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    Home Paris Now Platform Capabilities Now Platform capabilities Flow Designer Spokes Customer Service Spoke

    Customer Service Spoke

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    Customer Service Spoke

    Provides actions for flow designers to use when creating Customer Service Management business processes. Requires the Customer Service Management [com.sn_customerservice] plugin.

    Action Description
    Get Case Retrieve a case record using the case number. If multiple records are found, only the first record is returned.
    Create Case Create a case using one or more attributes. This action mimics the structure of the Case table (sn_customerservice_case) and exposes the fields present on the Case table. 
    Create Quick Case Create a case using the customer, description, channel, priority, and category attributes.
    Create Task on Case Create a case task and optionally associate it with a case.
    Update Case Update a case by providing the case reference and the fields that you want to update. 
    Assign Case Assign a case using matching rules. To use this action, you must first define the matching rules that match cases with resources (assignment groups, agents).
    Escalate Case Request case escalation. This action does not automatically approve escalation. Approval is based on the selected escalation template.
    Escalate Account Request account escalation. This action does not automatically approve escalation. Approval is based on the selected escalation template. 
    Add Work Note to Task Add a work note to a task or to task extended objects (for example, a case or case task).
    Add Comment to Task Add a comment to a task or to task extended objects (for example, a case or case task).

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      Customer Service Spoke

      • 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 Spoke

      Provides actions for flow designers to use when creating Customer Service Management business processes. Requires the Customer Service Management [com.sn_customerservice] plugin.

      Action Description
      Get Case Retrieve a case record using the case number. If multiple records are found, only the first record is returned.
      Create Case Create a case using one or more attributes. This action mimics the structure of the Case table (sn_customerservice_case) and exposes the fields present on the Case table. 
      Create Quick Case Create a case using the customer, description, channel, priority, and category attributes.
      Create Task on Case Create a case task and optionally associate it with a case.
      Update Case Update a case by providing the case reference and the fields that you want to update. 
      Assign Case Assign a case using matching rules. To use this action, you must first define the matching rules that match cases with resources (assignment groups, agents).
      Escalate Case Request case escalation. This action does not automatically approve escalation. Approval is based on the selected escalation template.
      Escalate Account Request account escalation. This action does not automatically approve escalation. Approval is based on the selected escalation template. 
      Add Work Note to Task Add a work note to a task or to task extended objects (for example, a case or case task).
      Add Comment to Task Add a comment to a task or to task extended objects (for example, a case or case task).

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