Manage approvals with Now Assist Approval Assistance AI agent
Manage the approvals that are assigned to you by using the Now Assist Approval Assistance Agent for REQ and RITM.
Before you begin
Ensure that you
- Download the Now Assist for Employee Experience plugin.
- Learn about AI agents and have read access to the record to auto-process approvals.
- Ensure you are on Zurich patch 4 or above.
- The agent supports only REQ and RITM.
Role required: approver_user, sn_request_read, sn_write
About this task
Use the Now Assist Approval Assistance Agent to manage your assigned approvals. Using an AI agent, you can
- Pull all the information and records for approvals automatically.
- Review the policies, checklist, and evaluation criteria.
- Approve the requests based on the Now Assist recommended decision.
Procedure
Navigate to All > Self-Service > Employee Center > My tasks.
Select the request from the available list that you want to work on.
The details are displayed on the card with the summary.
Select the Review with NowAssist button.
NowAssist performs the following actions:
- Triggers an AI agent to review the request.
- Verifies the request for policy compliance.
- Generates an eligibility checklist and criteria.
- Shows the criteria for match or mismatch.
Provides an option to act on approval such as Approve and Reject
Note: You can select View AI Agent Processing Steps to see the details.
Approval Assitance agent checklist
- Select Approve or Reject.
Summarization on NowAssist for Employee Experience on click
**Note:** Currently, HR requests aren't supported out-of-the-box.
The response appears `I am ready to process your approval request for <request description>. Is it okay to proceed?`
- Select Yes or No.
Summarization on NowAssist for Employee Experience on click
**Note:** The agent supports only REQ and RITM. HR requests aren’t supported. However, by configuring the `sp_approval_configuration` record, you can set up support for for HR case too.
- Request is approved and moved from Open to the Completed tab.
What to do next
Review how to set up and use the Approval Assistance AI agent. For more information about agentic workflow and activating the required components, see the following topics:
- Platform Approval assistance AI agent
- Activate an agentic workflow template
- Modify an AI agent
- Implement access control in Now Assist AI agents
There might be AI agents installed with the Now Assist application that are not used in agentic workflows. To learn how to see all agents that are available to you, see Find AI agents.
Parent Topic:Using Now Assist for Employee Experience
Related topics
Check your to-do tasks by using the Now Assist in Virtual Agent