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Challenge

Searching for answers stifles productivity.

When inquiries arise, searching through various documentation answers can lead to longer response times, operational inefficiencies and delays.

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Solution

Connect the dots, documents and data.

 

 

When managing supplier requests becomes challenging and time-consuming, it can lead to inefficiencies in other areas of the business.

 

Introducing apexanalytix Agents, a private generative AI chatbot assistant that swiftly learns company’s policies, requirements, documentation and data to provide conversational support for any query— from suppliers, customers, or internal users.

 

By reducing the volume of phone calls and email exchanges, Agents ensures everyone gets the answers they need when they need them, with no wait time. This ultimately results in a better customer experience and improves business outcomes.

 

 

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Capabilities

The apexanalytix advantage.

AI Insights

Human-like Interactions

No one likes to talk to a pre-recorded automated answering system. Agent's conversational abilities make interactions feel natural and engaging. Ensuring users receive accurate and meaningful responses tailored to their needs.

Secure

Ultimate Data Protection

Our Agent is managed in apexanalytix's proprietary, secure cloud. Your data will be private and protected at all times and will never be accessible to the public.

Help-Desk

User Knowledge Segmentation

Establish segment-based knowledge bases to tailor responses appropriately and ensure that information is disclosed only to the correct user segment. Segments can be created based on role, industry, supplier type and more.

Questionnaires

Continuously Learning and Adapting

Have an update to a policy? Simply upload the document and apexanalytix Agents learns it in seconds. Overtime, Agents adapt by analyzing new infromation and learning from user interactions.

Automation

Streamline Workflows with Task Automation

When working with apexanalytix software and integrations, Agents can take action on your team’s behalf like creating tasks or putting payments on hold.

Data Extracts

Third- Party Application Integrations

Integrate Agents into apexanalytix software or other third-party applications to enhance support for suppliers, customers, and employees across all business functions.

Knowledge Bases and Data Sources

Create segment-based knowledge bases by uploading documents and integrating data feeds.

Public Policies

  • Public Policies

  • Compliance Requirements

  • Private Documentation

  • Portal Data

  • External Systems

Public Policies

Upload general policies to make it easy for users to get informed answers to their questions with references to a program or policy.

Examples of public-facing policies:

  • Modern Slavery Act
  • Diversity Program
  • Safety & assurance programs
  • Standard PO Terms & Conditions

Industry-Specific Compliance Requirements

Upload company policies to help reinforce your industry’s regulatory requirements. This proactive approach ensures users stay informed, facilitates compliance and supports better decision-making.

Examples of industry-specific regulations:

  • Health Insurance Portability and Accountability Act (HIPPA)
  • Country tax and Anti-Money Laundering

Private Documentation

Upload private company documents and policies to ensure your employees or suppliers can easily find answers without digging through pages of documentation.

Examples of internal company policies:

  • Onboarding requirements
  • Electronic invoicing and payment procedures
  • Bank account change policies

Portal Data

A seamless integration between Agents and your portal’s supplier data ensures your users can ask specific questions and receive data-informed and detailed answers.

Examples of portal data:

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

Integration of External Systems

A seamless integration between Agent and your portal’s supplier data ensures that your employees and suppliers can ask specific questions and receive data-informed and detailed answers.

Integrate Agent into your external helpdesk systems such as:

  • Ticketing system
  • Support email
Use Cases for Suppliers

Strengthen your vendor relationships.

Provide timely and informed answers to your suppliers at any stage of the lifecycle.

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Use Case for Suppliers

Eliminate bottlenecks during onboarding.

Promptly addressing supplier inquiries during onboarding is key to avoiding delays and building strong relationships. apexanalytix Agents offer 24/7 support to swiftly resolve any issues, eliminating long wait times.

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Use Case for Suppliers

Overcome compliance roadblocks.

Suppliers receive detailed insights into their non-compliance status along with tailored resolutions. This helps streamline intervention and ensures adherence to regulatory requirements.

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Use Case for Suppliers

Deliver fast customer support.

Provide suppliers access to essential documents, instructions and policies, ensuring they can easily find what they need without emailing or calling the company directly.

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Use Case for Suppliers

Boost supplier visibility with transactional data.

Integrating invoice data streamlines supplier requests such as order tracking and invoice updates, delivering specific responses without human intervention.

Use Cases for Internal Teams

Empower your team with Agents.

Unlock your team's full potential with an "assistant" that gives them instant access to the information they need to resolve issues in real-time, freeing them to focus on strategic activities.

Use Case for Internal Teams

Increase productivity.

Whether responding to a vendor’s inquiry or seeking assistance for their own, empower your team to swiftly access knowledge bases to answer questions or resolve issues efficiently without it taking the entire day.

 

By integrating Agent’s advanced search capabilities and data-driven insights, a simple question can help your employee make an informed decision.

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Use Case for Internal Teams

Reduce the learning curve.

apexanalytix Agents can assist in training new procure-to-pay team members by providing them with resources, answering their questions, and guiding them through your company’s processes.

 

If a question is beyond the scope of their knowledge, apexanalytix can help identify the right internal expert or department to escalate the issue to, ensuring a swift resolution.

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Use Case for Internal Teams

Take action immediately.

Agents can analyze data to provide insights and recommendations. This can help your team make decisions based on real-time information.

When integrated with our risk management solution, recommendations can turn into actions, as apexanalytix Agents can assist even further by creating tasks and triggering predetermined workflows.

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Use Case for Internal Teams

Enhance all business interactions.

Integrate Agents into your help desk ticketing systems or company support email to enhance how your team addresses all your business inquiries.

By integrating Agents, you can instantly deliver personalized and contextual responses through your various support channels. This integration reduces the time spent answering inquiries, leading to quicker, smarter resolutions— qualities that elevate your customer service experience.

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Customer Stories

Peak performers
pick apex.

Whether long-form webinars or in-person conference presentations, our clients love to share best practices - what drives measurable value - with their peers.

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7x

faster average supplier onboarding
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“Game changing speed. Now we can do same day onboarding.”

Chuck Stefanosky, Supplier Diversity Director

53%

increase in supplier discounts taken annually
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“apexanalytix has exponentially changed our whole supplier onboarding process.”

Amy Platis, Director of Finance
Resources

Want to learn more?

Hundreds of product overviews, reports, customer-led webinars and on-demand product demos.

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Blog

AI is Your Next Fraudster!

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Videos

Eliminating Bank Fraud Risk with apexportal

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Proactive supplier risk management: a streategic approach
Reports

Proactive Supplier Risk Management: A Strategic Approach

Download Report

Ready to Roar?

Fill out our contact form and we will be in touch shortly to discuss how we can help to transorm your procurment process using AI.

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