Contextual search

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Users with OSP agent role can search for related information to fulfill a case. The search results returned are the list of entities that the agent is entitled to as per the data governance.

    Before you begin

    Role required: sn_csm_ocs.ext_agent

    Procedure

    1. Navigate to Outsourced Customer Service > Cases > All.
    2. Open a case to see the related search results as per the case description.