Sourcing Optimization Event Creation Agent

Creates Coupa Sourcing Optimization (CSO) events by guiding you through setup, validation, and launch.

Navi’s Sourcing Optimization Event Creation Agent simplifies the process of setting up sourcing events by turning natural language into structured workflows. Instead of navigating multiple setup screens, users can describe their event requirements conversationally, and Navi translates those inputs into a fully configured event.

As users define their needs, Navi asks targeted follow-up questions to capture all required details, such as event structure, timing, and classification. It can also suggest recommended values based on best practices, helping users make informed decisions as they build the event.

Once all required information is gathered, Navi generates a complete event in a ready-to-configure state and provides a clear summary for review and confirmation. From there, it continues to guide users through the next steps, such as building timelines, adding suppliers, or refining event parameters.

The experience is iterative and flexible. Users can ask Navi to create or adjust timelines, review configurations, or flag potential issues, ensuring the event is optimized before execution. Supporting materials, such as supplier or item lists, can also be incorporated directly into the workflow.

By guiding users step by step and automating key setup tasks, the Event Creation Agent reduces complexity, accelerates time to launch, and ensures sourcing events are configured accurately and efficiently.