Customize Now Assist for Accounts Payable Operations (APO) to use the Virtual Agent chat
Configure the Now Assist virtual agent as an admin to enable supplier contacts to use generative AI skills in the Source-to-Pay Workspace and Core UI.
Before you begin
Role required: admin
About this task
Use the Now Assist Admin console to configure Now Assist for APO. This console contains everything that you need to install the plugins and configure the generative AI skills. For additional information, see Overview tab in Now Assist Admin.
Procedure
Install the Now Assist for Accounts Payable Operations (APO) plugin (com.snc.sn_ap_gen_ai).
- For information about the plugin dependencies and plugin activation order, see Supporting information for Now Assist for Supplier Lifecycle Operations (SLO).
- For information about the installation process, see Install Now Assist plugins.
- Navigate to All > Conversational Interfaces > Assistants.
From the list of existing LLM Virtual Agents, select Now Assist in Virtual Agent - Supplier.
Review the details about Virtual Agent by selecting Overview and then selecting Save and continue to go to the next step in Guided Setup.
Review the selected conversational skills by selecting Now Assist skills and then selecting Save and continue to go to the next step in Guided Setup.
Review the selected portal by selecting Display experience and then selecting Save and continue to go to the next step in Guided Setup.
Review the search sources by selecting Information Sources and then selecting Save and continue to go to the next step in Guided Setup.
Review the branding information by selecting Branding and then selecting Save and continue to go to the next step in Guided Setup.
Review the structure of the chat experience by selecting Chat experience and then selecting Save and continue to go to the next step in Guided Setup.
Review all the details by selecting Review and then selecting Turn on.