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Creating an email account

  • Challenge

    Creating an email account

    1 Task

    10 mins

    Visible to: All users
  • The manager at U+ Bank is struggling to keep up with daily email volume. So, the manager wants to automate replies and notifications in the bank...

Creating Personas and Channels for BAs

Creating users and roles

Designing a Case Life Cycle

Designing a Case Life Cycle for BAs

Escalating late work

Establishing Service-Level Agreements for BAs

Importing customer data from a CSV

  • Challenge

    Importing customer data from a CSV

    2 Tasks

    10 mins

    Visible to: All users
  • U+ Bank wants to improve the experience of its customers with predictive and adaptive analytical models that drive personalized decisions. Following...

Pausing and resuming case processing

Routing work to users

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