Configuring Now Assist for Sourcing and Procurement Operations (SPO)

  • Release version: Xanadu
  • Updated August 1, 2024
  • 3 minutes to read

    • If you have the admin role, you can configure the Now Assist for Sourcing and Procurement Operations (SPO) application so that your requesters, procurement specialists, and sourcing managers can use the generative AI skills in Source-to-Pay Workspace Workspace and Core UI.

    Before you begin

    Role required: admin

    About this task

    Use the Now Assist Admin console to configure Now Assist for SPO. This console contains everything that you need to install the plugins and configure the generative AI skills. For additional information, see Now Assist Admin console.

    The following table lists the features and skills that you can access from the Now Assist Admin console.
    Table 1. Now Assist for SPO features and skills in the Now Assist Admin console
    Now Assist for SPO features Skills
    Summarization for fulfillers
    • Sourcing request summarization
    • Purchase requisition summarization
    • Procurement case summarization
    Conversational intake
    • Now Assist Genius Results
    • Now Assist Multi-turn Catalog Ordering
    • Now Assist Topics
    Figure 1. Now Assist skills for SPO
    Now Assist skills for SPO section, showing the Summarization for fulfillers and Conversational intake feature cards.

    Procedure

    1. Install the Now Assist for Sourcing and Procurement Operations (SPO) plugin (sn_spend_gen_ai).
    2. Navigate to All > Now Assist Admin > Features to access the Now Assist Features tab of the Now Assist Admin console.
    3. Expand the Finance and Supply Chain workflow group and select SPO.

      The SPO features are grouped under the Finance and Supply Chain workflow group. Each feature has its associated skills.

    4. Activate and configure the skills for Now Assist for Sourcing and Procurement Operations (SPO).
      Skills Action
      Conversational intake
      On the Conversation intake skill card, verify that your AI conversational intake skills are active for SPO.
      Note:
      The Platform AI conversational experience skills are active by default.

      For more information, see Configuring Now Assist in Virtual Agent.
      Summarization for fulfillers
      1. On the Summarization for fulfillers skill card, select View details.
      2. In the All available Summarization for fulfillers skills section, select Activate skill for any the following skills that you would like to activate:
        • Sourcing request summarization
        • Purchase requisition summarization
        • Procurement case summarization
    5. Select General Details and review the details about the skill and select Save and continue to go to the next step in the Guided Setup.
    6. Follow the steps to configure and activate a skill using the Guided Setup.
    7. Select Choose input and review the base input table and input fields, and then select Save and continue to go to the next step in the Guided Setup.
    8. Optional: Select Customize and test prompt to test the prompt on a record.
    9. Select Save and continue to go to the next step in the Guided Setup.
    10. Optional: Select Define Availability and choose one of the following options.
      OptionDescription
      Skill is always available Skill is always available to users.
      Customize skill availability The skill is available only when the certain conditions are met (Default).

      Use the condition builder to set your conditions.
    11. Select Save and continue to go to the next step in the Guided Setup.
    12. Choose Select display to determine where you'd like to display the skill.
      OptionDescription
      In-product Now Assist skills are displayed on forms and workspaces.
      Now Assist panel Now Assist skills are available in the Now Assist panel.
      Note:
      If you don't see this option, you must activate the Now Assist panel. For more information, see Turn on the Now Assist panel.
    13. Select Save and continue to go to the next step.
    14. Review your choices and select Activate to complete the configuration for the skill.
    15. Select Return to Summarization for fulfillers.
      The skill is displayed in the Active skills section.