How Can You Get the Best Results from Payments Agent?
Payments Agent works best when prompts include clear business context and are aligned with the assistant capability being used.
Use the following guidelines to improve the relevance of responses and streamline your interactions with Payments Agent.
| Area | Guidance | Example |
| Getting started | Begin by reviewing Insights, selecting a Suggested Prompt, or entering a natural language request in the Ask Oracle bar. Suggested Prompts help you quickly start common payment activities. | Select a Suggested Prompt such as "Show PPRs requiring attention" to begin investigating payment execution issues. |
| Scope | Payments Agent returns a limited set of records optimized for conversational review. Include additional filters to narrow the results and focus the analysis. | Instead of: "Show payment runs" use: "Show PPRs requiring attention for Vision Operations in USD." |
| Review and export larger result sets | Payments Agent displays a limited number of records in the conversational response. When additional records are available, open the results in Canvas view for a more comprehensive review. You can then use the download action in Canvas view to export the results in a Microsoft Excel-compatible format for further analysis. |
“Show payments rejected or failed this month for Vision Operations.” Open the results in Canvas view to review additional records or download the available results. |
| Prompt format | Use quotation marks for multi-word business values when referencing Business Units, suppliers, templates, or payment process requests. | "Show payment outflow for Business Unit 'Vision Operations' in USD for the next 6 weeks." |
| Payment Options inputs | Payment optimization analysis works best when both Business Unit and currency are provided. | "What financing programs are available for evaluating upcoming payments for USD and Vision Operations business unit?" |
| Analysis horizon | If no time horizon is specified, Payment Options analysis defaults to 6 weeks. You can select a different horizon to meet your analysis needs. | "Show payment outflow for Vision Operations in USD for the next 9 weeks." |
| Payment Execution review | Payment Execution results may include information from both payment process requests and payment files. Use filters and related status details when investigating operational issues. | "Show payment files pending acknowledgment." or "Show PPRs requiring attention." |
| Insight drilldown | Insights provide a starting point for investigation. If additional detail is required, continue the analysis in the appropriate assistant using more specific filters and queries. | After opening a Payments rejected or failed insight, ask: "Show payments rejected or failed this month for Vision Operations." |
| Supplier offers | Payments Agent currently supports one-time Dynamic Discounting offers. Use Payments Agent to evaluate opportunities, create draft offers, and manage supplier follow-up activities. | "Create draft offers for Supplier A and Supplier B for the next 6 weeks in USD for Vision Operations." |