🚀 What's New: My Approvals Agent 🚀

💪 Now available

We are excited to introduce the My Approvals Agent feature, which empowers users with instant access to their pending approvals through WhatsApp. This feature simplifies the approval process, ensuring you can quickly review and manage your pending tasks without needing to log into the ERP system.

What is the My Approvals Agent Feature?

The My Approvals Agent is a powerful tool integrated into our WhatsApp channels. It allows ERP users to easily retrieve links and PDF documents of their pending approvals directly through WhatsApp. This feature saves time by providing immediate access to important tasks, streamlining the approval process.

How to Use the My Approvals Agent Feature

Using the My Approvals Agent is intuitive and efficient. Here’s how you can make the most of this feature:

Select an Agent: Choose the My Approvals Agent from the list of available agents.
Request Pending Approvals: Click on the "GET APPROVALS LINK" button.
Provide Details: Select the document number (DocNum) from the Pending Approvals dropdown to identify the specific approval you need.
Receive Link and PDF Document: Submit your request to receive the link and the corresponding PDF document of your pending approval both through WhatsApp and email.