Manage Concur expense approvals using Virtual Agent actionable notifications in Microsoft Teams to resolve the approval directly in the Virtual Agent conversation without involving a live agent.
Before you begin
- The Virtual Agent integration is supported only for users who have a user record in your ServiceNow instance. Users must link their accounts to Microsoft Teams and enable Virtual Agent notifications.
- Install the Approvals hub integration with the SAP Concur (sn_ex_cnc) plugin.
For more information on receiving notifications, see and . For more information on Virtual Agent, see .
Role required: approver_user
Procedure
-
Launch the Microsoft Teams application.
-
Open the Now Virtual Agent chat window.
-
Enter Show notification in the chat window.
- Optional:
View the report by selecting View Report.
You can also view the report later by selecting Skip and entering Show notification in the chat
window.
- Optional:
View expense and receipt items by selecting Expenses and Receipts.
A maximum of 12 expense items are displayed in the report. To view all items, select View full report.
-
Approve or reject the report.
Note: You cannot accept or reject a report if the assigned approver has been modified or the report has been updated or closed.
| Decision | Action |
|---|
| Approve the report |
Select Approve. |
| Reject the report |
- Select Send back.
- Enter a reason for rejecting the report.
|