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Configuring a dashboard

Configuring a form View

Configuring a full Case View

Configuring a knowledge article suggestion

  • Reto

    Configuring a knowledge article suggestion

    5 Tareas

    5 minutos

    Visible to: All users
  • 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 a portal

Configuring chat queues

Configuring common phrases for agents

Configuring Primary Fields for BAs

  • Reto

    Configuring Primary Fields for BAs

    4 Tareas

    10 minutos

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

Configuring UI elements

Control the workflow based on business context

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