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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 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 business conditions
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Défi
Configuring business conditions
2 Tâches
5 mins
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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 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 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...
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 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 new service request
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Défi
Creating a new service request
4 Tâches
10 mins
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U+ Bank wants to offer its employees lunch services by creating a service request in which employees can select and then submit what they want to eat...