Use PDIs? Take our 5-minute survey to help shape the PDI roadmap.

Creating a new Case from Touchpoint record

Dave Littlejohn
Kilo Sage

I am relatively new to using TPSM / CSM, but I don't see an out of the box method for creating a case from a touchpoint.

 

The use case would be:

Had an email touchpoint with the customer and we need to open a case for resolution and making sure SLAs are measured appropriately. 

 

I did see a way to create a success play but that seems to be more involved with flows/playbooks that need to be defined before it can be used.

 

Any insight is greatly appreciated. Thank you.

0 REPLIES 0