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Video Shorts: Case Task Service Selector

Import · Sep 06, 2023 · video

[Music] let's see a demo of how in the Vancouver release the case task survey selector supports creating a reusable task library to improve agent efficiency James Davies customer service admin for Solana Bank accesses the service definitions and selects new to create a new case task definition he creates a new identity verification task service definition in the task table he then opens the new business travel card case type definition and navigates to the service to service relationships tab Heathen establishes a relationship between the newly created identity verification task and the new travel business card case type as you can see here the identity verification task is added to the list of service to service relationships he opens the identity verification case task service definition and repeats creating the service to service relationship between the identity verification case task and travel business card case type this process marked the identity verification case task as relevant to the new business travel card case type John Jason a Solana customer service agent accesses the new business travel card request for George Warren when he navigates to the dynamic related records Tab and selects adding a new case task the case task service selector is launched with the relevant case tasks including the identity verification task if John needs to create a task that is not predefined he can leave the case task field empty which would create a blank new case task predefining applicable case tasks makes it easy for the agents to select the right tasks reducing case errors and improving efficiency

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