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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...
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 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 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...
Configuring business conditions
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Challenge
Configuring business conditions
2 Tasks
5 mins
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U+ Bank identifies that many customer are missing their payment due dates, resulting in late fees and negative impact on their credit score. To...
Configuring chat queues
Configuring common phrases for agents
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Challenge
Configuring common phrases for agents
3 Tasks
5 mins
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U+ Bank wants to set up a consistent greeting for customer service agents to initiate Web messaging conversations. The message welcomes the customer...