Procurement request tracking AI agent

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

    • This Sourcing and Procurement Operations agent provides a summary of a procurement request. It can provide current status and next steps for the request.

    Workflow

    1. Parse the user's message to determine what they're looking for and whether they've provided a specific record number.
    2. If no record number is provided, construct a query based on the user's intent and search for matching records. If nothing is found, rephrase the query and retry once before asking the user for more details.
    3. Present the search results and ask the user to select one.
    4. Run the summary tool against the selected record and the original question, display the result.
    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
    Script
    Get records data
    Record summary
    Agent roles (ACLs) sn_spend_gen_ai.now_assist_requester
    Data access roles sn_shop.shopper, sn_spend_gen_ai.now_assist_requester
    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

    Help fulfill procurement requests

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