To enhance business reliability and accountability, configure an approval process that allows users to approve or reject tasks within the workflow.

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

Validate user data against business logic to avoid invalid data within applications.

Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility. 

Explore how you can configure form Views. Learn how to configure form layouts and instructional text.

Enforce dependencies using the Wait Step. The Wait Step allows you to pause and resume Case processing when the Case meets Conditions that you define...

Assign responsibility for completing a Task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...

Chat and messaging configuration options define the properties for all the individual channels that support conversations between customer service...