Generate email response for invoice case

Generate email response for invoice case.

시작하기 전에

Role required: ap_agent or ap_specialist

이 태스크 정보

The Email response for invoice case skill uses invoice case details such as case type, short description, description, work notes, activity stream, additional comments, related records, and relevant knowledge base articles to compose an email response. You can also use this skill to elaborate, shorten, or change the tone of your email draft.

프로시저

1. Navigate to Workspaces > Source-to-Pay Workspace.
2. Select the list icon ().
   A list of options within the workspace is displayed.
3. Select Invoices >All invoices.
4. Select an invoice case.
   The case detail view appears.
5. In the Email tab, click anywhere within the email body text box.
6. Generate an email draft by selecting the Now Assist icon .
7. Select Insert.
8. 옵션: Select Refine to elaborate, shorten, or change the tone of an email body.
9. 옵션: Apply templates by selecting the template icon.
   The email response is generated for the invoice case.