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About apexanalytix | Agents

Our generative AI-enabled Agents are designed to swiftly learn and absorb your company's policies, requirements, documentation and more. This ensures accurate, conversational support for any query that comes its way— whether it is from suppliers, customers, or internal users.

Integrate Agents with Your Existing Helpdesk Systems

Integrating Agent for Transaction Questions into your existing helpdesk systems can help manage transaction-related inquiries in a way that is scalable and efficient. Suppliers receive the answers they need quickly so AP teams can maximize productivity while lowering operational costs.

 

 

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Benefits

When a supplier submits an inquiry through a client's helpdesk support ticketing system, like Freshdesk, those questions can now be answered by apexanalytix's Generative-AI technology, with no human intervention needed.

Supports a Larger Volume of Questions

Agent for Transaction Support seamlessly integrates with a client’s existing helpdesk ticketing system and support email, empowering a comprehensive support ecosystem that efficiently handles any volume of inquiries coming through.

The integration amplifies Agents’ scope, enabling it to tackle more complex and nuanced questions from a broader range of stakeholders, including suppliers, customers, and employees across all business functions.

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Data-driven Responses

When a supplier asks a transaction-specific question through a client’s helpdesk ticketing system, Agents can tap into the data available within the apexanalytix portal.

 

Responses will be data-informed, detailed, accurate, and personalized, eliminating the need for manual intervention by employees.

 

Examples of transaction-specific questions that Agent for Transaction Support can address include:

 

  • Payment status inquiries, such as “When will I get paid?”
  • Invoice submission confirmations, like “Did they receive the invoice I submitted yesterday?”
  • Reporting requests, such as “Can you show me a report of invoices pending for the next 30 days?”
  • Early Discount eligibility queries, and more!
Integrate your existing data sources

How it Works

  • The user submits a question or inquiry through a client’s existing ticket platform, Helpdesk or Support Email.

 

  • Agent references client-specific knowledgebases based on information learned from previously uploaded documents. It may also query the client’s apexanalytix data to extract relevant information to answer the question.

 

  • Agent will compose a response to the user’s inquiry, including data extracts and relevant documentation. The response is funneled back through the original source whether a support email or ticketing system.
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Product Features & Capabilities

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Generative AI Automated Response Handling

Generative AI enables Agent to quickly respond to user inquiries with human-like conversational abilities and no human intervention needed. This helps user interactions feel natural and engaging and ensures they receive accurate yet meaningful responses tailored to their needs.

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Escalation Management

If Agent cannot provide an answer, the support ticket will be routed to a human support agent. This may happen because the question is not answered in the knowledgebases or the user asks the same question multiple times and seems unsatisfied with the response.

Clients can also escalate specific inquiries to their internal support teams.

Value Reporting

Enhanced Supplier Insights

The apexanalytix team can collaborate with clients to monitor and analyze user inquiries and activity via chatbots, identifying potential issues or areas of concern.

For example: “What questions are most frequently asked by suppliers?” “What segment of suppliers are asking those questions?”

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User Segmentation

Clients can establish segment-based knowledge bases with access to documentation relevant to them. This allows for responses to be tailored appropriately and ensures that information is disclosed only to the correct user segment. Segments can be created based on role, industry, supplier type and more.

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Easy to Update Policies and Documentation

Have an update to a policy? Simply upload the document and Agent can learn it in about 10 seconds for documents less than fifty pages and up to 3 minutes for documents over fifty pages.

Over time, Agent can adapt and have accurate, updated responses by analyzing the latest information entered and learning from user interactions.

Onboard

Integration with Existing Helpdesk systems

Supports API integration with various ticketing systems and email support for inquiries. Integration supported with API for Freshdesk, Zendesk, ServiceNow or a support mailbox.

Product Feature

Client-Specific Knowledgebase

A knowledgebase is tailored to client-specific manuals, documentation, policies and data.

Document-aware

Agent "How to" Questions module includes a set of document-based knowledgebases that are also included in Agent for Tansaction Questions such as:

• Public Policies
• Industry-Specific Compliance Requirements
• Private Documentation



Portal Data

Agent integrates effortlessly with your portal’s supplier data, allowing users to ask specific questions and receive accurate, data-driven answers.

• Vendor profile
• Invoice data
• Vendor activity
• Compliance status
• Risk data

External Systems

Enable API integration with various ticketing systems and email support for inquiries.

• Ticketing systems
• Freshdesk
• Zendesk
• ServiceNow
• Support email inbox
• ERPs and other third-party systems

Technical Specifications

Security

Agents are hosted within the apexanalytix AI infrastructure, ensuring secure and confidential interactions. Being disconnected from any public Cloud eliminates the risk of internet exposure and maintains the highest level of security.

No Public Internet Exposure

  • No Public Internet Exposure

  • No Unauthorized Access

  • No Data Tampering

No Public Internet Exposure

With no public cloud infrastructure, there is no risk of data being exposed to the internet, reducing the likelihood of cyber-attacks and data breaches.

No Unauthorized Access

Agent is designed to prevent unauthorized access, ensuring only authorized personnel can access our client’s data. Furthermore, you can segment what user has access to what level of information. For example, the technology will recognize if a supplier is logged in versus an internal employee and will not give out information not authorized to the user asking the question.

No Data Tampering

With our private infrastructure and client-specific knowledgebases, we can ensure that our client’s data is not tampered with or altered in any way. Our clients decide what information Agent knows. And the data in Agent will be private and protected at all times.

Ready to Roar?

Fill out our contact form and we will be in touch shortly to discuss how the apex platform can increase your accounts payable department's efficiency with self-service tools.

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