Example: Recommend an assignment group for a router issue

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Recommend an Assignment Group for a Router Issue

    This guide outlines how process analysts or business owners can configure a recommended action to suggest an assignment group for router issues using a decision table. This functionality is crucial for enhancing customer service by ensuring that cases are directed to the appropriate team for resolution.

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    Key Features

    • Decision Table Configuration: Create a decision table that takes the router model and the specific issue as inputs to determine the correct assignment group.
    • Resource Generator Setup: Configure a resource generator to utilize the decision table for generating assignment group recommendations.
    • Field Recommendation Action: Develop a field recommendation action that suggests an assignment group based on the inputs from the decision table.
    • Rule Creation: Establish rules from the case context record to display recommendations for active cases that align with specified conditions.
    • Recommendations Display: Implement a recommendation system that surfaces the suggested assignment group on the case record for agents.

    Key Outcomes

    By configuring these elements, QuantumLink Technologies can improve its customer support efficiency, ensuring cases like Rohit’s intermittent router issue are quickly assigned to the right team, ultimately leading to faster resolutions and enhanced customer satisfaction.

    Learn how process analysts or business owners configure a recommended action of type field recommendation to recommend an assignment group for a router issue. This field recommendation uses a resource generator of type decision table that takes the router model and router issue as inputs and provides an assignment group as a result.

    Problem scenario

    QuantumLink Technologies, a newcomer to the networking equipment market, places a strong emphasis on customer satisfaction and resolving customer issues promptly. The business owners are committed to provide excellent customer service so that their business can thrive.

    Alisha, one of the business owners at QuantumLink Technologies, sets up a recommended action that recommends a value for the Assignment group field based on the product model and problem specified by customers.

    Rohit, a customer who recently purchased a QuantumLink router, is facing intermittent connectivity issues with his router. Rohit creates a case on QuantumLink Technologies' customer support portal. John is frustrated by the disruptions in his internet service and is seeking a swift resolution to ensure uninterrupted connectivity for his home and work needs.

    John Jason, the agent assigned to this case is recommended a field value for an assignment group so that this case can be assigned to the right team and the issue can be resolved quickly.

    Configuring a recommended action for recommending an assignment group for a router issue

    Help Alisha configure a recommended action of type field recommendation that recommends an assignment group for a router issue.

    Task Description
    Creating a decision table for recommending assignment groups Configure a decision table that takes product and problem as inputs to provide the assignment group as an output. You can use this decision table in a resource generator.
    Configure a resource generator for providing assignment group as an outcome Configure a resource generator that you can use while configuring a field recommendation to provide the right assignment group for the router issue.
    Create a field recommendation for recommending assignment group field value Create an action of type field recommendation for recommending a field value for the assignment group.
    Create a rule from the Case context record Create a rule to show recommendations for active cases that meet the condition specified in this rule.
    Create a recommendation with the field recommendation as an action type Create a recommendation to surface the recommendation for the assignment group field value on a case record.