Search
Configuring a form View
-
Challenge
Configuring a form View
2 Tasks
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
-
Challenge
Configuring a full Case View
2 Tasks
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
-
Challenge
Configuring a knowledge article suggestion
5 Tasks
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
-
Challenge
Configuring a portal
1 Task
10 mins
-
GoGoRoad provides roadside assistance services through contracted vendors. To ensure customer satisfaction and service consistency across vendors...
Configuring chat queues
Configuring common phrases for agents
-
Challenge
Configuring common phrases for agents
3 Tasks
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
-
Challenge
Configuring Primary Fields for BAs
4 Tasks
10 mins
-
During Directly Capture Objectives (DCO) conversations, business stakeholders revealed that GoGoRoad's CSRs waste valuable time searching for basic...
Configuring UI elements
-
Challenge
Configuring UI elements
2 Tasks
10 mins
-
After a request for roadside assistance is approved, a service provider is dispatched to the location provided by the customer. To perform this task...
Control the workflow based on business context
-
Challenge
Control the workflow based on business context
3 Tasks
10 mins
-
When customers submit a request for roadside assistance, a customer service representative (CSR) manually validates whether the customer is enrolled...
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
-
When customers request roadside assistance, a Manager manually validates whether the customer is enrolled in roadside assistance coverage. To improve...