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Open shipments and suppliers from chat results

Atlas Verified help: CH-014

Summary

Use Open shipments and suppliers from chat results when you need to complete this workflow in Atlas Verified and understand what the app changes afterward. The feature starts from the dashboard Atlas column or Intelligence → Chat History, then usually updates a record, sends a request, creates a file, or opens a detail panel that becomes the source of truth for the next step.

Before you begin

Steps

  1. Sign in and open the dashboard.

  2. Go to the dashboard Atlas column or Intelligence → Chat History.

  3. Use the primary Create, Edit, Upload, Send, or Save control for this workflow, depending on the screen you opened.

  4. Enter the required fields for Open shipments and suppliers from chat results, review any linked shipment, supplier, document, or billing context, and save the change.

  5. Confirm the updated row, status badge, email, file, or detail panel reflects the action you just completed.

Expected result

The app shows the expected record, email, file, status badge, or detail panel for Open shipments and suppliers from chat results, and you know where to continue the workflow.

Tips

  • Ask follow-up questions in the same thread to narrow results.

  • Keep the related shipment, supplier, document, or organization open while you work.

Common issues

  • Wrong organization — Switch in the header (AT-008).

  • Persistent errors — See Troubleshooting (TS-012) or category TS articles.

Related articles

  • CH-001

  • CH-002

  • CH-003

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