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Configuring Case locking
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Challenge
Configuring Case locking
1 Task
10 mins
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At TGB, candidates applying for an open position are interviewed by three to six existing employees. Each interviewer can independently rate a...
Setting a visibility condition for form content
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Challenge
Setting a visibility condition for form content
1 Task
5 mins
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The GoGoRoad application allows customers to enter the service address by entering information in fields or selecting the location from a map. To...
Configuring Flow Action post-processing
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Challenge
Configuring Flow Action post-processing
2 Tasks
20 mins
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Currently, the Candidate Case Type creates a candidate stakeholder to represent a job applicant and adds the candidate stakeholder to the Case at the...
Configuring volume constraints
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Challenge
Configuring volume constraints
4 Tasks
10 mins
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U+ Bank, a retail bank, is currently promoting multiple credit card offers by sending emails to qualified customers. The bank now wants to apply some...
Setting-up the business structure
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Challenge
Setting-up the business structure
2 Tasks
5 mins
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U+ Bank wants to organize its next best actions into a business issue and group structure.
The bank has decided to use the name Sales for the...
Configuring a business change pipeline
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Challenge
Configuring a business change pipeline
3 Tasks
15 mins
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U+ Bank's content team has started working on the Business Operations Environment (BOE) to implement some business changes. They have Deployment...
Configuring a Case suggestion
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Challenge
Configuring a Case suggestion
5 Tasks
15 mins
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Customers of U+ Bank initiate a chat session with a live CSR and request to change their home address. The expected outcome is that Messaging AI...
Configuring a chatbot with web messaging
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Challenge
Configuring a chatbot with web messaging
5 Tasks
15 mins
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The business wants to allow its customers to make payments using a digital messaging channel. The chatbots can handle this type of request and allow...
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...