Configuring ServiceNow Otto for Finance and Procurement

If you have the admin role, you can configure the ServiceNow Otto for Finance and Procurement application so that your fulfillers can use the agentic AI skills in Source-to-Pay Workspace Workspace and Core UI.

Before you begin

Role required: admin

About this task

Use the AI Admin Hub to configure ServiceNow Otto for Finance and Procurement. This console contains everything that you need to install the plugins and configure the agentic AI skills. For additional information, see Overview tab in AI Admin Hub.

The following table lists the ServiceNow Otto for Finance and Procurement and skills that you can access from the AI Admin Hub.

Table 1. ServiceNow Otto for Finance and Procurement features and skills in the AI Admin Hub

ServiceNow Otto for SPO skills	Description
Supplier summarization for fulfillers	Summarize supplier details and keep fulfillers informed about their overview, total spends, and performance.
Purchase order summarization for fulfillers	Summarize purchase orders and keep fulfillers informed on their status, progress, and required actions.

Figure 1. AI skills for Common Finance and Supply Chain features

Procedure

1. Install the ServiceNow Otto for Finance and Procurement (sn_fsc_genai) plugin.
   • For information about the plugin dependencies and plugin activation order, see Supporting information for ServiceNow Otto for Finance and Procurement.
   • For information about the installation process, see Install plugins for ServiceNow Otto.
2. Navigate to All > AI Admin Hub > Skills.
3. Select the AI Skills tab.
4. Expand the Finance & Supply Chain workflow group and select Common Finance and Supply Chain features.
5. Activate and configure the AI skills for Common Finance and Supply Chain features.

   Table 2. AI skills for Common Finance and Supply Chain skills

   Skills	Action
   Supplier summarization for fulfillers	Summarize supplier details and keep fulfillers informed about their overview, total spends, and performance.
   Purchase order summarization for fulfillers	On the Purchase order summarization for fulfillers skill card, select Activate skill to activate the skill.

6. Select General Details and review the details about the skill and select Save and continue to go to the next step in the Guided Setup.
7. Follow the steps to configure and activate a skill using the Guided Setup.
8. Select Choose input and review the base input table and input fields, and then select Save and continue to go to the next step in the Guided Setup.
9. Optional: Select Customize and test prompt to test the prompt on a record.
10. Select Save and continue to go to the next step in the Guided Setup.
11. Optional: Select Define Availability and choose one of the following options.

    Option	Description
    Skill is always available	Skill is always available to users.
    Customize skill availability	The skill is available only when the certain conditions are met (Default). Use the condition builder to set your conditions.

12. Select Save and continue to go to the next step in the Guided Setup.
13. Choose Select display to determine where you'd like to display the skill.

    Option	Description
    In-product desktop	The Purchase order summarization for fulfiller skillis displayed in the Source-to-Pay Workspace for Sourcing and Procurement Operations, Supplier Lifecycle Operations, and Accounts Payable Operations.
    ServiceNow Otto panel	AI skills are available in the ServiceNow Otto panel. Turn on multi-language support for user-entered text with Dynamic Translation in ServiceNow Otto applications. For more information, see Configure multilingual service for Now Assist applications. Note: If you don't see this option, you must activate the ServiceNow Otto panel. For more information, see Activate the ServiceNow Otto panel standard chat.

14. Select Save and continue to go to the next step.
15. Review your choices and select Activate to complete the configuration for the skill.
16. Select Return to Common Finance & Supply Chain features.
    The skill is activated.

• Customize a generative AI skill
  If you have the admin role, you can customize a ServiceNow Otto for Sourcing and Procurement Operations (SPO) skill so that fulfillers and requesters can use the generative AI skills in Source-to-Pay Workspace, Shopping Hub, and in Core UI.
• Customize supplier summarization for fulfillers skill
  If you have the admin role, you can customize the supplier summarization for fulfillers skill so that fulfillers can use the generative AI skills in Source-to-Pay Workspace to view relevant supplier information.

Related concepts

• Configure ServiceNow Otto for Accounts Payable Operations (APO)

Related tasks

• Configure ServiceNow Otto for Sourcing and Procurement Operations (SPO)
• Configure ServiceNow Otto for Supplier Lifecycle Operations (SLO)