Customize Now Assist for Accounts Payable Operations (APO) to use the Virtual Agent chat

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • If you have the admin role, you can configure the Now Assist for Accounts Payable Operations (APO) application so that the supplier contacts can use the generative AI skills in Source-to-Pay Workspace and in Core UI.

    Before you begin

    Role required: admin

    Install the Document Intelligence for Accounts Payable Operations Content Pack from the ServiceNow® Store.

    About this task

    Use the Now Assist Admin console to configure Now Assist for APO. 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.

    Procedure

    1. Install the Now Assist for Accounts Payable Operations (APO) plugin (com.snc.sn_ap_gen_ai).
    2. Navigate to All > Conversational Interfaces > Assistants.
    3. From the list of existing LLM Virtual Agents, select Now Assist in Virtual Agent - Supplier.
    4. Review the details about Virtual Agent by selecting Overview and then selecting Save and continue to go to the next step in Guided Setup.
    5. Review the selected conversational skills by selecting Now Assist skills and then selecting Save and continue to go to the next step in Guided Setup.
    6. Review the selected portal by selecting Display experience and then selecting Save and continue to go to the next step in Guided Setup.
    7. Review the search sources by selecting Information Sources and then selecting Save and continue to go to the next step in Guided Setup.
    8. Review the branding information by selecting Branding and then selecting Save and continue to go to the next step in Guided Setup.
    9. Review the structure of the chat experience by selecting Chat experience and then selecting Save and continue to go to the next step in Guided Setup.
    10. Review all the details by selecting Review and then selecting Turn on.