Configure Agent chat for Accounts Payable Operations

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

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

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to Source-to-Pay workspace > All > Conversational Interfaces > Settings > Agent control.
      Toggle agent names and avatars
    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.

      View the quick action configurations

      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.

    Result

    The agent chat settings are configured to interact with an Accounts Payable Operations agent.