Case resolution using Inquiry resolution provider

The AI agent extracts invoice details and provide invoice inquiry case resolution. The AP agent is prompted to review the resolution. Upon confirmation from the AP agent, the case is updated with closure code and details.

始める前に

Role required: now_assist_panel_user,sn_ap_cm.agent

手順

1. Navigate to Source-to-Pay Workspace > List view > All work > Cases > New.
   The Create new case pop-up appears.
2. Select Invoice case.
   For more information on creating an inquiry case, see Invoice inquiry cases. Assign the case to the AP agent and the inquiry resolution provider AI agent is triggered.

タスクの結果

Now Assist panel displays the resolution plan and enables agents to review the AI-generated resolution plan. The closure code and closure details are auto updated in the Assignment Closure Details area if AP agent responds positively in the Now Assist panel.

関連タスク

• Case resolution using Inquiry resolution provider