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Configuring common phrases for agents

Configuring Primary Fields for BAs

  • Challenge

    Configuring Primary Fields for BAs

    4 Tasks

    10 mins

    Visible to: All users
  • During Directly Capture Objectives (DCO) conversations, business stakeholders revealed that GoGoRoad's CSRs waste valuable time searching for basic...

Configuring UI elements

Creating a Digital Messaging interface

Creating data relationships in Views

Creating users and roles

Customizing a View at run time

Displaying list data in Views

Grouping fields in Views

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...

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