Agent assist in Source-to-Pay Workspace

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Agent assist in Source-to-Pay Workspace automatically displays relevant search results based on the search text, which is defaulted with the short description of the procurement case you’re working on. You can edit the search text as required. These search results help you to work on the record.

    Agent assist is part of the contextual side panel in Source-to-Pay Workspace. By default, it displays knowledge articles as a resource, but can also display associated suppliers for a record if you select the resource as Suppliers.

    For Sourcing and Procurement Operations, Agent assist is configured for the following procurement objects:
    • Purchase requisition
    • Sourcing request
    • Negotiation
    • Negotiation event

    For information on how Agent assist is set up and configured on the Now Platform, see Set up Agent assist.