Search
Configuring cascading approvals with an authority matrix
-
Défi
Configuring cascading approvals with an authority matrix
3 Tâches
10 mins
-
As the repair service grows, GoGoRoad stakeholders want to allow Territory Managers to submit new vendors as service providers for approval. If the...
Configuring chat queues
Configuring common phrases for agents
-
Défi
Configuring common phrases for agents
3 Tâches
5 mins
-
U+ Bank wants to set up a consistent greeting for customer service agents to initiate Web messaging conversations. The message welcomes the customer...
Configuring Primary Fields for BAs
-
Défi
Configuring Primary Fields for BAs
4 Tâches
10 mins
-
During Directly Capture Objectives (DCO) conversations, business stakeholders revealed that GoGoRoad's CSRs waste valuable time searching for basic...
Configuring UI elements
-
Défi
Configuring UI elements
2 Tâches
10 mins
-
After a request for roadside assistance is approved, a service provider is dispatched to the location provided by the customer. To perform this task...
Control the workflow based on business context
-
Défi
Control the workflow based on business context
3 Tâches
10 mins
-
When customers submit a request for roadside assistance, a customer service representative (CSR) manually validates whether the customer is enrolled...
Controlling the workflow based on a business context for BAs
-
Défi
Controlling the workflow based on a business context for BAs
2 Tâches
15 mins
-
When customers request roadside assistance, a Manager manually validates whether the customer is enrolled in roadside assistance coverage. To improve...
Creating a child case
-
Défi
Creating a child case
2 Tâches
10 mins
-
InsCorp is launching a roadside assistance service as a coverage option for automobile insurance policies. Configure the Assistance request Case Type...
Creating a child Case for BAs
-
Défi
Creating a child Case for BAs
8 Tâches
30 mins
-
The Microjourney® for a GoGoRoad customer includes initiating the request for service, receiving the service, and for certain membership status...
Creating a Digital Messaging interface
-
Défi
Creating a Digital Messaging interface
2 Tâches
10 mins
-
U+ Bank wants to set up its chatbot to respond to service requests received from several digital channels. As an initial step, the bank first wants to...