Enable Virtual Agent for Sourcing and Procurement Operations

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Enable Virtual Agent for Sourcing and Procurement Operations to start chatting with the Virtual Agent.

    Before you begin

    Role required: admin, virtual_agent_admin

    The base system provides predefined Virtual Agent topics (chatbot conversations). To customize, duplicate, and edit a topic, see Virtual Agent Designer

    Procedure

    1. Navigate to All > Conversational Interfaces > Virtual Agent > Designer.
    2. In the Category field, select PSM Virtual Agent Topics.
    3. In the Type field, select Topics.
    4. Select any topic to open it and view the conversation flow.
      • To use the topic in a conversation with no changes, select Publish.
      • To test the active, published conversation topic, select Test.
      • To duplicate the topic so you can customize it, select Duplicate. Enter a name for the duplicate topic and select Save.
      Note:
      It is recommended that you use the conversation flow as delivered for optimum results.