Set up self-service
Creating a self-service portal helps customers resolve issues independently. You can integrate features like knowledge bases, chatbots, and appointment booking for easy access to information.
- Customer and Consumer Service Portals
-
Create and enable self-service portals for your customers to support their needs efficiently. Integrate these portals with knowledge bases, communities, service catalogs, and chatbots. Additionally, provide features like walk-up experiences and appointment booking to enhance their self-service options.
- Configure Business and Consumer Portal
-
Set up the Business and Consumer Portal to provide self-service capabilities for your customers and consumers through configurable portal widgets. Enable low-code customization of portal pages to reduce maintenance effort while delivering essential features like knowledge articles, service catalogs, case management, Virtual Agent, and appointment booking to support consumer needs efficiently.
- Walk-up Experience
-
Set up Walk-up Experience to support both online and onsite check-ins at your service center. Configure the experience to fit the needs of your organization.
- Conversational Appointment Booking
-
Install and set up the Conversational Appointment Booking application to enable customers to book, reschedule, or cancel appointments through Virtual Agent conversations.
- Communities
-
With the Communities application, you can engage with your employees, customers, partners, and prospects. Share knowledge and troubleshoot issues, and stay informed about the latest developments in the Customer Service Management ecosystem. Get quick responses by posting questions, reviewing blogs or videos, and searching previous discussions.
- Knowledge Management
-
Create and share knowledge bases using the Knowledge Management application. Use the knowledge base to share articles that provide your users with information such as self-help, problem-solving, and task resolution.
- Service Catalog
-
Use the Service Catalog application to create and customize service catalogs so that your customers can request items such as services and product offerings. Additionally, you can standardize request fulfillment to maintain the accuracy and availability of the items in the catalogs.