Asset Purchase Agent

The Asset Purchase Agent automates the end-to-end process of handling employee hardware purchase requests - from collecting purchase preferences to validating eligibility - all without requiring manual intervention from your IT or operations team. By connecting your asset management data with your messaging platforms, the agent guides employees through a structured request flow and ensures only qualifying requests move forward.

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How It Works

When an employee submits a hardware purchase request, the agent handles two core stages automatically:

1. Information collection - the agent sends the employee an interactive form in Slack or Microsoft Teams to gather the details needed to process their request.
2. Eligibility validation - the agent runs a structured series of checks against your asset data to determine whether the employee qualifies to purchase the requested asset.

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Collecting Purchase Information via Slack and Teams

When a purchase request is triggered, the Service Agent sends an interactive form directly to the reporter inside Slack or Microsoft Teams. The employee completes the form before the request proceeds any further in the workflow, ensuring all required details are captured upfront.

The form includes the following fields:

• Asset selection - the reporter chooses the specific asset they want to purchase
• Currency - the reporter selects their preferred currency for the transaction
• Payment method - the reporter picks how they want the purchase to be paid

This eliminates back-and-forth follow-up messages and keeps all purchase details structured and consistent from the start of the workflow.

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Automated Eligibility Checks

Once purchase information is collected, the workflow automatically validates whether the requesting employee is eligible to purchase the asset. The check runs a structured series of conditions in order, and either confirms eligibility along with a list of qualifying assets, or returns a specific reason for ineligibility.

Eligibility Conditions

The following conditions are evaluated in sequence:

Condition	What Is Checked
Asset assignment	The laptop must be assigned to the requesting employee
Asset type	Only laptops qualify for purchase
Asset age	The asset must meet the minimum age requirement to be eligible for employee purchase

If the employee passes all conditions, the workflow confirms eligibility and provides the list of assets they can purchase. If any condition is not met, the workflow returns the specific reason for ineligibility so the employee understands exactly why their request cannot proceed.

Why This Matters

Running eligibility checks automatically means:

• No requests slip through without proper validation
• Employees receive immediate, clear feedback on their request status
• Your IT and operations teams only handle requests that have already been verified as eligible

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Setting Up the Asset Purchase Agent

To enable the Asset Purchase Agent in your environment:

1. Navigate to AI Agents in your Harmony portal and open the Hardware Management section.
2. Select the Asset Purchase Agent and open its workflow configuration.
3. Connect your Slack workspace or Microsoft Teams environment so the agent can send interactive forms to reporters.
4. Configure your asset management integration to allow the agent to read assignment, type, and age data for eligibility checks.
5. Define your eligibility rules - including the minimum asset age threshold - to match your organization's purchase policy.
6. Activate the workflow and test it with a sample request to confirm the form and eligibility checks behave as expected.

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Supported Platforms

The interactive purchase information form is available on the following messaging platforms:

• Slack
• Microsoft Teams