Who this is for. AP Helpdesk Analysts and Managers.
The dashboard reports what the agent has been doing against one mailbox: how much mail arrived, what it was about, what the agent did with it, and what is waiting on a person.
Open the dashboard
In the left navigation rail, select SmartVendor.
Select the Dashboard tab.
Set the scope before reading anything
Above the tabs are two selectors, ERP and Mailbox. Every number on the dashboard belongs to the pair you have selected.
This matters more than it appears, because the mailbox also decides which tabs and which panels you get. Select a mailbox that runs AP Invoices only and the AP Helpdesk panels are not there to read. Check the selectors before concluding that a panel is missing.
The panels
A tenant running both AP Invoices and AP Helpdesk gets panels for both, one under another. The AP Helpdesk panels are these.
Table 1. The AP Helpdesk dashboard panels.
Panel |
What it answers |
|---|---|
AP Helpdesk Activity Summary |
What arrived and what the agent did with it, as AI Agent Metrics, Mailbox Metrics, and Intents and Outcomes. |
Mailbox Intelligence |
Inbound and outbound volume, and who is writing to you. |
Agent Processing |
What the agent detected: business intents, macro intents, and how they break down by sender type. |
SOR Insights |
The quality of the vendor data the agent answers from: enrollment, contacts, and duplicates. |
Prioritized Tasks |
What is waiting, in the order worth working. |
Panels named for documents, invoices, or vendors above these belong to AP Invoices. They are covered in the AP Invoices documentation.
Panels that depend on collaborative mode
Two further panels, Tasks Overview and Tasks and Utilization, report the task queue and how the team is working it. They appear only where the instance runs in collaborative mode.
If you cannot find them, the instance is not in collaborative mode rather than the panels being switched off individually. See Settings.
Reading a panel
Time range. Each panel carries its own selector, offering 1 Day, 7 Days, 30 Days, and 365 Days. Ranges are set per panel, so two panels can be showing different periods at once.
Last updated. Panels state when they were last refreshed, and carry a refresh control.
Export. Most panels export their data.
Drill down. Selecting a figure or a segment opens the records behind it.
A panel reading zero across the board usually means the range is shorter than the period with activity. Widen the range before treating it as a data problem.
Figure 1. The dashboard, with the ERP and Mailbox selectors above the tabs.