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

  • Release version: Zurich
  • Updated July 30, 2026
  • 1 minute to read

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

    Role required: sn_spend_gen_ai.servicenow_otto_fulfiller

    About this task

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

    For more information about the ServiceNow Otto panel, see ServiceNow Otto panel. For information about activating the ServiceNow Otto panel, see Activate the ServiceNow Otto panel standard chat.

    Procedure

    1. Log in to an instance where the ServiceNow Otto 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 ServiceNow Otto icon ServiceNow Otto 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 ServiceNow Otto icon ServiceNow Otto icon..
      3. In the ServiceNow Otto panel, select Summarize a record.