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Setting up Advanced Work Assignment › Advanced Work Assignment for Source-to-Pay Operations › Configure › Sourcing and Procurement Operations › Finance and Supply Chain
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure Agent Chat for Source-to-Pay Workspace

Use Agent Chat Settings to configure Agent Chat for Source-to-Pay Workspace.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Conversational Interfaces > Settings > Agent Chat.

  2. In the User Experience section, swipe the Agent names and avatars toggle switch to the right to enable this option.

  3. In the Configurable Toolbar Controls section, select View All.

    The Quick Action Toolbar Controls is displayed.

    Add or update the quick action shortcuts for live agents in Agent Chat. For more information about configuring the toolbar controls, see Setting up quick action toolbar controls.

  4. Select Save.

Parent Topic:Setting up Advanced Work Assignment for Source-to-Pay Operations