Search
Configuring a common phrase
-
Défi
Configuring a common phrase
2 Tâches
15 mins
-
Your company wants to set up a consistent greeting for customer service agents to use when sending emails to customers. The message thanks the...
Configuring a dashboard
-
Défi
Configuring a dashboard
2 Tâches
30 mins
-
Stakeholders have seen growth in the use of the Assistance request application. They want to confirm that, even though Cases are increasing, they are...
Configuring a form View
-
Défi
Configuring a form View
2 Tâches
10 mins
-
After a request for roadside assistance is approved, the system creates a Service Case. CSRs need the ability to easily review information associated...
Configuring a full Case View
-
Défi
Configuring a full Case View
2 Tâches
10 mins
-
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
-
Défi
Configuring a knowledge article suggestion
5 Tâches
5 mins
-
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
-
Défi
Configuring a portal
1 Tâche
10 mins
-
GoGoRoad provides roadside assistance services through contracted vendors. To ensure customer satisfaction and service consistency across vendors...
Configuring business conditions
-
Défi
Configuring business conditions
2 Tâches
5 mins
-
U+ Bank identifies that many customer are missing their payment due dates, resulting in late fees and negative impact on their credit score. To...
Configuring chat queues
Configuring common phrases for agents
-
Défi
Configuring common phrases for agents
3 Tâches
5 mins
-
U+ Bank wants to set up a consistent greeting for customer service agents to initiate Web messaging conversations. The message welcomes the customer...
Configuring Primary Fields for BAs
-
Défi
Configuring Primary Fields for BAs
4 Tâches
10 mins
-
During Directly Capture Objectives (DCO) conversations, business stakeholders revealed that GoGoRoad's CSRs waste valuable time searching for basic...