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Configuring a knowledge article suggestion
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Challenge
Configuring a knowledge article suggestion
5 Tasks
5 mins
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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
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Challenge
Configuring a portal
1 Task
10 mins
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GoGoRoad provides roadside assistance services through contracted vendors. To ensure customer satisfaction and service consistency across vendors...
Configuring business conditions
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Challenge
Configuring business conditions
2 Tasks
5 mins
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U+ Bank identifies that many customer are missing their payment due dates, resulting in late fees and negative impact on their credit score. To...
Configuring chat queues
Configuring common phrases for agents
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Challenge
Configuring common phrases for agents
3 Tasks
5 mins
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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
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Challenge
Configuring Primary Fields for BAs
4 Tasks
10 mins
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During Directly Capture Objectives (DCO) conversations, business stakeholders revealed that GoGoRoad's CSRs waste valuable time searching for basic...
Configuring UI elements
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Challenge
Configuring UI elements
2 Tasks
10 mins
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After a request for roadside assistance is approved, a service provider is dispatched to the location provided by the customer. To perform this task...
Creating a Digital Messaging interface
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Challenge
Creating a Digital Messaging interface
2 Tasks
10 mins
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U+ Bank wants to set up its chatbot to respond to service requests received from several digital channels. As an initial step, the bank first wants to...
Creating data relationships in Views
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Challenge
Creating data relationships in Views
4 Tasks
10 mins
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The Mayor of MyTown asks you, the town project manager, to enable residents to report problems they encounter on line so that the necessary work can...
Customizing a View at run time
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Challenge
Customizing a View at run time
3 Tasks
15 mins
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GoGoRoad stakeholders want the Enter customer information View and Identify Location View to be streamlined to display the relevant information with...