Conversational intake for sourcing and procurement agentic workflow

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 3 min. de leitura

    • 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.

    Conversational intake for sourcing and procurement agentic workflow overview

    The Conversational intake for sourcing and procurement agentic workflow handles and resolves procurement inquiries, including product information, purchase requests, new item sourcing, and purchase tracking.

    Accessing the Conversational intake for sourcing and procurement agentic workflow

    To access the agentic workflow:
    1. Navigate to All > AI Agent Studio > Create and manage.
    2. Select Conversational intake for sourcing and procurement.

    Available AI agents in the Conversational intake for sourcing and procurement agentic workflow

    The following table lists the agents that are used in the Conversational intake for sourcing and procurement agentic workflow.
    Importante:
    In the Define availability screen for the AI agent, make sure that the Status toggle is enabled to activate the AI agent.
    Tabela 1. AI agents used in the Conversational intake for sourcing and procurement agentic workflow
    AI agent Description
    Procurement request tracking AI agent Handles tracking-related queries throughout the procurement life cycle. Identifies and responds to requests for tracking, status checks, updates, or follow-ups on procurement records, such as sourcing requests, purchase requisitions, purchase orders, and procurement cases.

    Understands the query context to retrieve the relevant record, even when a record number isn’t provided, and displays a direct link to the record.
    Procurement product recommendation AI agent Handles procurement-related intents by identifying explicit or implicit requests to buy or source products or services. It displays up to three product or service options based on minimal user input. It then guides users through the appropriate procurement flow. You can request for multiple items in one request.

    After presenting recommendations, it checks user interest and triggers either a sourcing or purchasing plan based on internal rules. On your confirmation, it creates the relevant record and displays the plan.

    You can add multiple attachments in PDF, PNG, JPEG, Word, XLSX, or ZIP format (each up to 10 GB) when submitting your request to include any additional information.
    Procurement inquiry analysis AI agent

    Retrieves and displays relevant knowledge articles to address sourcing and procurement queries. If no relevant articles are found, or if intent is unclear, redirects you to a live agent.

    The AI agent decision log displays the AI agents that are working on a request. You can watch their interactions, decisions, and thought processes as they happen in real time.

    Tools mapped to the Track request AI agent

    Tabela 2. Tools used in the Track request AI agent
    Tool type Execution mode Name Description
    Scripts Autonomous Get records data Searches the Knowledge Graph for procurement records that match a generated query, returning relevant links and details.
    Scripts Autonomous Record summary Summarizes the information provided, confirming that the summary captures the key details and intent of an inquiry.

    Tools mapped to the Procurement product recommendation AI agent

    Tabela 3. Tools used in the Procurement product recommendation AI agent
    Tool type Execution mode Name Description
    Scripts Autonomous Supplier recommendation tool Displays suitable suppliers using the Supplier Recommendation Skill.
    Scripts Autonomous Recommendation Generates a list of products based on the product name, additional details, and supplier preferences.
    Scripts Autonomous Show more results Displays additional product recommendations for a selected item.
    Scripts Autonomous Channel rule engine Suggests a checkout channel based on user input.
    Scripts Autonomous Create purchasing plan Creates or updates the purchasing plan from user-provided details and returns it in formatted HTML.
    Scripts Autonomous Create sourcing plan Creates or updates the sourcing plan from user-provided details and returns it in formatted HTML.
    Scripts Autonomous Procurement attachment tool Supports attachment uploads for purchase and sourcing requests.
    Scripts Autonomous Create purchasing record Creates purchasing records from the finalized plan (with optional attachments) and returns a submission summary.
    Scripts Autonomous Create sourcing record Creates sourcing requests from the finalized plan (with optional attachments) and returns a submission summary.
    Scripts Autonomous Create a document task Creates a document task that gathers delivery period and purchase reason information.
    Scripts Autonomous Created record from document Creates records once the document task is submitted.
    Conversational topics Autonomous Quote or Sow attachment Supports adding a quote or SOW document by passing the uniquely generated document conversation ID (documentConversationId) as input to the tool.

    Tools mapped to the Procurement inquiry analysis AI agent

    Tabela 4. Tools used in the Procurement inquiry analysis AI agent
    Tool type Execution mode Name Description
    Scripts Autonomous Get relevant knowledge article Retrieves and displays relevant knowledge articles for sourcing and procurement queries.
    Scripts Autonomous Connect to live agent Escalates to a live SPO agent on user request.
    Scripts Autonomous Redirect to Employee Center Politely deflects unsupported requests and directs users to Employee Center resources.