Payments Assistant

The Payments Assistant is an Artificial Intelligence solution designed to optimize the management of Supplier and Other Creditor current accounts.

With this Assistant, you can quickly access critical information about Accounts Payable and run analyses, as well as get insights into the status of payments, all in an intuitive way and in real time.

To access the business assistant, you must enable the Cegid Account authentication method, and the user must have a Cegid Account.

You interact with the Payments Assistant using natural language. When you ask questions about your business, it will respond in a contextualized way, based on the available sales data.

Access

You can access the Payments Assistant through its icon, located in the top-right corner of the ERP.

Whenever you are working in a window related to current accounts (whether browsing or viewing), the Assistant will show a message on its icon indicating that it can help you with current account information. In that case, when you access the Assistant, it will already be set to the context of current accounts.

Note: although it indicates that it has context information, no information from the window is passed to the Assistant. In other words, this tool does not have the window's context, but rather the global accounts payable context, which can also be customized and viewed.

Configuring the Context

By default, the Payments Assistant already comes with an accounts payable context; however, this context can be changed and adapted to the needs of each company or user.

In the Payments Assistant's configuration creation feature, you can create additional configurations and specify which users have access to them. However, a user can only have a single configuration.

To create a configuration for the Payments Assistant, follow these steps:

1. Go to Marketing & Sales | General | Cegid Pulse | Payments Configuration;

2. Click New to create a configuration;

3. Specify the configuration's Code and Description;

4. In the Users section, specify which users use the configuration:

   • All;

   • Specific users: in this case, click Assign and select the desired users;

5. Enter the Record Limit to set the maximum number of entities to be analyzed. If this limit is set too high, it will affect the volume of data and, as a result, Cegid Pulse's performance and usage costs;

6. Specify the Periods to analyze:

   • Due for less than X days;

   • Due between X and Y days (4 ranges);

   • Due for more than X days;

7. To set the data to include in the analysis, in the Include transactions section, specify: Other Creditors;

8. Click Save.

You can view, at any time, the data that will be sent to Cegid Pulse. To do this, go to Context and select the Preview Data option.

Note: you should keep in mind the number of records generated by the configuration, since it will have a direct impact on token usage (reaching the maximum token limit per conversation).

Practical Question Examples

Below are examples of how to ask questions in the Chatbot:

• What is the distribution of supplier debts by due date?

• Which suppliers have the highest balances?