Coupa purchase order management AI agent

This AI agent manages Coupa purchase orders and fixed assets. It looks up purchase orders and purchase order lines, closes purchase orders, and creates fixed assets.

Workflow

The agent helps the user review and close purchase orders in Coupa.

1. Ask the user what they want to do and collect the details the action needs, such as the purchase order or line ID.

2. Look up a purchase order or list purchase orders.

3. Look up a purchase order line by line ID.

4. Close a purchase order.

5. Create fixed assets.

6. Report the outcome to the user, including details of any error.

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Field

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Description

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Allow third party to access this AI agent

</td><td>

When enabled, third-party AI agents can use this agent. This value is off (false) by default. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the External discoverable field.

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Allow AI specialists to access this AI agent

</td><td>

When enabled, AI specialists can use this agent. This value is off (false) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the Specialist enabled field.

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Manage long-term memory

</td><td>

When enabled, all previous user interactions are used as context for the LLM. This value is off (false) by default. This setting is defined by the sn_aia.ltm.enable_long_term_memory system property. For more information, see ServiceNow Otto AI agents reference.

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Tools

</td><td>

• Flow Actions

Close Purchase Order

Create Fixed Assets

Look up PO Line by Line ID

Look up Purchase Order

Look up Purchase Orders Stream

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Allowed user roles The specific user roles that can access this AI agent.

</td><td>

snc_internal

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Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take.

</td><td>

snc_internal

</td></tr><tr><td>

Triggers

</td><td>

Optional. None defined by default. An admin can specify triggers if desired. For more information, see Add a trigger to an AI agent.

</td></tr><tr><td>

Channels

</td><td>

Configure an assistant for Virtual Agent or ServiceNow Otto panel using Assistant Designer.

</td></tr><tr><td>

Used in agentic workflows

</td><td>

Not applicable.

</td></tr></tbody> </table>Parent Topic:Coupa Spoke AI agents

Related topics

Coupa Spoke

Integration Hub spokes