Set up your environment

  • Release version: Australia
  • Updated July 2, 2026
  • 1 minute to read
  • Begin your customer journey by preparing your Proactive Service Experience Workflows environment with data models, customer data, product data, and user management tools to go live.

    Task Description
    Getting started with Proactive Service Experience Workflows Activate Proactive Service Experience Workflows.
    Add users to assignment groups Add users to the escalation stages and assign the roles.