Make the invoice dispute assist workflow available in the Now Assist panel

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Configure the invoice dispute assist agentic workflow in AI Agent Studio to make it available to agents in the Now Assist panel in the CSM/FSM Configurable Workspace.

    Before you begin

    The application scope must be set to Manage Invoice Operations. You can change the application scope using the application picker in the Unified Navigation bar.

    Role required: sn_aia.admin

    About this task

    Agentic workflows that are installed with Now Assist applications aren’t automatically activated. You must activate the invoice dispute assist agentic workflow before it can be used in the Now Assist panel. After you enable the workflow, you can optionally promote it to make it appear as a suggested topic in the Now Assist panel for faster access.

    Procedure

    1. Navigate to All > AI Agent Studio > Create and manage.
    2. On the Manage agentic workflows and AI agents page, select the Agentic workflows tab.
    3. Select the Invoice Dispute Assist agentic workflow.
    4. From the navigation pane, select Select channels and status.
      You could leave the settings in the remaining tabs at their default values.
    5. On the Select channels and status page, enable the Engage via Now Assist panel option.
    6. Select Save and test.
    7. Optional: Promote the agentic workflow to add it to the list of suggested topics in the Now Assist panel.
      1. Navigate to All > Conversational Interfaces > Virtual Agent > Designer.
      2. On the Assistant Designer page, select the Agentic workflows tab.
      3. Narrow your search by selecting Now Assist Panel - Platform (default) from the Select assistant drop-down menu.
      4. Locate the Invoice Dispute Assist agentic workflow and select Promoted from the More actions icon .
      The invoice dispute assist agentic workflow appears as a promoted topic in the Now Assist panel, making it directly accessible to agents without requiring a search.

    What to do next

    Configure Chat Summarization to enable the summarization and recommendation features in Active Chat. For more information, see Configure chat summarization.