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Adding optional actions to a workflow for BAs

Approving work

Auditing changes to the value of fields

Calculating fields using decision tables

Collaborating with Pulse and Tags

Configuring a Case suggestion

  • Challenge

    Configuring a Case suggestion

    5 Tasks

    15 mins

    Visible to: All users
  • Customers of U+ Bank initiate a chat session with a live CSR and request to change their home address. The expected outcome is that Messaging AI...

Configuring a chatbot with web messaging

Configuring a dashboard

Configuring a form View

Configuring a full Case View

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