When you begin setting up or editing a SmartVendor instance with only AP Helpdesk enabled, you are presented with an introduction screen outlining the configuration sequence.
Figure 1: SmartVendor Workflow Introduction Screen
The configuration workflow is tailored to AP Helpdesk and typically includes up to five steps:
Connection
Connect your ERP system and AP mailbox.Settings
Configure general settings for the SmartVendor instance.AI Agent Replies
Enable and customize automated AI Agent replies for supplier communications.Intents & Outcomes
Define the business intents (such as invoice submission, payment status requests, and remittance advice) and expected outcomes for automation.Save and Run
Review your configuration and activate the SmartVendor instance.
Cancel Button: Click Cancel (top right) at any time to exit the configuration process.
The current step is always highlighted, and any steps not relevant to your configuration are omitted from the progress bar and navigation.
Note:
The number of configuration steps may vary depending on your organization’s settings and whether replies or intents are enabled. For AP Helpdesk only, you may see up to five steps as described above.