurement-product-recommendation-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 | 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 : Show more results | | 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 | | 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 | Help fulfill procurement requests | [Table 1. Configuration] Learn more about Sourcing and Procurement Operations at [Sourcing and Procurement Operations](https://www.servicenow.com/docs/access?context=psm-overview&version=australia&pubname=australia-source-to-pay-operations&ft:locale=en-US).