Overview
The AP Helpdesk SmartBot Activity Summary provides a high-level overview of mailbox activity and automation outcomes for accounts payable operations. Use this section to quickly assess the volume and type of incoming requests, the effectiveness of automated responses, and the overall health of your AP Helpdesk mailbox.
When you open the Dashboard, the AP Helpdesk SmartBot Activity Summary is displayed by default. This section supports expand and collapse—select the caret next to the section title to show or hide the panel.
Figure 1. AP Helpdesk SmartBot Activity Summary panel
The AP Helpdesk SmartBot Activity Summary includes the following panels:
Panel | Description |
|---|---|
Mailbox Metrics | Displays a snapshot of email volume and sender types for the selected date range. |
Intents and Outcomes | Visualizes the distribution of detected request types (intents) and SmartBot’s automated replies. |
Mailbox Metrics
The Mailbox Metrics panel summarizes overall email traffic for the selected period. It displays counts segmented by sender and message type, including enrolled vendors, unknown contacts, and internal senders.
Table 1. Mailbox Metrics fields
Field | Description |
|---|---|
Emails Received | Total number of emails received in the mailbox. |
Enrolled Sender Emails | Emails from registered, known vendor contacts. |
Unknown Sender Emails | Emails from unrecognized or new senders. |
Emails Sent | Outbound emails sent from the mailbox (automated or manual replies). |
Unenrolled Sender Emails | Emails from registered domains, not fully enrolled as vendors. |
Internal Sender Emails | Emails originating from within your organization. |
System Sender Emails | Emails from the configured system. |
External Cohort Emails | Emails from known outside groups related to vendor domains. |
Internal Cohort Emails | Emails from internal business units or related domains. |
Figure 2. Mailbox Metrics example
Intents and Outcomes
The Intents and Outcomes panel provides a visual summary of the types of AP requests (intents) entering the mailbox and how SmartBot addressed these inquiries (outcomes). Pie charts display the proportion of each request type and the share of automated replies.
Table 2. Intents and Outcomes fields
Field | Description |
|---|---|
Inquiries Received | Breakdown by recognized AP intent (e.g., Invoice Submission). |
SmartBot Replies | Breakdown of inquiries that received automated replies. |
Invoice Submission | Requests detected as invoice submissions. |
Request for Payment Status | Inquiries about payment status. |
Request for PO Status | Inquiries regarding purchase order information. |
Request for Record Update | Requests for updates to vendor or transaction records. |
Request for Remittance Advice | Requests for remittance or payment advice. |
Short Pay Inquiry | Inquiries regarding short payments. |
Figure 3. Intents and Outcomes example
Actions
Date range selector: Filter the summary by 1 Day, 7 Days, 30 Days, or 365 Days.
Hover for details: Hover over any chart element to view counts and percentages.
Drill-down: Click a chart segment to open a dialog with row-level data.
Export: Use the export icon to download data in CSV, PDF, PNG, SVG, or XLSX format (where available).
Tip:
Expand or collapse the AP Helpdesk SmartBot Activity Summary to focus on the information most relevant to your workflow.