Message Details Panel

Written by Uday Kumar Updated February 27, 2026 13:52

Overview

When you click any message in the Email List View of the SmartVendor AP Helpdesk Mailbox, the Message Details Panel opens. This panel provides a complete view of the selected AP Helpdesk message—its content, attachments, metadata, classification, and all available workflow actions—so you can review, process, and respond from a single screen.

Message Details Panel Layout

The Message Details Panel is typically divided into these key areas:

Table 1. Message Details View – Areas & Descriptions (AP Helpdesk)

Area / Section	Description
Navigation & Header	Back and next/previous controls, detected intent (e.g., RequestForPaymentStatus, RequestForRemittanceAdvice, ShortPayInquiry, RequestForPOStatus), and applied AP Helpdesk labels.
Message Summary	Sender, recipients, subject, timestamp, and read/unread status control.
Message Body & Attachments	Full email content and list of all attached files (e.g., invoices, remittance advice, statements, supporting documents).
Documents Created / Not Created	(If enabled) Status of documents generated from attachments and options to create new documents (e.g., AP invoice records).
Message Metadata & Classification	System metadata such as direction, processing state, detected intent, label set, sender type, and record match.
Action Buttons	Controls to reply, forward, label, archive, and more, tailored to AP Helpdesk workflows.

Figure 1. AP Helpdesk Message Details Panel

At the top of the panel:

Back Arrow (←): Returns you to the Email List View for the current folder/label/filter.
Previous / Next (＜ / ＞): Moves to the previous or next message in the current list without returning to the main view.
Header Info: Shows the detected message intent and any applied AP Helpdesk labels, such as:
- RequestForPaymentStatus, PaymentStatusSent, PaymentStatusNotSent
- RequestForRemittanceAdvice, RemittanceAdviceSent, NoPaymentInfo
- ShortPayInquiry
- RequestForPOStatus, POStatusSent, POStatusFound, POStatusAllUnavailable, POStatusSomeAvailable
- NeedsHumanAttention, NoInvoicesFound, SomeInvoicesFound, InvoiceAlreadyRecorded, etc.

This header gives you an at‑a‑glance understanding of what the message is about and what automation has already done.

Message Summary

The summary area displays key envelope information:

Table 2. Message Summary Fields (AP Helpdesk)

Field	Description
Sender Details	Name, email address, and (if available) organization, often with avatar or initials. Helps distinguish vendors from internal senders (InternalSender, ExternalCohortSender, etc.).
Recipients	All To and Cc addresses included on the message (e.g., AP Helpdesk shared mailbox, AP distribution lists, or business users).
Subject	Full email subject line, displayed prominently (e.g., “Payment status for invoice 12345” or “Request for PO status”).
Timestamp	Exact date and time when the message was received or sent.
Mark Read/Unread	Button or toggle to change the read status; useful for signaling ownership and progress across the AP Helpdesk team.

Message Body and Attachments

The main content area shows:

Full Message Body
Complete email content with original formatting, including all questions, clarifications, and AP‑related instructions (for example, “Please confirm payment date”, “Why is this invoice short paid?”, “Send remittance advice”, “Provide PO status”).
Attachments List
Icons and file names for each attached document, such as:
- Invoice PDFs
- Remittance advice PDFs
- Bank statements or payment confirmations
- Vendor statements
- Spreadsheets or images with supporting details

You can click any attachment name to view or download the file for reconciliation, investigation, or audit.

Documents Created / Not Created

If document creation is enabled for AP Helpdesk, this section summarizes how attachments have been processed within SmartVendor:

Documents Created:
- Lists attachments that have already been converted into SmartVendor documents (for example, AP invoice records for an InvoiceSubmission email).
- Typically shows information such as Attachment Name and # of Documents Created.
- Clicking the created document count navigates directly to the corresponding document detail page.
Documents Not Created:
- Lists attachments that have not yet been converted into SmartVendor documents.
- Provides a Create a Document option to initiate document creation from selected files when appropriate (for example, turning an invoice PDF from a Helpdesk email into an AP Invoice record).

This view makes it easy to see which invoice or remittance attachments from Helpdesk conversations have already been processed and which still need action.

Message Metadata and Classification

A dedicated metadata panel (usually on the right) shows system and workflow attributes for audit, routing, and troubleshooting:

Table 3. Message Metadata Fields (AP Helpdesk)

Field	Description / Example
Message ID	Unique system identifier for the message, used for tracking and audit.
Direction	Whether the message is Inbound (received from a vendor, partner, or internal user) or Outbound (sent by AP Helpdesk).
Sender Type	Classification such as InternalSender, ExternalCohortSender, InternalCohortSender, UnenrolledSender, or UnknownSender.
Processing State	Workflow state for related tasks (e.g., Done, In Progress, Stalled).
Intent Match	Detected message intent, such as RequestForPaymentStatus, ShortPayInquiry, RequestForRemittanceAdvice, RecordUpdateRequest, RequestForPOStatus, InvoiceSubmission, etc.
Labels (Classification)	Full list of applied AP Helpdesk labels (e.g., NeedsHumanAttention, PaymentStatusSent, SomeStatusesNotSent, InvoiceAlreadyRecorded, NoInvoicesDetected, DomainMatch, ContactError).
Attachments Table	Detailed list of attachments (file name, file type such as PDF/CSV/Image, and sometimes document classification like Invoice or Other).
Record Match	Linked records, such as matched vendor, account, or invoice set related to the inquiry.

This information is especially useful for audits, compliance reviews, and SmartBot troubleshooting when investigating how a message was classified and handled.

Available Actions on Message Details

From the Message Details Panel, you can act on the helpdesk message without leaving the screen:

Table 4. Message Actions (AP Helpdesk)

Action	Description
Reply	Compose and send a response directly to the sender (and optionally other recipients); commonly used to send payment status, remittance advice, PO status updates, or clarifications.
Forward	Forward the message and its attachments to other internal or external recipients (for example, another AP team, procurement, or a business owner).
Print to PDF	Export or print the message (and sometimes attachments) to PDF for offline review, evidence, or audit records.

Using these controls, AP Helpdesk users can review content, verify attachments, respond to vendor and internal inquiries, trigger document creation when needed, apply workflow labels, and close out work—all from a single consolidated view.