Request the generative AI capabilites in Now Assist for Sourcing and Procurement Operations (SPO) by using Now Assist panel

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Request the contextual generative AI capabilities to summarize procurement-related records in the Now Assist for Sourcing and Procurement Operations (SPO) application by using the conversational interface in the Now Assist panel.

    Before you begin

    Make sure that Next Experience is enabled in the instance. For more information, see Next Experience UI.

    Make sure that AI search and Now Assist panel are enabled in the instance.

    Role required: sn_spend_gen_ai.now_assist_fulfiller

    About this task

    You can use the Now Assist panel in Source-to-Pay Workspace to summarize procurement-related records.

    For more information about the Now Assist panel, see Now Assist panel. For information about activating the Now Assist panel, see Activate the Now Assist panel standard chat.

    Procedure

    1. Log in to an instance where the Now Assist for SPO application is installed.
    2. Navigate to Workspaces > Source-to-Pay Workspace.
    3. Request the generative AI capabilities in SPO for procurement-related records for the following skills by selecting the Now Assist icon Now assist icon.:
      • Sourcing request summarization for fulfillers
      • Purchase requisition summarization for fulfillers
      • Procurement case summarization for fulfillers
      • Negotiation summarization for fulfillers
      • Sourcing event summarization for fulfillers
    4. After you request the generative AI capabilities, you can summarize procurement-related records.
      OptionDescription
      Summarize a record
      1. Open a record.
      2. From the header menu, select the Now Assist icon Now assist icon..
      3. In the Now Assist panel, select Summarize a record.