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Routing Assignments to users

Security Checklist awareness

  • Module

    Security Checklist awareness

    1 Rubrique

    20 mins

    Platform Visible to: All users
    • What is the Security Checklist?
    • How do I access the Security Checklist?
    • How to use the Security Checklist?/What is the purpose?
    • What happens if I...

Setting chat and messaging behavior

Setting up Messaging AI

  • Module

    Setting up Messaging AI

    5 Rubriques

    50 mins

    Visible to: All users
  • Messaging AI analyzes the context of the conversation and suggests cases and knowledge articles while a CSR interacts with a customer. Messaging AI...

Adding a duplicate Case search for BAs

Adding a duplicate Case Type search

Adding fields to Views

Adding optional Actions to a workflow

Adding optional actions to a workflow for BAs

Refining an Agile Workbench backlog

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