---
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


---

# Spend categorization AI agent

# Spend categorization AI agent {#ariaid-title1}

Release version: Australia  
Updated August 14, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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 {#spo-spend-categorization-agent-ai-agent__zsmdlwierhjt}

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.
{#spo-spend-categorization-agent-ai-agent__ol_x2x_gdy_zjc}  
{#spo-spend-categorization-agent-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 :   Category prediction :   Document extraction :   Spend category validation :   Update record |
| Allowed user roles The specific user roles that can access this AI agent. | sn_shop.procurement_specialist, sn_spend_gen_ai.now_assist_fulfiller |
| Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. | 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](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 | Not applicable. |
[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).