Customize ServiceNow Otto for Accounts Payable Operations (APO) to use the Virtual Agent chat

Configure the ServiceNow Otto virtual agent as an admin to enable supplier contacts to use generative AI skills in the Source-to-Pay Workspace and Core UI.

Before you begin

Role required: admin

About this task

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

Procedure

1. Install the ServiceNow Otto for Accounts Payable Operations (APO) plugin (com.snc.sn_ap_gen_ai).
   • For information about the plugin dependencies and plugin activation order, see Supporting information for ServiceNow Otto for Supplier Lifecycle Operations (SLO).
   • For information about the installation process, see Install plugins for ServiceNow Otto.
2. Navigate to All > Conversational Interfaces > Assistants.
3. From the list of existing LLM Virtual Agents, select Now Assist in Virtual Agent - Supplier.
4. Review the details about Virtual Agent by selecting Overview and then selecting Save and continue to go to the next step in Guided Setup.
5. Review the selected conversational skills by selecting AI Skills and then selecting Save and continue to go to the next step in Guided Setup.
6. Review the selected portal by selecting Display experience and then selecting Save and continue to go to the next step in Guided Setup.
7. Review the search sources by selecting Information Sources and then selecting Save and continue to go to the next step in Guided Setup.
8. Review the branding information by selecting Branding and then selecting Save and continue to go to the next step in Guided Setup.
9. Review the structure of the chat experience by selecting Chat experience and then selecting Save and continue to go to the next step in Guided Setup.
10. Review all the details by selecting Review and then selecting Turn on.