Introducing your Expense Digital Assistant
We are very excited to release your first version of our in-app Expense Digital Assistant!
You can register for support, ask direct questions depending on your Customer Success Plan, search through troubleshooting workflows, have direct links to our Customer Portal where you can share your wishes and also ask direct questions to provide you with a seamless experience.
Access your Digital Assistant
To access your Assistant, click on the below icon at the bottom right-hand corner of your screen.
On the homepage of your Digital Assistant, depending on your Customer Success Plan, you can select to ask a question, or select from troubleshooting workflows, or get direct access to the Customer Ideas Portal where you can vote for ideas that you would like to see implemented or provide us with your idea on how we can make Expense better for you.
The Premier and Standard Plan gives you access to ask questions and use the troubleshooting workflows while the Classic and Essential Plan gives you access to the troubleshooting workflows without being able to ask a question.
If you are unsure about what Customer Success Plan you are on, please reach out to your administrator within your company or your Access Customer Success Manager.
How to ask a question
Once you have opened the Digital Assistant, click on the Ask a question button, the screen below opens for you.
Note: You will only see the Ask a question... field if you are on a Customer Success Plan Entitlement to enable you to raise cases.
On the Ask a question field at the bottom of the screen, type in for example: "How to export expenses", then hit the Enter key on your keyboard or click on the icon.
Your Digital Assistant provides you with detailed steps on how you can export expenses. Should you need more information, you can either click on the Get more help button or type in a question.
If you already have the ability to raise a case on the Customer Portal, you can also request a case to be raised through your Digital Assistant, which is then sent to our Support Team.
If you cannot raise a case, after clicking on the Get more help button you can search for an article in our Knowledge Base or you can speak to a colleague who has access to raise a ticket to raise it for you.
In order for us to be able to improve your Digital Assistant experience, please make sure that you provide us with your feedback by clicking on the That answered my question button or provide us with written feedback once you have clicked on the Get more help.
How to use the troubleshooting workflows
Once you have opened the Digital Assistant, click on the Ask a question button, the screen below opens for you.
Click on the Search through Workflows button to get access to all the troubleshooting options as shown in the screenshot below:
You can select any one of the listed workflow tiles to provide you with more information with regards to the issue you are having.
At the end of each workflow, we ask for your feedback which is instrumental in helping us update your Digital Assistant to provide the best experience for you.
You can either click on the thumbs up or the thumbs down icon depending on your experience, as demonstrated on the screenshot below:
You can also provide us feedback through our Support Department, or your Customer Success Manager to help us continuously improve your Expense journey.