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Capturing and presenting data
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Module
Capturing and presenting data
3 Rubriques
45 mins
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Define fields to capture user input and present data to users. Add fields to Views to define and tailor the user interface (UI) for each Step of the...
Pausing and resuming Case processing
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Module
Pausing and resuming Case processing
1 Rubrique
15 mins
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Enforce dependencies using the Wait Step. The Wait Step allows you to pause and resume Case processing when the Case meets Conditions that you define...
Collaboration with users
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Module
Collaboration with users
1 Rubrique
20 mins
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Complete your Microjourney® faster by using the Pulse and Tags widgets to interact with other application users.
Designing an approval Process
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Module
Designing an approval Process
1 Rubrique
15 mins
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To enhance business reliability and accountability, configure an approval process that allows users to approve or reject tasks within the workflow.
Configuring UI elements
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Module
Configuring UI elements
2 Rubriques
20 mins
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Learn about how themes update the styling of UI elements to meet branding requirements. Learn how to configure dynamic functionality on UI elements.
Configuring a dashboard
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Module
Configuring a dashboard
1 Rubrique
15 mins
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Configure the content and organization of a user dashboard to provide easy access to the information that business users need to know.
Configuring a form View
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Module
Configuring a form View
1 Rubrique
15 mins
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Explore how you can configure form Views. Learn how to configure form layouts and instructional text.
Configuring Portal content
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Module
Configuring Portal content
2 Rubriques
20 mins
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Tailor the user experience based on Channel and Persona to allow users to perform their jobs more efficiently.
Configuring chat queues and routing
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Module
Configuring chat queues and routing
5 Rubriques
40 mins
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You use Digital Messaging so that customers can communicate with your organization in real time on any device. Chat requests can be sent to any...
Configuring common phrases for agents
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Module
Configuring common phrases for agents
1 Rubrique
10 mins
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Learn how to provide customer service agents with a set of common phrases so that the agents can insert preapproved phrases into their responses to...