Use Now Assist for Supplier Lifecycle Operations (SLO) in a Virtual Agent chat
Use the conversational interface of Now Assist for Supplier Lifecycle Operations (SLO) to request contextually relevant generative AI capabilities through a Virtual Agent chat.
Role required: sn_supplier_gen_ai.now_assist_supplier
As a supplier, you can use the predefined topics (chatbot conversations) that are designed to help you complete self-service tasks. You can manage a profile, manage users, submit a request, track request status, or connect to a live agent by using contextual generative AI capabilities.
To start a conversation, navigate to and select the Virtual Agent chat icon (
).
The following example shows the starting screen for the Now Assist for SLO in a Virtual Agent chat.
Then, you select Show all my options as shown in the following example.
Using a predefined topic to update the bank details
As a supplier contact, you can update your existing bank details or submit a new one by selecting . You could also directly start entering the instructions.
You must enter the email address that is associated with your organization's account to update your bank details. Follow the instructions in the chat to complete the procedure as shown in the following example.
You must upload proof of the beneficiary's bank account to edit the request.
Select Yes, submit to create a supplier case.
Using a predefined topic to update the location details
As a supplier contact, you can add a new location or remove an existing one by selecting . You could also directly start entering the instructions.
For example, enter Add new location details in the chat to add a new location. Select a country from the list and follow the prompts in the chat to complete the procedure as shown in the following example.
Select Yes, submit to create a supplier case.
Using a predefined topic to update the profile details
As a supplier contact, you can update the profile details by selecting . You could also directly start entering the instructions.
Select Edit request to update the profile details and enter the profile details that you want to update. Follow the prompts in the chat to complete the procedure.
Select Yes, submit to create a supplier case as shown in the following example.
Using a predefined topic to submit a request
As a supplier contact, you can submit a request by selecting . You could also directly start entering the instructions.
Enter Supplier inquiry in the chat, describe the case, and select a supplier contact from the list to create a request as shown in the following example.
Select Yes, submit to create a supplier case.
Using a predefined topic to track a request status
As a supplier contact, you can track a request status by selecting . You could also directly start entering the instructions.
For example, enter I want to know the status of SCASE0001156 in the chat to view the status of the request as shown in the following example.
Using a predefined topic to enroll a new user
As a supplier contact, you can enroll a new user by selecting . You could also directly start entering the instructions.
Enter the work email address of the new user and select if you want this new user as the primary contact as shown in the following example.
Select Yes, submit to create a supplier case.
Using a predefined topic to remove a user account
As a supplier contact, you can remove a user account by selecting . You could also directly start entering the instructions.
Enter the name of the user or the email address of the user account that you want to remove. Enter the email address of the user who will take over the tasks that were delegated to the removed user. You must also provide a reason for offboarding this user. The following example shows how to remove a user account.
Select Yes, submit to create a supplier case.
Using a predefined topic to request an access change
Select the urgency of the access change, such as low, moderate, or high. Enter the reason for requesting the access change from secondary to primary as shown in the following example.
Select Yes, submit to create a supplier case.
Using a predefined topic to connect to a live agent
As a supplier contact, you can connect to a live agent by selecting .
Select Supplier management team to connect to a live agent as shown in the following example.
Additional Information
Now Assist in Virtual Agent provides your users with an interactive generative AI experience. A friendly, natural language conversation is easier to understand and makes supplier contacts more comfortable with talking to a bot. To learn how a conversation that is powered by generative AI might look in Virtual Agent, see Using Now Assist in Virtual Agent.
As an administrator, you can use the Now Assist in Virtual Agent Analytics dashboard to monitor the performance of Now Assist in Virtual Agent as a self-service deflection tool. To learn more, see Analyzing Now Assist in Virtual Agent. Now Assist in Virtual Agent Analytics calculates the conversation deflection rate that is based on the resolution status associated with Now Assist query responses. For more information, see Understanding conversation deflection rate.
For detailed information on Now Assist in Virtual Agent in general, and Now Assist for SLO in particular, see Explore Now Assist for Supplier Lifecycle Operations (SLO).
For information on configuring Now Assist for SLO, see Configure Now Assist for Supplier Lifecycle Operations (SLO).