Now Assist for Software Asset Management (SAM) AI agent collection to create software reclamation rule

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 3 Minuten Lesedauer

    • Use the Create software reclamation rule agentic workflow to automatically create reclamation rules by identifying software products that lack reclamation rules but are viable candidates.

    Create software reclamation rule overview

    Use the Create software reclamation rule agentic workflow to streamline and automate the creation of reclamation rules. Create reclamation rule without having to manually review a product’s utilization and spend thereby improving license utilization, faster turnaround, improved operational efficiency, and enhanced user satisfaction.

    Role masking

    Roles required: sam_admin.

    Agentic workflows and their AI agents use role masking to determine which users can access them. Ones installed with Now Assist applications have specific roles that come included with the application. If you select Users with specific roles for user access, you must configure the security controls to include these roles. For the instructions to change the security controls, see Define security controls for an agentic workflow.

    Create software reclamation rule agentic workflow

    Automating the creation of reclamation rules helps SAM managers to scale their reclamation efforts by automatically identifying and suggesting reclamation rules for overlooked software.

    To start the agentic workflow, you must have the sam_admin role.

    The Create reclamation rule agentic workflow can be initiated from the following pages:
    • Software asset overview page
    • Publisher details page
    • License operations page

    Depending on the page, the sam_admin role is on, follow the steps mentioned in the following table:

    Tabelle : 1. Initiating the Create reclamation rule agentic workflow
    Software asset overview page Publisher details page License operations page
    1. Navigate to the Activity center.
    2. Select suggestions in the Reclamation rules box in the Activity center.
    3. Select the sparkle icon on the top-right side of the workspace to open the Now Assist panel.

      If the Now Assist panel is already open, select the hamburger icon.

    4. Select Create reclamation rule in the Active section the Now Assist panel.
    5. Select a product from a list of products that need reclamation rules and then select Submit.

      The agentic workflow is initiated.
    1. Select a product for the specific publisher.
    2. Select the Removal candidates tab.
    3. Select Create reclamation rule.
    4. Select the sparkle icon on the top-right side of the workspace to open the Now Assist panel.

      If the Now Assist panel is already open, select the hamburger icon.

      The agentic workflow is initiated.
    1. Navigate to Administration > Reclamation Rules.
    2. Select Create reclamation rule
    3. Select the sparkle icon on the top-right side of the workspace to open the Now Assist panel.

      If the Now Assist panel is already open, select the hamburger icon.

    4. Select a product from a list of products that need reclamation rules and then select Submit.

      The agentic workflow is initiated.

    The AI agent initiates a series of checks assessing factors such as the usage of the product with regard to spend and utilization, among other metrics. After the checks are completed, the AI agent provides you with details such as the name of the reclamation rule name, the assignment group with which the reclamation rules will get created. You’re then asked if you would like to create the reclamation rule with the given details or if you want to modify any parameters such as assignment group in the reclamation rule. Mention any modifications that you want; or else confirm that you want to go ahead with the creation of the reclamation rule. After you confirm, the reclamation rule gets created along with the name of the product and a link to the reclamation rule. The Activity tab in the reclamation rule record gets updated with the relevant work notes.

    AI agents used in the Create software reclamation rule agentic workflow

    Tabelle : 2. AI agent and its role in the Create software reclamation rule agentic workflow
    AI agent AI agent role
    Software reclamation rule creation AI agent. Retrieves reclamation rule suggestions, analyzes the license utilization, and generates a reclamation rule for a software product based on a user's response only if the reclamation rule doesn't exist.
    Wichtig:
    This agent is turned on by default. For more information, see Now Assist skills, agents, and agentic workflows on by default.