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Configuring business conditions

Configuring chat queues

Configuring chat routing

  • Challenge

    Configuring chat routing

    3 Tasks

    5 mins

    Visible to: All users
  • U+ Bank is implementing Digital Messaging. The bank has created chat queues for General, Billing, and Technical questions. U+ Bank asks you to set up...

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...

Constructing Views in Constellation 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 a child Case for BAs

Creating a data object for BAs

Creating a Digital Messaging interface

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