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Accessing sourced data in a case

Adding an external data source to a data type

Application data manipulation

Application essentials

Building the customer analytical data model

  • Module

    Building the customer analytical data model

    9 Topics

    1 hr 55 mins

    Visible to all users
  • Data lies at the heart of one-to-one customer engagement. Utilize industry-specific data models for customer-centric decisioning, based on best...

Calculating values

Capturing and presenting data

Configuring common phrases for agents

  • Module

    Configuring common phrases for agents

    1 Topic

    10 mins

    Visible to all users
  • Learn how to provide customer service agents with a set of common phrases so that, in any text-based channel, the agents can insert preapproved...

Configuring customer verification

  • Module

    Configuring customer verification

    2 Topics

    20 mins

    Visible to all users
  • The Customer verification feature provides a pool of security questions that a customer service representative (CSR) can use to verify customer...

Creating a data relationship

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