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Use › Features › Now Assist Finance Supply Chain › Finance and Supply Chain
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Categorize inquiry cases

Categorize invoice inquiry cases into sub-categories, based on case descriptions, using the Inquiry Classifier skill in Now Assist to route cases accurately and improve resolution speed.

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.

Parent Topic:Using Now Assist for Common Finance and Supply Chain features

Related topics

Summarize a purchase order by using Now Assist for Common Finance and Supply Chain features in Source-to-Pay Workspace