Purpose
Before you begin using AP Helpdesk, ensure the following prerequisites are met:
1. Supported ERP and Mailbox Integrations
ERP System:
AP Helpdesk supports integration with leading ERP platforms, including Workday, Sage Intacct, NetSuite, Coupa, and Universal ERP connectors.Mailbox:
A shared accounts payable (AP) mailbox must be available and connected. Supported mailbox types include Gmail and Microsoft 365 (O365).
2. User Roles and Access
User Accounts:
Users must be provisioned in AP Helpdesk with appropriate roles, such as Analyst, Specialist, Manager, or Admin.Permissions:
Users require sufficient permissions in both AP Helpdesk and the connected ERP system to view, process, and manage AP records.
3. Vendor and Master Data Readiness
Vendor Records:
Supplier and vendor master data should be up-to-date in your ERP system to enable accurate sender classification and automation.Contact Lists:
Supplier and internal contact lists should be synchronized to maximize automation and ensure secure processing.
4. Mailbox Configuration
Mailbox Access:
AP Helpdesk AI Agent must have access to the shared AP mailbox for continuous monitoring and processing.Mailbox Cleanliness:
It is recommended to use a dedicated mailbox for AP Helpdesk to avoid processing unrelated emails.
5. Initial Setup and Configuration
Connector Setup:
ERP and mailbox connectors must be configured and tested for data synchronization and email ingestion.AI Agent Configuration:
Use the self-service AI Agent configuration interface to enable and customize supported business intents, such as invoice submission, payment status requests, and record updates.
6. Security and Compliance
Data Security:
Ensure all user access and data flows comply with your organization’s security and compliance requirements.Audit Readiness:
All actions and changes are logged for audit purposes.