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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 a cascading approval with a reporting structure
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Défi
Configuring a cascading approval with a reporting structure
2 Tâches
10 mins
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GoGoRoad stakeholders want to allow Territory Managers to add new vendors as service providers as the service grows. If the vendor is The Automobile...
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 form View
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Défi
Configuring a form View
2 Tâches
10 mins
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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...
Setting a visibility condition for form content
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Défi
Setting a visibility condition for form content
1 Tâche
5 mins
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The GoGoRoad application allows customers to enter the service address by entering information in fields or selecting the location from a map. To...
Configuring a Case suggestion
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Défi
Configuring a Case suggestion
5 Tâches
15 mins
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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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Défi
Configuring a chatbot with web messaging
5 Tâches
15 mins
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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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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 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...