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Configuring a cascading approval with a reporting structure
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Challenge
Configuring a cascading approval with a reporting structure
2 Tasks
10 mins
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GoGoRoad stakeholders want to allow Territory Managers to add new vendors as service providers as the service grows. If the vendor is The Automobile...
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...
Configuring a dashboard
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Challenge
Configuring a dashboard
2 Tasks
30 mins
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Stakeholders have seen growth in the use of the Assistance request application. They want to confirm that, even though Cases are increasing, they are...
Configuring a data source
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Challenge
Configuring a data source
1 Task
15 mins
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As a system architect, there is a requirement for the contact identifier to be used in dialogs in the Contact category. You have been tasked with...
Configuring a form View
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Challenge
Configuring a form View
2 Tasks
10 mins
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After a request for roadside assistance is approved, the system creates a Service Case. CSRs need the ability to easily review information associated...
Configuring a full Case View
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Challenge
Configuring a full Case View
2 Tasks
10 mins
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The Mayor and Services Coordinator requested a single View to track updates while running Service Cases. The Services Coordinator requested a History...
Configuring a knowledge article suggestion
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Challenge
Configuring a knowledge article suggestion
5 Tasks
5 mins
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Customers of U+ Bank initiate a chat session with a live CSR and state that they want to know about the credit card benefits. The expected outcome is...