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Guided Self Service on Portal Experience

snowdev8
Tera Expert

Hello, 

Has anyone configured or use the Guided Self Service experience (which is different from Guided Decisions) on CSM portals?

The Guided Self Service Experience is available on Employee Center and I find it helpful to be used to guide the user to the right record producer.

 

Curious to hear your thoughts.

If not, does adding the Guides Decision on portal allow the user to be navigated to the right record producer?

2 REPLIES 2

snowdev8
Tera Expert

@Harriet Frankli tagging you for visibility 

AndersBGS
Tera Patron

Hi @snowdev8 

 

We have tested it out but haven’t starting utilizing this feature (yet). I for sure thinks the use cases are there, we just need to remember not making it to cumbersome according to user experience.

 

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/