{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":23690,"path":"intelligent-experiences/inth-sapconcur-sap-concur-expense-report-management-ai-agent.md","title":"SAP Concur expense report management AI agent","bundle":null,"doc_type":null,"release":"australia","body":"\n# SAP Concur expense report management AI agent\n\nThis AI agent manages expense reports in SAP Concur. It looks up reports modified after a given date, retrieves report comments, submits reports for approval, and runs workflow actions on reports.\n\n## Workflow\n\nThe agent helps the user find, submit, and act on expense reports in SAP Concur.\n\n1.  Ask the user what they want to do and collect the details the action needs, such as the report ID or a last-modified date.\n2.  Look up expense reports modified after a given date.\n3.  Retrieve the comments on an expense report.\n4.  Submit an expense report for approval.\n5.  Run a workflow action on an expense report.\n6.  Report the outcome to the user, including details of any error.\n\n<table><thead><tr><th>\n\nField\n\n</th><th>\n\nDescription\n\n</th></tr></thead><tbody><tr><td>\n\nAllow third party to access this AI agent\n\n</td><td>\n\nWhen 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.\n\n</td></tr><tr><td>\n\nAllow AI specialists to access this AI agent\n\n</td><td>\n\nWhen 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.\n\n</td></tr><tr><td>\n\nManage long-term memory\n\n</td><td>\n\nWhen 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/intelligent-experiences/na-aia-reference.md).\n\n</td></tr><tr><td>\n\nTools\n\n</td><td>\n\n-   **Flow Actions**\n\nExecute Workflow Action for Expense Report\n\nLook up Comments\n\nLook up Expense Reports After Last Modified Date\n\nSubmit Expense Report\n\n\n</td></tr><tr><td>\n\nAllowed user roles The specific user roles that can access this AI agent.\n\n</td><td>\n\nsnc\\_internal\n\n</td></tr><tr><td>\n\nData access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take.\n\n</td><td>\n\nNot defined.\n\n</td></tr><tr><td>\n\nTriggers\n\n</td><td>\n\nOptional. None defined by default. An admin can specify triggers if desired. For more information, see [Add a trigger to an AI agent](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/intelligent-experiences/add-trigger-aia.md).\n\n</td></tr><tr><td>\n\nChannels\n\n</td><td>\n\nConfigure an assistant for Virtual Agent or ServiceNow Otto panel using [Assistant Designer](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/conversational-interfaces/configure-now-assist-va.md).\n\n</td></tr><tr><td>\n\nUsed in agentic workflows\n\n</td><td>\n\nUpload Expense Receipt Image and Submit Expense Report\n\n</td></tr></tbody>\n</table>**Parent Topic:**[SAP Concur Spoke AI agents](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/intelligent-experiences/inth-sapconcur-ai-agents-overview.md)\n\n**Related topics**  \n\n\n[SAP Concur Spoke](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/integrate-applications/sap-concur-spoke.md)\n\n[Integration Hub spokes](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/integrate-applications/spokes-list.md)\n\n"}}