1. New and Updated Features
AR Helpdesk: Collaborative Mode
SmartCustomer AR Helpdesk Collaborative Mode is a unique, human-in-the-loop user experience for AR teams desiring greater SmartBot processing oversight, with flexibility to review, edit, approve SmartBot processing outcomes and contents of SmartBot replies. With this limited availability release, Collaborative Mode can be enabled via settings page of SmartFlow Skills Management wizard for SmartCustomer AR Helpdesk. To get access to Collaborative Mode in AR Helpdesk please contact support@auditoria.ai or your Customer Success Manager.
Collaborative Mode introduces the following:
- SmartBots add Review Tasks for all enrolled, unenrolled, and internal sender emails.
- SmartBot replies are generated as drafts, are editable, and sent only after user review and approval.
- SmartBot actions, such as adding notes and labels, are executed when Review Tasks are marked DONE.
- Emails can be reprocessed after enrolling contact matched, unenrolled vendor records directly from Review Tasks.
- Emails can be reprocessed after adjusting intents detected (add/remove) and extracted values (add/remove).
Google Workspace and Microsoft 365 Email connectors: Persistence of error strings
Errors encountered during connections to mailboxes are now persisted across sessions to facilitate troubleshooting.
Platform: Sunsetting of Vendor W-9 Data Refresh and or Vendor Onboarding
"Vendor W-9 Data Refresh" and "Vendor Onboarding" are no longer supported as independent SmartFlow Skills.
AP Invoices (fka Vendor Invoice Data Extraction): Cost Center Should be Include in Bill Classification Defaults for Workday Financial Management
For AP Invoices (fka Vendor Invoice Data Extraction) customers that use Workday Financial Management, users can choose to have default bill coding rules at a Vendor level. The default field options are Spend Category and Cost Center. These can be set in the Vendor Business Object under “Bill Classification Defaults.” If values are set for a vendor, then vendor bills without Purchase orders will automatically be coded to include the values set for Spend Category and Cost Center.
Platform: Adjustments to the framing of configuration screens
Enhancements to the UI frames used in the display of SmartFlow Skills configuration.
2. Fixed Bugs
None.
3. New Known Bugs
None.