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    • Customer Service Management
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    Home Paris Customer Service Management Customer Service Management Customer Service Management Exploring Customer Service Management Additional Customer Service Management features Customer Service case digests

    Customer Service case digests

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    Customer Service case digests

    Use the case digests feature to provide periodic updates and resolution information about high priority customer service cases to customers and internal stakeholders.

    With this feature, you can send periodic case updates while a case is in progress using a case action summary. Once a case has been resolved, you can provide a post case review document that captures details about the issue, root cause, resolution, and preventive measures.

    The case digests feature uses a configuration for case action summaries and post case reviews. The configuration determines the information from a customer service case that is captured as part of the case action summary or the post case review document. The configuration also identifies the template that is used to create the summaries and review documents.

    • Case action summaries

      Use a case action summary to provide updates to customers and internal stakeholders while a case is in progress.

    • Post case reviews

      Use a post case review document to capture details about a resolved case, including a summary of the issue, affected assets, root cause, resolution, and any preventive measures.

    • Case action summary and post case review assignment rules

      Use assignment rules to assign case action summaries and post case review documents to customer service agents.

    • Create a case action summary

      Create a case action summary for a customer service case.

    • Create a post case review

      Create a post case review document for a resolved case that captures the configured case information.

    • Create a post case review for a major case

      Create a post case review document for a resolved major case that captures the configured case information.

    • Review and approve a post case review document

      Review and approve a post case review document for a resolved case.

    • Re-open a post case review document

      Re-open an approved post case review document if you need to make changes or update information.

    • Withdraw post case review approval

      Withdraw a post case review document after sending it for approval.

    • Cancel post case review

      Cancel a post case review that has not been approved, rejected or no longer requested state.

    • Components installed with case digests

      Several types of components are installed with the Case Digests plugin.

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      Customer Service case digests

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Customer Service case digests

      Use the case digests feature to provide periodic updates and resolution information about high priority customer service cases to customers and internal stakeholders.

      With this feature, you can send periodic case updates while a case is in progress using a case action summary. Once a case has been resolved, you can provide a post case review document that captures details about the issue, root cause, resolution, and preventive measures.

      The case digests feature uses a configuration for case action summaries and post case reviews. The configuration determines the information from a customer service case that is captured as part of the case action summary or the post case review document. The configuration also identifies the template that is used to create the summaries and review documents.

      • Case action summaries

        Use a case action summary to provide updates to customers and internal stakeholders while a case is in progress.

      • Post case reviews

        Use a post case review document to capture details about a resolved case, including a summary of the issue, affected assets, root cause, resolution, and any preventive measures.

      • Case action summary and post case review assignment rules

        Use assignment rules to assign case action summaries and post case review documents to customer service agents.

      • Create a case action summary

        Create a case action summary for a customer service case.

      • Create a post case review

        Create a post case review document for a resolved case that captures the configured case information.

      • Create a post case review for a major case

        Create a post case review document for a resolved major case that captures the configured case information.

      • Review and approve a post case review document

        Review and approve a post case review document for a resolved case.

      • Re-open a post case review document

        Re-open an approved post case review document if you need to make changes or update information.

      • Withdraw post case review approval

        Withdraw a post case review document after sending it for approval.

      • Cancel post case review

        Cancel a post case review that has not been approved, rejected or no longer requested state.

      • Components installed with case digests

        Several types of components are installed with the Case Digests plugin.

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