Use agentic workflows in Now Assist for Sourcing and Procurement Operations

Use agentic workflows in Now Assist for Sourcing and Procurement Operations (SPO) to streamline procurement through intelligent product recommendations, guided checkout, off-catalog purchasing, and access to detailed product information. These workflows also assist with procurement-related inquiries and help you track associated records efficiently.

Table 1. Available agentic workflows for Sourcing and Procurement Operations AI Agent Collection

Agentic workflow name	Description	Available AI agents
Conversational intake for sourcing and procurement	Addresses your procurement needs by offering product recommendations, guided checkout, off-catalog request support, and detailed product information. It also responds to inquiries and tracks related records.	Procurement request tracking AI agent Procurement request path recommendation Procurement inquiry analysis AI agent
Savings Opportunity Discovery	Scans contracts, spend, and supplier data on a recurring schedule to surface ranked savings opportunities for category managers to review, act on, or dismiss.	Contract Optimization Opportunity Finder Agent Spend Optimization Opportunity Finder Agent Supplier Optimization Opportunity Finder Agent

To run the AI agents autonomously, you must activate the agentic workflow. For more information, see Enable AI agents for the Conversational intake for sourcing and procurement agentic workflow in the Now Assist panel.

For more information about savings opportunities and how the Opportunity Finder agents work, see Savings opportunity identification.

For more information about the AI agents, see Now Assist AI agents.

Important:

By default, all agentic workflows and AI agent records are read-only.

Looking for an AI agent?

• There might be AI agents installed with the Now Assist application that are not used in agentic workflows. To learn how to see all agents that are available on your instance, see Find AI agents.
• To find agents that might not be installed on your instance, visit the AI Agent Marketplace on the ServiceNow Store.

• Conversational intake for sourcing and procurement agentic workflow
  The Conversational intake for sourcing and procurement agentic workflow addresses your procurement needs by providing product recommendations, guided checkout, off-catalog processes, and detailed product information. It also answers questions and tracks related records.
• Enable AI agents for the Conversational intake for sourcing and procurement agentic workflow in the Now Assist panel
  Enable AI agents in the Now Assist panel to help you manage procurement requests more efficiently, with faster response times and smarter support.
• Enable AI agents for the Conversational intake for sourcing and procurement agentic workflow in Virtual Agent
  Enable AI agents in Virtual Agent to streamline procurement requests, providing quicker support and a more efficient experience for requesters through intelligent assistance.
• Submit a purchase request using the Now Assist AI agent
  Use the Now Assist AI‑powered chat experience in the Employee Center to submit a purchase request. The AI agent analyzes your requirements, displays suitable products or services, and guides you through confirming and submitting the request.
• Update the product category or spend category in the Now Assist panel
  Use the Now Assist panel to update the product category or spend category for purchase requisitions, sourcing requests, or purchase orders directly from the Source-to-Pay Workspace.
• Email parser agent for Sourcing and Procurement Operations
  The email parser agent for Sourcing and Procurement Operations processes inbound emails and creates the appropriate procurement cases without manual intervention.