Overview of Wanda Digital Assistant skills
This section gives an overview of the currently available skills offered by Wanda. Which digital assistant skills are to be made available for the customer organization is specified at the time of ordering Wanda and these skills are then registered by Unit4 Cloud Operations.
Note that this current version of Wanda understands English, German, French, Spanish, Dutch, Norwegian and Swedish. Additional languages will be added in future.
Wanda is able to understand utterances which are misspelled or grammatically incorrect.
Available Digital assistant skills
The current version of Unit4 Wanda Digital Assistant includes the following skills/functionality:
- Absence Assistant
- Balances Assistant
- Expenses Assistant
- Payslip Assistant
- Purchasing Assistant
- Tasks Assistant
- Time Assistant
- Travel Request Assistant
The detailed implementation guides describe the required setup for each skill.
Absence Assistant
Functionality offered
- Submit absence requests
- Include attachments such as medical certificates or similar documents to support the absence request
- Enquire on status of submitted absence request
Example utterances to trigger Absence skill:
- Enter new absence
- Enter vacation
- I'll be off next week.
- I'll be off sick today
- I want to take a day off tomorrow
Balances Assistant
Functionality offered
- Enquire on balances (vacation, flexi-time, overtime and sickness)
Example utterances to trigger Balances skill
- Show my balances
- How many holidays do I have left?
- How much overtime have I built up?
Expenses Assistant
Functionality offered
- Add expenses manually and automatically using receipt recognition
- Keep draft expense reports until ready
- Submit the total estimate expenses for approval
- Get expenses details for informative purposes
- Ask for the status of submitted expense claims
Example utterances to trigger Travel Request skill
- Add receipt
- I want to do my expenses
- Submit my expenses
- Add expense
- Add receipts
- Complete expense
- What's the status of my expense claim?
Payslip Assistant
- Enquire on payslips for last month or any other previous period
Example utterances to trigger Payslip skill
- Show my payslip
- Show my payslip for March
Purchasing Assistant
Functionality offered
- Request single-item products from an internal product catalog (connection to marketplaces is planned for future releases)
- Submit simple purchase requisitions
- Enquire on the status of requisitions
- Ask for the status of a submitted purchase request and get the workflow status (approved, rejected etc.)
Example utterances to trigger Purchasing skill
- Requisition
- I want to buy/order/request [product]
- Buy me a [product]
- What's the status of my [product] order?
Tasks Assistant
Functionality offered
- Approve tasks (aimed at manager / supervisor roles)
- Get the list of current tasks
- Have Wanda flag important tasks and proactively push towards deadlines / due dates
- Get the status of submitted travel requests, absences, expenses and purchase requests
Example utterances to trigger Tasks skill
- Tasks
- Show me all requisition tasks.
- I want to approve travel requests
- Any invoices to check?
- Are there any purchase orders to approve?
Wanda Task notifications
Wanda's Tasks Assistant notifies the user about:
| Approval Tasks | Notification frequency | Number of tasks per notification | Examples |
|---|---|---|---|
| Important | immediate | one | You have a requisition task currently awaiting action. It is marked as important. |
| Close due date | checked every 30 minutes (24 hours before due date) | one | You have a requisition task currently awaiting action. Please be aware that its time limit is within the next 24 hours. |
| Escalated | checked every 30 minutes (automatic); immediate (manual) | one to many (automatic); one (manual) | Automatic: This is a notification message about an automatic escalation from {origUser}. You have the following requisition task |
| Forwarded | checked every 30 minutes | one | This is a notification about a forwarded task to you from Jane Doe, with the following comment: please check the requested amounts. |
| New | checked every 30 minutes | one | There is one requisition task for you. |
| Reminders | checked every 30 minutes | one to many | This is a reminder. You have the following 5 requisition tasks. |
| As substitute of another user | checked every 30 minutes | one to many | As the substitute of Jane Doe, this is a notification for you. You have the following 5 requisition tasks. |
| Non-Approval Tasks | Notification type | Number of tasks per notification | Examples |
|---|---|---|---|
| Rejected | immediate | one to many | You have a requisition task regarding office supplies, with the following comment: "please check the provider" from Jane Doe. To correct this task, you can go to Unit4 ERP. |
To receive these notifications, alerts must be configured in the (TWF031) Alert setup window of Unit4 ERP. Important approval tasks can also be configured in the (TWF032) Element types window. Due dates can be configured in different ways. For more details on setting up alerts, importance levels and due dates, refer to Reference Manual- Workflow.
Time Assistant
Functionality offered
- Add time transactions to timesheets manually
- Accept suggestions for planned time from Planner and Project planner
- Add time to projects (recent projects are suggested)
- Enquire on the status of timesheets and be informed on the outcome of the workflow approval process (approved, rejected etc.)
Example utterances to trigger Travel Request skill
- Add timesheet for [period/day]
- Add timesheet
- Enter timesheet
- Do my timesheet for last Monday (if the user needs to reference a day in the past, the input is last Monday and not Monday alone.)
- Change timesheet for yesterday
- Do timesheet for 26th June 2018
Travel Request Assistant
Functionality offered
- Enter a travel request to get approval to travel before booking a trip, purchasing tickets or similar activities
- Enquire on the status of travel requests and be informed of the outcome of the workflow process (approved, rejected etc.)
Example utterances to trigger Travel Request skill
- Travel request
- I want to travel to [destination] [time period].
- Can you book a trip to [destination] [time period]?
- I need to travel to [destination] [time period].
Wanda's Travel Request Assistant is able to extract the relevant information from the initial key utterance, for example, I need to travel to London from Thursday to Friday for a seminar.