logo

NJP

Video Shorts: Process Based Layouts

Import · May 08, 2023 · video

foreign [Music] let's see a demo of the new process based layouts in the Utah Q2 store release which enables businesses to build easy contextual and role-specific end-to-end agent experiences for complex service process spanning multiple tasks people and systems using the new out of the box horizontal and vertical process page templates with Playbook modular components admins can create new page variants using the templates or apply them to existing playbooks these templates can be accessed from the UI Builder CSM FSM configurable workspace experience admins select the plus sign next to the pages and variants header to create a new page selecting either create a page or add a variant admins can select either process experience with horizontal stages or vertical stages and the learn more provides more details and use template applies the template to the page today we already offer stacked and focused layout versions but these modular templates make creating and customizing new layouts much simpler the onboarding and complaint case types have been updated to use the horizontal process page template here when John Jason a Solana customer service agent opens the onboarding case he has been working on for George Warren to open a new Total checking account he is able to view all the stages of the Playbook as well as how far the stages have been completed he is able to view and act on the activities in each stage the customer details and other critical information is persisted in the left pane all related information such as tasks contracts approvers Etc is available under the related records pane on the right where agents can easily access this information without losing the context of the current process step the related records are dynamically updated based on the context of the correct step reducing agent effort in finding relevant information the layout is customizable and the components are modular enabling businesses to tailor the experiences for specific processes and roles process-based layout templates deliver faster time to value with modular out-of-the-box templates and increase agent efficiencies with improved agent experiences

View original source

https://www.youtube.com/watch?v=WpX7KVRB8po