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Validating data against business logic for BAs

Creating data relationships for BAs

Creating a data object for BAs

Configuring Primary Fields for BAs

  • Défi

    Configuring Primary Fields for BAs

    4 Tâches

    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...

Configuring error handling for Data Pages

Configuring a data source

Configuring intelligent routing

  • Défi

    Configuring intelligent routing

    2 Tâches

    10 mins

    Visible to: All users
  • The U+ Bank email bot is set up. You are now expected to configure the email bot to react to customer requests, route work, and automatically respond...

Configuring the Email Manager portal

  • Défi

    Configuring the Email Manager portal

    3 Tâches

    15 mins

    Visible to: All users
  • The U+ Bank email bot is set up, and you must configure the Email Manager portal to manually triage any emails that do not match the intelligent...

Creating data relationships in Views

Creating a SOAP connector

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