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Configuring a data source

Configuring business conditions

Configuring error handling for Data Pages

Configuring intelligent routing

  • Challenge

    Configuring intelligent routing

    2 Tasks

    10 mins

    Visible to: All users
  • 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 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 the Email Manager portal

  • Challenge

    Configuring the Email Manager portal

    3 Tasks

    15 mins

    Visible to: All users
  • 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...

Constructing Views in Constellation for BAs

Creating a case from an email

Creating a Data Model

Creating a data object for BAs

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