---
title: Customize an AI skill in Sourcing and Procurement Operations
description: Customize an AI skill in SPO so that fulfillers and requesters can use the AI skills in the Source-to-Pay Workspace, Shopping Hub, and in the Core UI.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/sourcing-and-procurement-operations/cust-now-assist-spo-skill.html
release: australia
product: Sourcing and Procurement Operations
classification: sourcing-and-procurement-operations
topic_type: task
last_updated: "2026-07-28"
reading_time_minutes: 6
keywords: [Now Assist for SPO skills, Customize a Now Assist for Sourcing and Procurement Operations skill]
breadcrumb: [Configure ServiceNow Otto for SPO, ServiceNow Otto for SPO, Sourcing and Procurement Operations, Finance and Supply Chain]
---

# Customize an AI skill in Sourcing and Procurement Operations

Customize an AI skill in SPO so that fulfillers and requesters can use the AI skills in the Source-to-Pay Workspace, Shopping Hub, and in the Core UI.

## Before you begin

Role required: sn\_nowassist\_admin.nsa\_admin

## About this task

From the AI Admin Hub console, you can select the input table, related records, and fields for each input template of the Summarization for fulfillers skill. Then configure the prompt headers to include in the general summary.

## Procedure

1.  Navigate to **All** > **AI Admin Hub** > **Skills** and select the **AI Skills** tab in the AI Admin Hub console.

2.  In the **Finance and Supply Chain** workflow group, select **Sourcing and Procurement Operations** to view the AI skills for the ServiceNow Otto for SPO features.

3.  Create a copy of a skill and customize the input fields.

    1.  On the skills card that you want to copy, select the More actions icon \(\[Omitted image "more\_vertical\_icon.png"\] Alt text: More actions icon.\)..

    2.  In the Active skills section, locate the skill that you'd like to copy and select the More actions icon \(\[Omitted image "more\_vertical\_icon.png"\] Alt text: More actions icon.\), and then select **Make copy**.

        The copied skill opens and a guided setup leads you through the configuration of the general details, input, prompt, availability, display, review, and activation of the customized skill. If you complete the entire walk-through, the skill is activated.

4.  In the General details step, fill in the fields.

    For information about the inputs and triggers for each skill, see [Skill inputs for ServiceNow Otto for Sourcing and Procurement Operations \(SPO\)](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/input-triggers-now-assist-spo.md).

    1.  Enter a name and description for the skill.

    2.  Select **Save and continue** to go to the next step.

5.  View the input data for each skill, such as the base input fields and related lists for the different input templates.

    Configure the base input table fields and related lists for the different input templates for the skill.

    Each skill relies on a base input table and input fields with descriptions to provide context for the Now LLM Service to generate a response.

    Select only those related tables that are offered as the base system, as part of the input data.

    1.  For each input template state, select **+New base input field** and configure the base input table fields.

        Add multiple base input fields, as necessary.

        \[Omitted image "na-choose-input-spo.png"\] Alt text: Choose input screen.

        The following table lists the base input table fields and descriptions, including a relevant example.

<table id="table_c53_vp5_dbc"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Base input field

</td><td>

Field in the case table whose value this skill uses in its response.

 For example, `Product category`.

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

Field description

</td><td>

Description of the base input field value.

 For example, `The category of the product purchased.`

</td></tr></tbody>
</table>    2.  For each input template state, configure the rule conditions by using the condition builder to filter the data.

        The rule conditions determine when the input template is used. By default, the record state determines the input template that the Now LLM Service uses.

        You can build the condition out further by selecting **+New condition set** and configuring additional parameters.

    3.  For each input template state, select **+New data source** to configure the additional related table and activity stream data, as needed.

        You can add input data sources like related tables, activity streams and relationships to provide more context to the Now LLM Service. You can also add rule conditions to these additional data sources.

        You can also add the rule conditions to these additional data sources.

        The selection of the related table fields may have a direct impact on the quality of the corresponding prompt header. For example, if a prompt header requires a specific field from the related table, but that field isn’t selected as input, the summary for that prompt header will contain missing information. For example, as a base case, you see one related table, such as Service level agreement \(SLA\), that includes all the required fields and filtering conditions for the prompt header. The SLA prompt header is preselected to help you understand how the related table, its fields, and the prompt header work together to produce a summary. You can use the SLA as a reference to configure the other related tables to determine which fields to select and which description adds the requirements of their respective prompt headers. Apply any additional conditions to filter the data further.

    4.  Select **Save and continue** to go to the next step.

6.  Customize the prompt.

    Review and test the prompt for each input template configuration. You can edit the prompt by adding new predefined sections and reordering them, as needed.

    1.  For each input template state, select the prompt sections from the list of available sections to include in the generated summary.

        To add a section, you must configure the relevant input data prior to this step.

        For example, for the Sourcing request summarization for requesters skill, you can select the following available prompt sections:

        -   **Requester overview for SR**
        -   **Requester next steps for SR**
        -   **Requester SR closed**
        The following table lists the mandatory prompt headers for the Sourcing request summarization for requesters skill.

<table id="table_av3_xhw_2bc"><thead><tr><th>

Input template state

</th><th>

Mandatory prompt header

</th></tr></thead><tbody><tr><td>

Open

</td><td>

-   Requester overview for SR
-   Requester next steps for SR


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

Closed

</td><td>

Requester SR closed

</td></tr></tbody>
</table>    2.  Select **Save** to continue to the test response.

    3.  Select a record in the Test response section, and test the prompt response output format by selecting **Run Test**.

    4.  Select **Save and continue** to go to the next step.

7.  Define how the skill is available to your users.

    1.  Configure the skill to be always available to users, or select conditions that must be met before the skill is available.

        Selecting **Customize skill availability** displays a condition builder to filter the data further.

    2.  Select **Save and continue** to go to the next step.

8.  Configure where to display the record summarization.

    1.  Select either **In-product**, or **ServiceNow Otto panel**.

        -   **In-product**: When selected, the AI skills are displayed on the forms and workspaces.

            For the skills that appear in-product, select the down arrow to identify the roles that can use the skill.

        -   **ServiceNow Otto panel**: When selected, the AI skills are available in the ServiceNow Otto panel.

            AI 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).

            For the skills that appear in the ServiceNow Otto panel, select the down arrow to identify the roles that can use the skill.

    2.  Select **Save and continue** to go to the next step.

9.  Review and activate the skill.

    Review your choices and select **Activate** to complete the skill customization.

    You can now select **Summarize** in a record to generate the summary for the following records:

    -   Sourcing request
    -   Purchase requisition
    -   Procurement case
    -   Negotiation
    -   Sourcing event
    -   Purchase order

**Parent Topic:**[Configure ServiceNow Otto for Sourcing and Procurement Operations \(SPO\)](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/configure-now-assist-for-spo.md)

**Related topics**  


[Skill inputs for ServiceNow Otto for Sourcing and Procurement Operations \(SPO\)]()

[Application plugins for AI capabilities in SPO]()

[Activate the Spend categorization agent]()