Artificial Intelligence (AI)

Leveraging Agent Studio

What’s this course about?This hands-on, video-led course introduces learners to Coupa's Agent Studio within the broader AI Native Platform framework. Designed to transform operational busywork into strategic business outcomes, the course walks through core capabilities, user personas, interface navigation, and pre-built agent templates. Through three practical hands-on labs, you will gain step-by-step experience building, configuring, testing, and activating both autonomous and conversational AI agents using templates, plain-language prompts, and original operational ideas. The end-to-end workflow covers instance setup, agent deployment across spend management processes, troubleshooting configuration issues, and applying best practices for reliable automation. What’s in it for you?By completing this course, you will acquire high-demand, practical AI skills that enable you to eliminate repetitive operational tasks giving you time back for high-value strategic decision-making. You will learn how to leverage pre-built templates and the Agent Setup Assistant to uncover hidden financial insights, prevent value leakage, and streamline operations. Furthermore, developing these competencies enhances your professional expertise in agentic AI automation and earns you a Certificate of Completion.Is this course right for you?This course is designed for customers, partners, and employees seeking to expand their technical and product capabilities within Coupa. It is suited for users who want to replace manual, repetitive workflows with intelligent automation. Whether you are looking to deploy pre-configured templates or design custom AI agents tailored to your organization's specific business rules, this course provides the direct hands-on practice needed to drive immediate operational impact.

Managing AI in Your Coupa Instance

What’s this course about?This course provides a step-by-step overview of how to get started with Coupa AI, covering essential setup requirements and administrative workflows. You will learn how to review and accept terms and conditions, enable AI functionality, manage user license and role provisioning, and monitor AI credits and feature usage. What’s in it for you?Gaining expertise in managing Coupa AI enables you to effectively administer key platform features and maintain proper role governance across your organization. By completing this course, you will earn a certificate of completion. This certificate serves as evidence of your dedication towards professional development and allows you to display your achievement on social media platforms. Is this course right for you?This course is designed for anyone responsible for setting up, managing, or overseeing Coupa AI features within their organization. The practical orientation provides a solid foundation for learners who need to configure user permissions, track usage credits, and ensure proper platform configuration.

Coupa AI: Strategic Impact & Value Articulation

What's this course about?Master the metrics and executive language needed to champion AI as a strategic investment across your organization. You will learn the strategies to quantify ROI across core functions and overcome the organizational barriers that often stall AI initiatives. You will also learn to build a compelling business case for choosing a unified platform over custom development to ensure long-term success. What's in it for you?Along with gaining transferable knowledge and skills, you will earn a certificate of completion. This certificate serves as evidence of your dedication towards professional development and allows you to display your achievement on social media platforms. Is this course right for you?This course is ideal for roles such as Executives, Senior Leadership, and for professionals who need to quantify the value of AI and align their teams on a platform strategy.

Coupa Unlocked: Suite Navigation & Harnessing Navi

This learning path provides an overview of how Coupa's extensive range of products can contribute to your organization's total spend management journey. You will explore the products that support you across source-to-pay, learning how each one fits and how they connect into a single, unified approach to managing spend. You will also discover the power of Coupa's specialized, domain-specific AI and how it transforms traditional spend management into a strategic advantage. You will examine the pillars of modern AI and the Navi agentic ecosystem, learning how conversational interfaces and agent orchestration replace complex manual workflows with rapid, automated execution. By completing this path, you understand both the breadth of Coupa's products and the intelligence that moves you from tactical operator to strategic orchestrator.

Driving Finance Value with Coupa AI

This learning path shows you how Coupa's AI for finance turns everyday spend management into a real source of value. You will start with the wider Coupa AI framework and the ideas behind modern AI, then explore the Navi agentic ecosystem and see how conversational tools and connected agents take over slow, manual work and run it quickly and automatically. You will also learn how AI agents give you a live view of spend, build reports from plain language questions, and let SpendGuard spot risks such as fraud or duplicate payments before they cause harm. You will then learn how to set Coupa AI up and run it well, from accepting the terms and turning on AI features to managing user roles, tracking AI credits, and keeping proper control across your organization. By the end, you will know both how to use Coupa AI in your daily finance work and how to manage it responsibly, so you can move from a tactical operator to a strategic orchestrator.

Driving Procurement Value with Coupa AI

Empower your procurement team to transition from tactical execution to strategic, AI-driven value creation with Coupa AI. Designed for Procurement Managers, this learning journey walks you through the essential administrative workflows required to enable and manage Coupa AI in your instance, including credit monitoring and role provisioning. You will gain a deep understanding of Coupa’s Navi agentic ecosystem and learn how to leverage domain-specific AI agents to automate manual sourcing workflows, convert unstructured text into compliant requisitions, and accelerate complex supplier bid comparisons. By completing this journey, you will unlock the tools and strategies needed to orchestrate autonomous workflows and drive strategic business outcomes across your procurement organization.

