Work with the Inquiry resolution provider

Use the Inquiry resolution provider agent to generate resolutions to invoice inquiry cases that are raised by suppliers and employees.

Before you begin

Set the scope to Now Assist for Accounts Payable Operations.

Role required: now_assist_panel_user, admin

Procedure

1. Navigate to All > AI Agent Studio > Create and manage.
   The Manage agentic workflows and AI agents page appears.
2. Select AI agents.
3. Use the search icon and select Inquiry resolution provider.

   To modify this AI agent, refer to Modify an AI agent. Adjust the settings for your specific needs and activate the duplicated version of the agentic workflow.

4. Review the information in the Define the specialty page, and then select Continue.
   The Define the specialty page is read-only.
5. Review the information in the Add tools and information page, and then select Continue.
   The Add tools and information page is read-only.
6. Select Define trigger >Resolution provider trigger > Status > Active.
   The Define trigger page appears.
7. Select Continue.
8. In the Toggle display page, you can enable the Display option to display AI agent output in the Now Assist panel.
9. Select Save and test.
   Flow designer automatically updates the Inquiry resolution provider flow as Invoice case - AI agent: Inquiry resolution provider - SysID.
10. In the Inquiry resolution provider flow, select the trigger and set the Run trigger to run once.
11. Select Done and Activate the flow.
12. Navigate to Test AI reasoning page to begin testing your agent.

    The agent executes the testing in AI Agent Studio.

Execute Invoice resolution provider agent

Example

Enter the objective of the task as Help me resolve invoice inquiry INVC0001001 and start test. The AI agent starts to execute and provides the resolution plan.

Related tasks

• Case resolution using Inquiry resolution provider