Agent assist in Finance Operations Workspace

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Agent assist displays relevant search results based on the search text. The text is defaulted with the short description of the finance case you’re working on.

    Agent assist is part of the contextual side panel in the Finance Operations Workspace. By default, it displays resolved finance cases. You can edit the search text, as required. These search results help you to work on the record.

    For resolved finance cases, the card displays the following:
    • Short description of the finance case
    • Finance case number
    • Current state of the finance case
    • The person to whom the finance case is assigned
    Select the card to view the following additional details of the case:
    • Date when the case was opened
    • Priority of the finance case
    • Group to which the finance case is assigned
    • Person to whom the finance case is assigned
    • Reason for closing the finance case

    You can also search for knowledge articles. Select the search resource icon and select Knowledge Articles to view the articles.

    Select a resource in Agent assist.

    The Agent assist component is configured and customized by admins in UI Builder. For more information about Agent assist component configurations, see Agent assist UIB setup.