Leading Strategic Transformation with Coupa AI

Position yourself as a transformational leader capable of driving enterprise-wide innovation with Coupa AI. Designed for AI Transformation Leaders and senior leadership, this comprehensive learning journey provides the strategic frameworks and operational expertise required to champion AI adoption across procurement, finance, and supply chain management. Throughout this pathway, you will learn to manage foundational Coupa AI instance settings, orchestrate specialized Navi agents to automate end-to-end workflows, and leverage natural language and neuro-symbolic reasoning to unlock real-time spend visibility and scenario analysis. Furthermore, you will master the ROI metrics, value articulation strategies, and business case justification needed to overcome scaling barriers and establish a unified AI platform strategy that delivers sustainable business impact.

Creating Sourcing Events using CSO Guided Orchestration

What’s this course about? This course provides a step-by-step interactive journey through Coupa Sourcing Optimization's Guided Orchestration (GO) workflow. Learners will explore the end-to-end event setup process, covering core features such as initiating new or template-based events, configuring timelines, assembling event teams, setting supplier prerequisites, and defining bid items and cost formulas. Additionally, the curriculum details advanced data controls, questionnaire creation with conditional logic, evaluator scoring section setups, and final supplier invitation composition to ensure compliant and efficient sourcing events. What’s in it for you? By mastering Guided Orchestration, you will acquire practical skills to streamline procurement workflows, reduce setup times, and maintain operational compliance across all sourcing cycles. Learning how to build structured cost formulas, control historical data visibility, and automate evaluator processes empowers you to make faster, data-driven sourcing decisions that deliver maximum business value. Completing this course demonstrates expertise in Coupa Sourcing Optimization tools and earns you a certificate of completion to showcase your professional growth. Is this course right for you? This course is tailored specifically for procurement professionals, sourcing managers, and system administrators looking to optimize their sourcing execution using Coupa Sourcing Optimization. It is ideal for individuals responsible for running RFXs, managing supplier relationships, structuring complex cost formulas, and evaluating competitive bidding events. Participants can immediately apply these skills to configure live sourcing events, improve supplier engagement, and standardise team-wide procurement practices.

Supplier Award Allocation in CSO Guided Orchestration

What’s this course about? This course provides a concise, practical guide to managing bid allocations and finalizing awards using Coupa Sourcing Optimization’s (CSO) Guided Orchestration workflow. Learners will explore key functionality including manual versus scenario-based allocations, split-award adjustments by percentage or unit quantities, and tracking allocation coverage via visual status indicators. The curriculum also covers interpreting summary panel insights for cost and savings optimization, resolving system warnings, and understanding automated downstream supplier item creation upon award finalization. What’s in it for you? By completing this course, you will acquire the essential skills needed to streamline supplier award workflows, eliminate manual handoffs, and reduce costly allocation errors. Mastering these tools empowers you to gain immediate visibility into event coverage, identify savings opportunities quickly, and make accurate, compliant supplier decisions. Additionally, completing this module demonstrates proficiency in modern sourcing practices and earns you a certificate of completion to recognize your accomplishment. Is this course right for you? This course is designed for procurement professionals, sourcing managers, and category specialists who manage competitive bidding events and supplier selection within Coupa Sourcing Optimization. It is ideal for practitioners seeking an efficient, guided workflow to evaluate bids, split award allocations, and ensure downstream procurement compliance. Participants can immediately apply these techniques to simplify event finalization and maximize value in their daily sourcing workflows.

Configuring Coupa AI Risk Assessment Workflows

Leveraging Webhooks, MCP, and Embedded UI Assistants

This learning journey covers the advanced technical architecture and integration capabilities needed to modernize your enterprise spend management ecosystem using Coupa's modern developer platform. Learners will explore how to transition to event-driven architectures with Webhooks and Data Streaming, securely connect external AI agents via the Model Context Protocol (MCP) Server, and extend standard application workflows using Embedded UI Assistants and the Open Assistant Framework. By mastering these interconnected technical layers, system administrators, integration engineers, and technical architects will gain the expertise required to eliminate data latency, deploy intelligent agentic workflows, and build seamless, context-aware user experiences across their enterprise systems.

Analyzing Agent Studio System Architecture

Troubleshooting Agent Studio Execution Workflows

Managing AI in Your Coupa Instance - German

Managing AI in Your Coupa Instance - Japanese