SAP Concur expense report management AI agent

This 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.

Workflow

The agent helps the user find, submit, and act on expense reports in SAP Concur.

1. 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.

2. Look up expense reports modified after a given date.

3. Retrieve the comments on an expense report.

4. Submit an expense report for approval.

5. Run a workflow action on an expense report.

6. Report the outcome to the user, including details of any error.

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Field

</th><th>

Description

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Allow third party to access this AI agent

</td><td>

When 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.

</td></tr><tr><td>

Allow AI specialists to access this AI agent

</td><td>

When 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.

</td></tr><tr><td>

Manage long-term memory

</td><td>

When 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.

</td></tr><tr><td>

Tools

</td><td>

• Flow Actions

Execute Workflow Action for Expense Report

Look up Comments

Look up Expense Reports After Last Modified Date

Submit Expense Report

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Allowed user roles The specific user roles that can access this AI agent.

</td><td>

snc_internal

</td></tr><tr><td>

Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take.

</td><td>

Not defined.

</td></tr><tr><td>

Triggers

</td><td>

Optional. None defined by default. An admin can specify triggers if desired. For more information, see Add a trigger to an AI agent.

</td></tr><tr><td>

Channels

</td><td>

Configure an assistant for Virtual Agent or ServiceNow Otto panel using Assistant Designer.

</td></tr><tr><td>

Used in agentic workflows

</td><td>

Upload Expense Receipt Image and Submit Expense Report

</td></tr></tbody> </table>Parent Topic:SAP Concur Spoke AI agents

Related topics

SAP Concur Spoke

Integration Hub spokes