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Adding a duplicate Case search for BAs

Adding optional actions to a workflow for BAs

Configuring Primary Fields for BAs

  • Challenge

    Configuring Primary Fields for BAs

    4 Aufgaben

    10 Min.

    Visible to: All users
  • During Directly Capture Objectives (DCO) conversations, business stakeholders revealed that GoGoRoad's CSRs waste valuable time searching for basic...

Controlling the workflow based on a business context for BAs

  • Challenge

    Controlling the workflow based on a business context for BAs

    2 Aufgaben

    15 Min.

    Visible to: All users
  • When customers request roadside assistance, a Manager manually validates whether the customer is enrolled in roadside assistance coverage. To improve...

Creating a child Case for BAs

Creating a data object for BAs

Creating Insights for BAs

Creating Personas and Channels for BAs

Designing a Case Life Cycle for BAs

Importing customer data from a CSV

  • Challenge

    Importing customer data from a CSV

    2 Aufgaben

    10 Min.

    Visible to: All users
  • U+ Bank wants to improve the experience of its customers with predictive and adaptive analytical models that drive personalized decisions. Following...

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