--- sourceDocument: Brazil Sales Customer Relationship Management sourceDocumentLink: https://www.servicenow.com/docs/r/order-management Release : - brazil ft:locale : - en-US ft:publication_title : - Brazil Sales Customer Relationship Management ft:clusterId : - omgmt bundleId : - omgmt workflow : - Customer and Industry --- # Transaction Converse # Transaction Converse {#ariaid-title1} Release version: Brazil Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 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 Transaction Converse Transaction Converse is a feature in ServiceNow Quote Experience that allows users to manage line items in transactions and quotes using natural language commands. It simplifies and accelerates the process of adding, updating, and deleting items, especially in complex transactions with many line items. This conversational approach enhances user efficiency and control. Show full answer Show less ## Key Features * **Conversational Line Item Management:** Users can type or speak commands such as "discount laptop by 25%" or "add rear camera to the quote." The system identifies relevant items, previews changes, and requests confirmation before applying updates. * **Bulk and Targeted Actions:** Supports bulk modifications across hundreds of line items through single commands, eliminating the need for manual editing. * **User Feedback and Control:** Before finalizing changes, users receive previews of affected line items and columns, ensuring transparency and control over updates. * **Intelligent Prompting and Clarification:** If commands are vague or ambiguous, Transaction Converse prompts users for clarification or suggests interpretations based on context and fuzzy matching. * **Adaptive Learning:** Uses reinforcement learning with human feedback to tailor understanding to each organization's language and product catalog, improving accuracy over time. * **Bulk Update via File Upload:** Enables users to upload CSV or Excel files to add non-configurable products (not configurable ones) and update prices and quantities of existing products. Products not listed in the uploaded file remain unchanged. * **Easy Activation:** Available on request for ServiceNow Quote Experience customers via support ticket submission, with assistance and feedback collection provided by the ServiceNow team. ## Key Outcomes * Streamlines management of line items using natural language, reducing manual effort and speeding up transaction processing. * Improves handling of large, complex transactions by supporting bulk actions and intelligent clarifications. * Provides users with control and transparency through previews and confirmation steps before changes are applied. * Adapts to organizational language and user behavior, enhancing effectiveness over time. * Offers practical data import capabilities via file upload for efficient bulk updates. * Supports customers in transforming transaction management into a faster, more intuitive, and personalized experience. With Transaction Converse, you can use natural language to manage line items in transactions and quotes. Add, update, and delete items quickly and intuitively with conversational commands, even in complex transactions with many line items. The new Transaction Converse feature in ServiceNow Quote Experience simplifies and accelerates the way users manage line items in transactions and quotes. Using natural language to interact add, delete, and update line items makes dealing with complex transactions with numerous line items easier. ## Key features {#cpq-transaction-converse__section_lxh_mrf_rgc} * Conversational line item managementTransaction Converse lets users perform actions such as adding, updating, or deleting line items by typing or speaking their requests. For example, when a user tells the system to "discount laptop by 25%" or "add rear camera to the quote," the feature identifies the relevant items and columns, previews the intended changes, and asks for confirmation before the changes are applied. * Bulk and targeted actionsThe feature excels at handling bulk changes across many line items, making it particularly valuable for transactions or quotes with hundreds of line items. Instead of manually searching and editing each line, users can issue a single command, and Transaction Converse efficiently processes the request. * Controls that keep users informed and involvedTransaction Converse is designed with robust feedback mechanisms. Before any changes are finalized, users can preview which line items and columns are affected, ensuring transparency and control. * Intelligent prompt handling and clarificationIf a user's request is vague or ambiguous (for example, "take care of the expired licenses"), the feature intelligently prompts for clarification or offers possible interpretations. For example, Transaction Converse might suggest which items would be updated or deleted based on context and fuzzy matching. Transaction Converse uses reinforcement learning with human feedback to adapt to the particular language and needs of each organization. Over time, the model becomes more attuned to the way users phrase requests and to the unique characteristics of their product catalogs, personalizing the feature for each customer and making it increasingly effective. * Bulk update via file uploadUsers can upload files to quickly add products and update price and quantity. * If the uploaded file includes non-configurable products that are not currently in the transaction, the products are added to the transaction with their corresponding prices and quantities. (Configurable products cannot be added at this time.) * If the uploaded file includes products that are already in the transaction, their prices and quantities are updated to match the file. Both configurable and non-configurable products can be updated in this way. * Products that are in the transaction but not in the uploaded file are not updated and remain unchanged. {#cpq-transaction-converse__ul_gzy_rg1_b3c} Transaction Converse supports comma-separated value (.csv) files and Excel format (.xlsx) files for upload. * Easy activationTransaction Converse can be enabled on request for customers using ServiceNow Quote Experience Interested customers can file a support ticket, and the team will assist with activation and collect feedback to guide future enhancements. Note: Create a support case by using the [ServiceNow Support portal](https://support.servicenow.com). For step-by-step instructions, see [Create a case on Now Support for CPQ Customers](https://support.servicenow.com/kb?sys_kb_id=d67d3e71475d7a90f64de825126d4326&id=kb_article_view). {#cpq-transaction-converse__ul_vjh_wrf_rgc} ## Takeaways {#cpq-transaction-converse__section_o22_nrf_rgc} * Transaction Converse enables users to manage line items using natural language, which streamlines add, update, and delete actions. * The feature is particularly beneficial for large, complex transactions, reducing effort and improving efficiency. * Built-in preview and feedback mechanisms give users control over changes before they are applied. * The system adapts and improves over time, learning from user interactions and organizational language. * Customers can request activation and contribute to the ongoing development of Transaction Converse. {#cpq-transaction-converse__ul_djh_4rf_rgc} Using Transaction Converse, ServiceNow Quote Experience customers can transform how they manage transaction data, making the process faster, more intuitive, and increasingly tailored to their needs.