Use the Payables Agent Home Page

The Payables Agent Home page combines inquiry, navigation, suggested prompts, and prioritized insights in one landing experience.

It gives users a consistent starting point for agent-assisted Payables tasks without requiring them to know which page, report, or task to open first.

Users can:

• Enter a natural-language request in Ask Payables Agent.
• Select a suggested prompt and provide only the parameters required for the inquiry.
• Find invoices, rejections, policy violations, and approval backlogs.
• Review Top Insights and open the full Insights experience.
• Continue the inquiry in the hybrid chat-and-canvas workspace.

Here are some suggested prompts:

Suggested Prompt	Purpose
Show me invoices with [Invoice Number], [Supplier Name], [Amount], [Invoice Creation Date From/To], and [PO].	Find a specific invoice or a narrowly defined invoice population.
Show me rejected invoices for [Supplier Name] and [Invoice Creation Date From/To] pending for greater than [7] days.	Identify aging import rejections that require correction.
Show me invoices with policy violations for [Supplier Name] and [Invoice Creation Date From/To] pending for greater than [7] days.	Review aging anomalies or control violations.
Show me invoices pending approval for [Stream], [Invoice Amount Range], and [Days Pending from Invoice Creation Date].	Identify approval bottlenecks and prioritize overdue approvals.

Prompt parameters are optional unless the request requires a particular value. Users can omit values to return broader results and add supplier, date, amount, stream, or aging criteria when a targeted result is required.

After a request is submitted, Payables Agent opens the related chat-and-canvas experience so the user can review the records, ask follow-up questions, and take an appropriate action in the relevant Payables page.

Effectively Using the Home Page

The Home page displays a personalized header, the Ask Payables Agent input, suggested-prompt menus, and Top Insights.

Insight cards are prioritized using the insight priority level and the recency of the last occurrence.

Use the following guidance when working from the Home page:

• Ask one focused question at a time. Don't combine several unrelated inquiries in one prompt.
• Populate only the prompt parameters that are relevant to the inquiry. Applying unnecessary criteria can exclude invoices or documents that still require review.
• Add details such as supplier, invoice number, invoice-creation date range, amount range, stream, status, or days pending when a targeted result is required.
• Use a specific date range or number of days pending when timing affects audit, period-close, or payment decisions.
• Review the returned records and supporting details before resolving, approving, escalating, or changing invoice work.
• Don't treat the first Agent response as the final business decision.
• Don't expect Top Insights to display every open issue. Select View All or open the applicable detail page when the complete insight population is required.

Don't include sensitive, confidential, or unnecessary information in free-form prompts. Provide only the business information required to find or analyze the applicable Payables work.