{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":49698,"path":"source-to-pay-operations/accounts-payable-operations/install-now-assist-apo.md","title":"Install ServiceNow Otto for Accounts Payable Operations \\(APO\\)","bundle":null,"doc_type":null,"release":"australia","body":"\n# Install ServiceNow Otto for Accounts Payable Operations \\(APO\\)\n\nInstall the APO plugin \\[sn\\_ap\\_gen\\_ai\\] to give AP fulfillers access to generative AI skills in Source-to-Pay Workspace and Core UI.\n\n## Before you begin\n\nRole required: admin\n\nInstall the Document Intelligence for Accounts Payable Operations Content Pack from the ServiceNow® Store for the invoice data extraction skill.\n\n## Procedure\n\n1. Navigate to **All** > **AI Admin Hub** > **Skills** and select the AI skills in the AI Admin Hub console.\n\n2. Expand the **Finance and Supply Chain** workflow group and select **Accounts Payable Operations**.\n\n The APO features are grouped under the **Finance and Supply Chain** workflow group. Each feature has its associated skills.\n\n3. Activate and configure the skills for the APO application.\n\n |Skills|Action|\n |------|------|\n |Purchase order line mapping|To activate the skill, on the Purchase order line mapping skill card, select **Turn on**.|\n |Invoice case summarization|On the Purchase order line mapping skill card, select **Activate skill**.|\n |Invoice data extraction|On the Invoice data extraction mapping skill card, select **Activate skill**.|\n |Invoice inquiry solution generator|On the Invoice data extraction mapping skill card, select **Turn on**.|\n |Sentiment analysis for invoice case|On the Sentiment analysis for invoice case skill card, select **Activate skill**.|\n |Accounts payable document classification|On the Accounts payable document classification skill card, select **Activate skill**.|\n |Relevant invoice finder|On the Relevant invoice finder skill card, select **Turn on**.|\n |Email response for invoice case|Automatically turns on.|\n |Email response for invoice task|Automatically turns on.|\n\n4. For Invoice case summarization skill:\n\n \\[Omitted image \"invoice-case-na.png\"\\] Alt text: Invoice case summarization in ServiceNow Otto\n\n 1. Select **General Details**, review the details about the skill, and then select **Save and continue** to go to the next step.\n\n 2. Follow the steps to configure and activate a skill by using the Guided Setup.\n\n 3. Select **View Case Input**, review the base input table and input fields, and then select **Save and continue** to go to the next step.\n\n 4. To test the prompt on a record, select **Customize and test prompt**.\n\n 5. Select **Save and continue** to go to the next step.\n\n 6. Select **Define Availability** and choose one of the following options.\n\n\n
\n\nOption\n\n\n\nDescription\n\n
\n\n**Skill is always available**\n\n\n\nThe skill is always available to users.\n\n
\n\n**Customize skill availability**\n\n\n\nThe skill is available only when the certain conditions are met \\(default\\).Use the condition builder to set your conditions.\n\n
1. Select **Save and continue** to go to the next step.\n\n 2. Choose **Select display** to determine where you'd like to display the skill.\n\n\n
\n\nOption\n\n\n\nDescription\n\n
\n\n**In-product desktop**\n\n\n\nAI skills are displayed on forms and workspaces.\n\n
\n\n**panel**\n\n\n\nAI skills are available in the ServiceNow Otto Panel. Turn on multi-language support for user-entered text with Dynamic Translation in ServiceNow Otto applications. For more information, see [Configure multilingual service for ServiceNow Otto applications](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/conversational-interfaces/enable-dynamic-translation-for-now-assist-applications.md).**Note:** If you don't see this option, you must activate the ServiceNow Otto panel. For more information, see [Activate the ServiceNow Otto panel standard chat](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/intelligent-experiences/activate-now-assist-panel.md).\n\n
5. Select **Save and continue** to go to the next step.\n\n6. Review your choices and select **Activate** to complete the configuration for the skill.\n\n7. Complete the setup by selecting **Done**.\n\n The skill is displayed in the Active skills section.\n\n8. In case of Invoice data extraction for the APO specialists feature card, select **Activate skill**.\n\n 1. In the **Create Usecase** step, select the **Invoice Processing - GenAI** use case.\\[Omitted image \"invoice-processing-genai.png\"\\] Alt text: Invoice processing using generativeAI\n\n 2. Select **Make a copy** to create a copy of the use case.\n\n For more information on the fields, test outputs, and integrations in the use case, see [Set up a use case for Now Assist in Document Intelligence](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/intelligent-experiences/set-up-use-case-for-now-assist-document-intelligence.md).\n\n **Note:** When you create a copy of the generative AI use case in AI Admin Hub, then \"DocIntel Extract Values Flow - copied GenAI use case name-Invoice processing-GenAI integration\" use case is created automatically in the flow designer. For more information on configuring the use case, see [Configuring the invoice ingestion flows using Accounts Payable Operations integration with Document Intelligence](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/accounts-payable-operations/config-apo-docintel-integration.md).\n\n 3. Select **Save and continue** to go to the next step.\n\n 4. In the **Review and activate** step, select **Activate**.\n\n The Invoice data extraction skill is activated.\n\n9. On the Purchase order line mapping summarization for the APO specialists feature card, select **Turn on**.\n\n\n## Result\n\nThe generative AI skill auto-generates mappings between invoice lines and purchase order lines.\n\n"}}