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ICM管理アプリケーションの照会管理

[en] Varicent IncentivesVaricent Incentives admins can respond to payee inquiries in two ways:

  • [en] Directly from the admin's Sales Portal account

  • [en] Through the Inquiry Management module in the Incentives Admin Client.

[en] Both options ensure that the payee receives the response in their Sales Portal account. However, responding from the Inquiry Management module offers a centralized view of all inquiries.

[en] From the Inquiry Management module, you can reply to an inquiry in two ways:

[en] Commenting on an inquiry manually

[en] You can respond to inquiries by writing and posting comments manually:

  1. [en] From the Inquiry Management module, select an inquiry that you want to respond to.

  2. [en] Type your message in the Activity panel's comment field

  3. [en] Click Add comment.

[en] Auto-generating comments using the Research Assistant

[en] With Research Assistant enabled, you can send an AI-generated reply that helps you create a structured, data-driven response to an inquiry without having to write it manually from scratch.

注記

[en] You can access AI Insights only while the Research Assistant feature is enabled. If you disable this feature, you will lose access to AI Insights for new inquiries. Read [en] Research Assistant to learn more.

[en] The Research Assistant feature is currently offered only to early adopters. It will later be made available to all users as a subscription add-on.

  1. [en] From the Inquiry Management module, select an inquiry that you want to respond to.

  2. [en] From the AI Insights panel, click Generate draft comment.

  3. [en] Review or edit the message in the Activity panel's comment field.

  4. [en] Click Add comment.