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Configuring a full Case View
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Reto
Configuring a full Case View
2 Tareas
10 minutos
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The Mayor and Services Coordinator requested a single View to track updates while running Service Cases. The Services Coordinator requested a History...
Configuring a form View
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Reto
Configuring a form View
2 Tareas
10 minutos
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After a request for roadside assistance is approved, the system creates a Service Case. CSRs need the ability to easily review information associated...
Configuring a Case suggestion
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Reto
Configuring a Case suggestion
5 Tareas
15 minutos
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Customers of U+ Bank initiate a chat session with a live CSR and request to change their home address. The expected outcome is that Messaging AI...
Configuring a chatbot with web messaging
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Reto
Configuring a chatbot with web messaging
5 Tareas
15 minutos
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The business wants to allow its customers to make payments using a digital messaging channel. The chatbots can handle this type of request and allow...
Configuring a knowledge article suggestion
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Reto
Configuring a knowledge article suggestion
5 Tareas
5 minutos
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Customers of U+ Bank initiate a chat session with a live CSR and state that they want to know about the credit card benefits. The expected outcome is...
Configuring chat queues
Configuring common phrases for agents
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Reto
Configuring common phrases for agents
3 Tareas
5 minutos
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U+ Bank wants to set up a consistent greeting for customer service agents to initiate Web messaging conversations. The message welcomes the customer...
Control the workflow based on business context
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Reto
Control the workflow based on business context
3 Tareas
10 minutos
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When customers submit a request for roadside assistance, a customer service representative (CSR) manually validates whether the customer is enrolled...
Creating data relationships in Views
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Reto
Creating data relationships in Views
4 Tareas
10 minutos
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The Mayor of MyTown asks you, the town project manager, to enable residents to report problems they encounter on line so that the necessary work can...
Creating a child case
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Reto
Creating a child case
2 Tareas
10 minutos
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InsCorp is launching a roadside assistance service as a coverage option for automobile insurance policies. Configure the Assistance request Case Type...