Work with the Inquiry resolution provider

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Verify that the scope is set to Now Assist for Accounts Payable Operations.

    Role required: now_assist_panel_user, admin

    Procedimento

    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 Search icon and select Inquiry resolution provider.

      If you want to modify this AI agent, you can refer to . Adjust the settings for your specific needs, and activate the duplicated version of the agentic workflow.Invoice resolution provider

    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 is shown below.Define trigger
    7. Select Continue.
    8. In the Toggle display page, optionally you can enable the Display option to display AI agent output in the Now Assist panel.Toggle display
    9. Select Save and test.
    10. 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

    Exemplo

    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 as shown below. Resolution provider agent