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Extend Service Assistant

Extend Service Assistant

After you set up and turn on Service Assistant, extend your agent with optional features that ground service plans in more of your data and give service reps additional resolution tools.

Required Editions

View supported editions.

Service Assistant creates service plans as soon as you set it up and turn it on. The features in this section are optional. Each one extends what Service Assistant can do, either by grounding service plans in more of your data or by giving service reps more tools to resolve the customer's issue. Turn on only the features that fit your service processes.

Feature Extensions

These features give you more ways to customize how Service Assistant works for your company.

  • Multiple agents: Route your Service Assistant agents to specific case types, business units, or other criteria with an autolaunched flow. See Set Up Multiple Agent Record Assignment (Optional).
  • Case features: Extend Service Assistant for Case with optional features such as Case Catch-Up and Insights and Similar Cases. Some of these features are available only for either dynamic or guidance plans. See Extend Service Assistant for Case.

Capability Extensions

These features give service reps more resolution assistance beyond the service plan. For full reference guidance, see Service Assistant Capabilities.

 
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