Enable AI agents for the Conversational intake for sourcing and procurement agentic workflow in Virtual Agent

  • Release version: Zurich
  • Updated December 1, 2025
  • 1 minute to read

    • Enable AI agents in Virtual Agent to streamline procurement requests, providing quicker support and a more efficient experience for requesters through intelligent assistance.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > AI Agent Studio > Overview.
    2. Under Agentic workflows, select Conversational intake for sourcing and procurement.
      Conversational intake for sourcing and procurement agentic workflow.
    3. Under Connect AI agents, select any of the AI agents that you want to make available in Virtual Agent.
      The agents that you can select:
      • Procurement request tracking AI agent
      • Procurement request path recommendation
      • Procurement inquiry analysis AI agent
    4. On the Describe and instruct page, select Continue.
      The Describe and instruct page is read-only.
    5. On the Add tools and information page, select Continue.
      The Add tools and information page is read-only.
    6. On the Describe and instruct page, select Continue.
      The Describe and instruct page is read-only.
    7. On the Define trigger page, select Continue.
      The Describe trigger page is read-only.
    8. On the Define availability page, in the Select display section, switch the Display toggle to the open position so that the AI agent is enabled in the Virtual Agent.
      Enable the selected AI agent in Virtual Agent.
    9. To activate the agentic workflow, select Save and test.
      The selected AI agent is enabled in Virtual Agent.