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Configuring a form View

Configuring a full Case View

Configuring a knowledge article suggestion

  • Challenge

    Configuring a knowledge article suggestion

    5 Tasks

    5 mins

    Visible to: All users
  • 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

Configuring chat queues

Configuring common phrases for agents

Configuring Primary Fields for BAs

  • Challenge

    Configuring Primary Fields for BAs

    4 Tasks

    10 mins

    Visible to: All users
  • During Directly Capture Objectives (DCO) conversations, business stakeholders revealed that GoGoRoad's CSRs waste valuable time searching for basic...

Configuring UI elements

Control the workflow based on business context

Controlling the workflow based on a business context for BAs

  • Challenge

    Controlling the workflow based on a business context for BAs

    2 Tasks

    15 mins

    Visible to: All users
  • When customers request roadside assistance, a Manager manually validates whether the customer is enrolled in roadside assistance coverage. To improve...

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