---
sourceDocument: Zurich Finance and Supply Chain
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/source-to-pay-operations

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Employee


---

# Submit a purchase request

# Submit a purchase request using the ServiceNow Otto AI agent {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 30, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Use the ServiceNow Otto 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.

## Before you begin

Role required: sn_spend_gen_ai.now_assist_requester

## Procedure

1. In your ServiceNow instance, navigate to AllSelf-ServiceEmployee Center.
2. In the Employee Center interface, select the ServiceNow Otto chat icon ().
3. In the chat window, describe the product or service that you want to purchase.  
   You can request more than one product or service in the same purchase request.
4. When prompted, enter No to proceed without a quote or Statement of Work.  
   ServiceNow Otto analyzes your input using the Procurement request path recommendation and displays up to three products or services.
5. Select Show to view the products.  
   ServiceNow Otto shows the top three products or services categorized as an excellent match or good match in the engagement layer.
6. Select the product or service that you want to purchase.
7. Select Submit to confirm details, such as quantity, supplier, total price, and delivery period.
8. **Optional:** Select Edit to make changes and then enter Submit.
9. **Optional:** When prompted to add attachments, select Yes to upload supporting files.  
   You can add multiple attachments in PDF, PNG, JPEG, Word, XLSX, or ZIP format.
10. Select No to submit the purchase request without attachments.

## Result

The purchase request is successfully submitted through Employee Center using the ServiceNow Otto AI agent.
* **[Upload a Statement of Work (SOW) to request a purchase](https://www.servicenow.com/docs/_MPiwMtaU43UaRx6inyyPA)**   
  Use ServiceNow Otto's AI-powered chat interface to upload a Statement of Work (SOW) and submit your purchase request through Employee Center.
* **[Submit a purchase request by uploading a quote](https://www.servicenow.com/docs/H~lu3Vovr3qtCM5~YAK3Kw)**   
  Use the ServiceNow Otto chat interface in the Employee Center to describe your needs, upload a quote, and submit a purchase request. ServiceNow Otto processes the uploaded quote and creates a purchase requisition for your review. Review all extracted information before submitting, as AI-generated output may require correction.

**Related concepts**   

* [Conversational intake for sourcing and procurement agentic workflow](https://www.servicenow.com/docs/GZJiB16RmwwFm6Zk6FgBGA "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.")
* [Email parser agent for Sourcing and Procurement Operations](https://www.servicenow.com/docs/tX0bbQY2LDGZd2epG9TfhA "The email parser agent for Sourcing and Procurement Operations processes inbound emails and creates the appropriate procurement cases without manual intervention.")  
**Related tasks**   

* [Enable AI agents for the Conversational intake for sourcing and procurement agentic workflow in the ServiceNow Otto panel](https://www.servicenow.com/docs/g5WMp8F8sMLQcPK_i2c~5w "Enable AI agents in the ServiceNow Otto 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](https://www.servicenow.com/docs/VYJ6rKM_VZIKorehRsWkmg "Enable AI agents in Virtual Agent to streamline procurement requests, providing quicker support and a more efficient experience for requesters through intelligent assistance.")
* [Update the product category or spend category in the ServiceNow Otto panel](https://www.servicenow.com/docs/JyLAl7iYiQ1IRs_18C~VfA "Use the ServiceNow Otto panel to update the product category or spend category for purchase requisitions, sourcing requests, or purchase orders directly from the Source-to-Pay Workspace.")

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