Categorize inquiry cases

  • Release version: Zurich
  • Updated November 13, 2025
  • 1 minute to read

    • Categorize incoming inquiry cases into sub-categories based on the description and short description of the invoice inquiry case using the Inquiry Classifier skill in the Now Assist for Common Finance and Supply Chain features application.

    Before you begin

    Role required: sn_fsc_genai.now_assist_fulfiller

    Incoming invoice inquiry case.

    Procedure

    1. Navigate to All > Accounts Payable Operations > Accounts Payable Workspace.
    2. Create an invoice inquiry case.
      For more information on inquiry case, see Work on an invoice inquiry case. The Inquiry Classifier AI skill analyzes the description and short description, auto-categorizes the incoming inquiries into sub-categories. Example: Payment inquiry

    Result

    The invoice inquiry case is auto-populated with sub-category without any manual intervention by an AP agent.