The Task Details view provides a unified workspace for reviewing and resolving both User Tasks and SmartBot Tasks in AP Helpdesk. Access Task Details by clicking any Task ID in the Tasks List.
Overview
Task Details displays all relevant information and controls necessary for a thorough, auditable review and completion of a task. The layout and available actions are consistent for both User Tasks and SmartBot Tasks, with some controls available only for User Tasks.
What you see
Email Thread
The inbound email and any related thread are displayed, including SmartBot-detected intent and processing status labels. This allows you to confirm the sender’s request and how it was classified. You can click on Internal Sender Emails to be redirected to the related mailbox thread.SmartBot Draft Reply
If the sender is enrolled and the detected intent supports a draft response, a draft reply appears beneath the email for review. You can edit or discard the draft as needed. Before sending, you may attach files such as payment history, payment status, or remittance advice documents.Intent and Values Management
Detected intent(s) are shown, indicating how SmartBot classified the request. You can add or remove intents, and supply or correct extracted data (such as invoice ID or payment amount). After making changes, click Save & Reprocess to update the task logic.Assignment and Status
The side panel displays summary information, including Task ID, Task Type, Priority, timestamps, Status (New, Open, Done), and Assignee. Use Assign To Me to claim unassigned tasks. Managers can assign or reassign tasks as needed.Metadata and Audit
The Message Metadata panel provides technical context, including Message ID, Direction, Sender Type, Processing State, Intent Match, Attachments, and Record Match. The Task History panel offers a time-stamped log of creation, assignment, edits, sends, and status changes.Navigation and Completion
Use the Previous and Next buttons to move through the filtered queue. After approving a reply, click Send, then update Status to Done. Completed tasks are removed from the default view but can be accessed by adjusting the Status filter.