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Configuring a coaching tip
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Challenge
Configuring a coaching tip
2 Tasks
15 mins
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You are a customer service representative (CSR) manager and have observed that your CSRs are making typos consistently when entering new addresses for...
Configuring a common phrase
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Challenge
Configuring a common phrase
2 Tasks
15 mins
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Your company wants to set up a consistent greeting for customer service agents to use when sending emails to customers. The message thanks the...
Configuring a dashboard
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Challenge
Configuring a dashboard
2 Tasks
30 mins
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Stakeholders have seen growth in the use of the Assistance request application. They want to confirm that, even though Cases are increasing, they are...
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 cascading approvals with an authority matrix
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Challenge
Configuring cascading approvals with an authority matrix
3 Tasks
10 mins
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As the repair service grows, GoGoRoad stakeholders want to allow Territory Managers to submit new vendors as service providers for approval. If the...
Control the workflow based on business context
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Challenge
Control the workflow based on business context
3 Tasks
10 mins
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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
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Challenge
Controlling the workflow based on a business context for BAs
2 Tasks
15 mins
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When customers request roadside assistance, a Manager manually validates whether the customer is enrolled in roadside assistance coverage. To improve...
Creating a child case
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Challenge
Creating a child case
2 Tasks
10 mins
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InsCorp is launching a roadside assistance service as a coverage option for automobile insurance policies. Configure the Assistance request Case Type...
Creating a child Case for BAs
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Challenge
Creating a child Case for BAs
8 Tasks
30 mins
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The Microjourney® for a GoGoRoad customer includes initiating the request for service, receiving the service, and for certain membership status...
Creating a composite tab
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Challenge
Creating a composite tab
2 Tasks
5 mins
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As a customer service app administrator, you must create a new tab to display the transaction history and statement for a contact in a separate tab.
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