Configure Agent chat for Accounts Payable Operations

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Configure agent chat settings to interact with an Accounts Payable Operations agent.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to Source-to-Pay workspace > All > Conversational Interfaces > Settings > Agent control.
    2. In the User Experience section, swipe the Agent names and avatars toggle switch to the right to enable this option.
    3. In the Configurable Toolbar Controls section, select View All.
      The Quick Action Toolbar Controls is displayed.

      Add or update the quick action shortcuts for live agents in Agent Chat. For more information about configuring the toolbar controls, see Configuring Agent Chat.

    4. Select Save.