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Creating data relationships for BAs

Creating a data object for BAs

Communicating with users for BAs

Creating Personas and Channels for BAs

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...

Skipping a Process based on a business context for BAs

Establishing Service-Level Agreements for BAs

Creating a child Case for BAs

Controlling the workflow based on a business context for BAs

  • Challenge

    Controlling the workflow based on a business context for BAs

    2 Tasks

    15 mins

    Visible to: All users
  • When customers request roadside assistance, a Manager manually validates whether the customer is enrolled in roadside assistance coverage. To improve...

Creating users and roles

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