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Configure Advanced Work Assignment for Accounts Payable Operations › Use › Accounts Payable Operations › Finance and Supply Chain
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure Agent chat for Accounts Payable Operations

Configure agent chat settings in Accounts Payable Operations to enable AP agents to interact with suppliers through live chat.

Before you begin

Role required: admin

Procedure

  1. Navigate to Source-to-Pay workspace > All > Conversational Interfaces > Settings > Agent control.
Image omitted: apo-agent-chat.png
Toggle agent names and avatars

  1. In the User Experience section, swipe the Agent names and avatars toggle switch to the right to enable this option.

  2. In the Configurable Toolbar Controls section, select View All.

    The Quick Action Toolbar Controls is displayed.

Image omitted: apo-quick-action-toolbar.png
View the quick action configurations
Add or update the quick action shortcuts for live agents in Agent Chat. For more information about configuring the toolbar controls, see [Configuring Agent Chat](../../conversational-interfaces/agent-chat/ci-agent-chat-configuring.md).
  1. Select Save.

Result

The agent chat settings are configured to interact with an Accounts Payable Operations agent.

Parent Topic:Configure Advanced Work Assignment for Accounts Payable Operations