When you begin setting up or editing a SmartCustomer instance with only AR Helpdesk enabled, you are presented with an introduction screen outlining the configuration sequence.
Figure 1: SmartCustomer Workflow Introduction Screen
The configuration workflow is tailored to AR Helpdesk and typically includes up to five steps:
Connection
Connect your AR system of record and the AR helpdesk mailbox.Settings
Configure general settings for the SmartCustomer AR Helpdesk instance.SmartBot Replies
Enable and customize automated SmartBot replies for customer AR communications.Intents & Outcomes
Define the business intents (such as invoice copy requests, account balance or statement requests, and payment status inquiries) and expected outcomes for automation.Save and Run
Review your configuration and activate the SmartCustomer AR Helpdesk 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 AR Helpdesk only, you may see up to five steps as described above.