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Case Management

Collaboration with users

Completing work on time

Controlling Case workflow for Business Architects

Creating a child Case

Decision tables and trees

Defining a customer Microjourney

Designing an approval Process

Escalating late work

Form autofill

  • Module

    Form autofill

    3 Topics

    20 mins

    Visible to: All users
  • Learn how to configure Form Autofill to help CSRs complete the forms associated with a case type. Voice AI detects entities in the live customer...

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