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The Prepare phase and project kickoff

  • Modul

    The Prepare phase and project kickoff

    7 Themen

    1 Std. 15 Min.

    Visible to: All users
  • The Prepare phase follows the Discover phase with key activities such as conducting a sales to delivery handoff meeting and a project kickoff event...

Adding dynamic functionality to a button

Adding fields to Views

Configuring a dashboard

Configuring a form View

Configuring a full Case View

Configuring a portal

Configuring intelligent routing

  • Challenge

    Configuring intelligent routing

    2 Aufgaben

    10 Min.

    Visible to: All users
  • The U+ Bank email bot is set up. You are now expected to configure the email bot to react to customer requests, route work, and automatically respond...

Configuring the Email Manager portal

  • Challenge

    Configuring the Email Manager portal

    3 Aufgaben

    15 Min.

    Visible to: All users
  • The U+ Bank email bot is set up, and you must configure the Email Manager portal to manually triage any emails that do not match the intelligent...

Configuring UI elements

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