Help and support

Besides querying your data, the Sourced Agent helps you use the platform and is the gateway to Sourced support.

Usage questions

If you don't know how to do something, just ask: it answers based on this manual and cites the pages with the full explanation. Examples:

• "how do I create a purchase request?"
• "how do I invite a supplier to a tender?"
• "what does the APPROVED status mean?"

Report a problem

If something isn't working or you need help from the team, tell it what happened. The assistant first tries to solve it with the manual; if that's not enough, it creates a support ticket with your description and sends it to the Sourced team.

• You can attach screenshots or files to the report for context.
• The assistant infers the category and urgency of the problem from what you describe.

Examples: "I get an error when saving a request", "the award button doesn't show up for me", "I want to report a problem".

Track your tickets

Once created, the ticket lives in the "My tickets" tab at the top of the assistant panel. There you can follow it without relying on email:

• See the status of each ticket: Open, In progress, Your turn (the team is waiting on your reply), Resolved and Closed.
• Open the full thread with the whole conversation: your messages and the support team's replies, with their attachments.
• Reply right there, adding text and files. If the ticket was resolved or waiting on you, it automatically reopens.
• When support replies, an unread indicator appears on the pill and the tab, in addition to the email notification.

You still get replies by email as before; "My tickets" is the way to keep everything organized inside the app.