Overview
The SmartBot Processing section provides detailed metrics on how incoming accounts payable emails are classified, processed, and resolved by the SmartBot. Use this section to monitor automation coverage, review processing outcomes, and identify opportunities for workflow improvement.
SmartBot Processing displays segmented data for emails processed, detected intents, and invoice submissions. You can use the date range selector to filter data by 1 Day, 7 Days, 30 Days, 365 Days, or a custom range.
Figure 1. SmartBot Processing panel
SmartBot Processing includes the following panels, each with its own interactive drill-down dialog:
Panel | Description |
|---|---|
Emails Processing | Bar chart of total emails processed, segmented by intent outcome and sender type. |
Intents Detected | Bar chart of detected AP request types (intents), with breakdown by sender type. |
Invoice Submissions | Bar chart of invoice submissions, segmented by sender type and processing outcome. |
Emails Processing
The Emails Processing panel displays a bar chart showing the total number of emails processed, segmented by intent outcome and sender type.
Actions available in the panel:
Hover over any bar to view a tooltip with counts and percentages by intent outcome or sender type.
Click any legend label (such as Single Intent, Multiple Intents, No Intents, or sender types) to show or hide that series in the chart.
Click any bar to open the interactive drill-down dialog for that segment.
Use the export icon to download the chart data in PDF, PNG, SVG, CSV, or XLSX format.
Table 1. Emails Processing fields
Field | Description |
|---|---|
Total Emails Processed | Total number of emails processed for the selected period. |
Single Intent | Emails with a single detected intent. |
Multiple Intents | Emails with multiple detected intents. |
No Intents | Emails with no detected intent. |
Enrolled | Emails from enrolled senders. |
Unenrolled | Emails from unenrolled senders. |
Internal | Emails from internal senders. |
External Cohort | Emails from external cohort senders. |
Internal Cohort | Emails from internal cohort senders. |
Unknown | Emails from unknown senders. |
Figure 2. Emails Processed – Example
Interactive Drill-Down for Emails Processing
Clicking a bar in the Emails Processing chart opens a dialog with a table listing all emails associated with the selected intent outcome or sender type.
Drill-Down Table Columns:
Column | Description |
|---|---|
Sender Name | Display name of the sender. |
Sender Address | Sender’s email address. |
Message | Email subject or preview. |
Received Date | Date and time the email was received. |
Vendor Name | Name of the matched vendor, if applicable. |
Task ID | Unique identifier for the associated task; clickable to open task details. |
Status | Current status of the task or email (e.g., NEW, OPEN and DONE). |
Available actions in the drill-down dialog:
Go to Email: Click the envelope icon under the Vendor Name column to open or view the specific email in your mailbox.
Export Data: Download the table as a CSV file (up to 10,000 rows per export).
Pagination: Navigate through multiple pages of results.
Rows per page: Adjust the number of rows displayed per page.
Intents Detected
The Intents Detected panel displays a bar chart showing the number of AP request types (intents) detected, with a breakdown by sender type.
Actions available in the panel:
Hover over any bar to view a tooltip with counts and percentages by intent or sender type.
Click any legend label (such as Payment Status, Remittance Advice, Invoice Submission, PO Info, Record Update, Short Pay Inquiry, or sender types) to show or hide that series in the chart.
Click any bar to open the interactive drill-down dialog for that intent or sender type.
Use the export icon to download the chart data in PDF, PNG, SVG, CSV, or XLSX format.
Table 2. Intents Detected fields
Field | Description |
|---|---|
Total Intents Detected | Total number of AP intents detected for the selected period. |
Payment Status | Requests for payment status. |
Remittance Advice | Requests for remittance advice. |
Invoice Submission | Invoice submission requests. |
PO Info | Requests for purchase order information. |
Record Update | Requests for record updates. |
Short Pay Inquiry | Inquiries about short payments. |
Enrolled | Intents detected from enrolled senders. |
Unenrolled | Intents detected from unenrolled senders. |
Internal | Intents detected from internal senders. |
External Cohort | Intents detected from external cohort senders. |
Internal Cohort | Intents detected from internal cohort senders. |
Unknown | Intents detected from unknown senders. |
Figure 3. Intents Detected – Example
Interactive Drill-Down for Intents Detected
Clicking a bar in the Intents Detected chart opens a dialog with a table listing all emails associated with the selected intent.
Drill-Down Table Columns:
Column | Description |
|---|---|
Sender Name | Display name of the sender. |
Sender Address | Sender’s email address. |
Message | Email subject or preview. |
Received Date | Date and time the email was received. |
Vendor Name | Name of the matched vendor, if applicable. |
Task ID | Unique identifier for the associated task; clickable to open task details. |
Status | Current status of the task or email (e.g., NEW, OPEN and DONE). |
Available actions in the drill-down dialog:
Export Data: Download the table as a CSV file (up to 10,000 rows per export).
Pagination: Navigate through multiple pages of results.
Rows per page: Adjust the number of rows displayed per page.
Invoice Submissions
The Invoice Submissions panel displays a bar chart showing the number of invoice submissions, segmented by sender type and processing outcome.
Actions available in the panel:
Hover over any bar to view a tooltip with counts and percentages by sender type or processing outcome.
Click any legend label (such as Enrolled, Unenrolled, External Cohort, Unknown, Invoice Transferred, Duplicate Invoice) to show or hide that series in the chart.
Click any bar to open the interactive drill-down dialog for that sender type or outcome.
Use the export icon to download the chart data in PDF, PNG, SVG, CSV, or XLSX format.
Table 3. Invoice Submissions fields
Field | Description |
|---|---|
Total Invoice Submissions | Total number of invoice submissions for the selected period. |
Enrolled | Invoice submissions from enrolled senders. |
Unenrolled | Invoice submissions from unenrolled senders. |
External Cohort | Invoice submissions from external cohort senders. |
Unknown | Invoice submissions from unknown senders. |
Invoice | Invoice file or identifier. |
Processing Outcome | Invoice Transferred, Duplicate Invoice, or other processing result. |
Figure 4. Invoice Submissions – Panel Example
Interactive Drill-Down for Invoice Submissions
Clicking a bar in the Invoice Submissions chart opens a dialog with a table listing all invoice submission emails associated with the selected sender type or processing outcome.
Drill-Down Table Columns:
Column | Description |
|---|---|
Sender Name | Display name of the sender. |
Sender Address | Sender’s email address. |
Sender Type | Classification of the sender (Enrolled, Unenrolled, External Cohort, Unknown). |
Received Date | Date and time the email was received. |
Invoice | Invoice file or identifier. |
Processing Outcome | Result of processing (e.g., Invoice Transferred, Duplicate Invoice). |
Task ID | Unique identifier for the associated task; clickable to open task details. |
Available actions in the drill-down dialog:
Export Data: Download the table as a CSV file (up to 10,000 rows per export).
Pagination: Navigate through multiple pages of results.
Rows per page: Adjust the number of rows displayed per page.
Tip:
Each interactive drill-down dialog is tailored to the panel you are viewing and provides direct access to detailed, actionable data.