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Configuring a full Case View
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Défi
Configuring a full Case View
2 Tâches
10 mins
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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 knowledge article suggestion
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Défi
Configuring a knowledge article suggestion
5 Tâches
5 mins
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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 a portal
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Défi
Configuring a portal
1 Tâche
10 mins
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GoGoRoad provides roadside assistance services through contracted vendors. To ensure customer satisfaction and service consistency across vendors...
Configuring cascading approvals with an authority matrix
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Défi
Configuring cascading approvals with an authority matrix
3 Tâches
10 mins
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As the repair service grows, GoGoRoad stakeholders want to allow Territory Managers to submit new vendors as service providers for approval. If the...
Configuring chat queues
Configuring common phrases for agents
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Défi
Configuring common phrases for agents
3 Tâches
5 mins
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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...
Configuring UI elements
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Défi
Configuring UI elements
2 Tâches
10 mins
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After a request for roadside assistance is approved, a service provider is dispatched to the location provided by the customer. To perform this task...
Control the workflow based on business context
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Défi
Control the workflow based on business context
3 Tâches
10 mins
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When customers submit a request for roadside assistance, a customer service representative (CSR) manually validates whether the customer is enrolled...
Controlling the workflow based on a business context for BAs
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Défi
Controlling the workflow based on a business context for BAs
2 Tâches
15 mins
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When customers request roadside assistance, a Manager manually validates whether the customer is enrolled in roadside assistance coverage. To improve...
Creating a child case
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Défi
Creating a child case
2 Tâches
10 mins
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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...