Global Templates for cases in Agent Assist
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01-08-2024 08:02 AM - edited 01-08-2024 08:04 AM
Hello,
In my organization we have a multilanguage shared services set up and we are using the global templates' function in agent assist for standard template answers and/or actions (e.g. reply that issue was forwarded to a different solution group and auto assign to solution group)
The problems that we face are that.:
1) The number of templates we use is increasing
2) Agents delete or edit the templates by accident
3) Global Templates can only be created via a case
I was wondering if there is an OOB solution that can:
- Store Global ones in a folder set up: Because these templates are service, language and support site specific, it would make sense to have an organized view ‘folder and sub-folder style’ view.
- ‘Lock Global Templates’: Because these templates are Global, I would like to have them locked for editing and creating. Only people with knowledge role(s) should be able to create and edit Global Templates
- Extract as list: These Global Templates should have the option to be visible in a list (review without going into a case to see them) and exported.
- People with knowledge manager roles to be able to create Global templates without a case.
Thank you.!
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agent assist
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Agent Workspace
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Templates
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