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Configuring Case locking
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Défi
Configuring Case locking
1 Tâche
10 mins
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At TGB, candidates applying for an open position are interviewed by three to six existing employees. Each interviewer can independently rate a...
Configuring Flow Action post-processing
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Défi
Configuring Flow Action post-processing
2 Tâches
20 mins
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Currently, the Candidate Case Type creates a candidate stakeholder to represent a job applicant and adds the candidate stakeholder to the Case at the...
Configuring intelligent routing
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Défi
Configuring intelligent routing
2 Tâches
10 mins
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The U+ Bank email bot is set up. You are now expected to configure the email bot to react to customer requests, route work, and automatically respond...
Configuring parallel processing
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Défi
Configuring parallel processing
4 Tâches
20 mins
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At TGB, candidates for an open position are interviewed by multiple team members. The existing interview Process in the HRApps application only allows...
Configuring the Email Manager portal
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Défi
Configuring the Email Manager portal
3 Tâches
15 mins
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The U+ Bank email bot is set up, and you must configure the Email Manager portal to manually triage any emails that do not match the intelligent...
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 case from an email
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Défi
Creating a case from an email
4 Tâches
20 mins
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Your customer, U+ Bank, wants to speed up email interactions for address changes by pre-populating cases with the correct values. For address change...
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...
Creating a child Case for BAs
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Défi
Creating a child Case for BAs
8 Tâches
30 mins
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The Microjourney® for a GoGoRoad customer includes initiating the request for service, receiving the service, and for certain membership status...