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‎11-19-2024 03:40 PM
Customer service application, Chat, Account, Contact.
I am sure that from Customer service app and from a chat, it is in the documentation. But which is the third one? And why every test practice suggests cust.ser.app, an account and a contact and not the chat? It is so confusing. And a book mentions all of them 😲
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‎11-20-2024 07:15 AM
Hi @Rita A ,
An agent can create a case from several interfaces depending on the platform configuration and the modules enabled.
Check below some point from there agent can create case.
- Agent Workspace
- Service Operations Workspace (if enabled)
- Case Application from the Navigation
- From the Customer Service Portal
- From Related Records
- Via Email (Email Inbound Actions)
- From the Mobile App
- Via API (For Integrations)
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If you found my response helpful, please consider selecting "Accept as Solution" and marking it as "Helpful." This not only supports me but also benefits the community.
Regards
Runjay Patel - ServiceNow Solution Architect
YouTube: https://www.youtube.com/@RunjayP
LinkedIn: https://www.linkedin.com/in/runjay
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‎11-20-2024 07:15 AM
Hi @Rita A ,
An agent can create a case from several interfaces depending on the platform configuration and the modules enabled.
Check below some point from there agent can create case.
- Agent Workspace
- Service Operations Workspace (if enabled)
- Case Application from the Navigation
- From the Customer Service Portal
- From Related Records
- Via Email (Email Inbound Actions)
- From the Mobile App
- Via API (For Integrations)
-------------------------------------------------------------------------
If you found my response helpful, please consider selecting "Accept as Solution" and marking it as "Helpful." This not only supports me but also benefits the community.
Regards
Runjay Patel - ServiceNow Solution Architect
YouTube: https://www.youtube.com/@RunjayP
LinkedIn: https://www.linkedin.com/in/runjay
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‎04-20-2025 01:51 AM
How can a user create a case using the mobile app?