An insurance agency wants to enable its call center agents to be more efficient when handling customer inquiries. After analyzing patterns in the call logs, the agency discovers that one of the top customer requests is to find out total insurance premiums paid as well as the difference year over year. Agents need to relay this information to the customer and then send them a summary report by email. The agency decides to implement this process using OmniScript. What three OmniScrlpts elements should be used to meet the requirements? Choose 3 answers
Answer(s): A,B,E
The three OmniScript elements that should be used to meet the requirements are: DataRaptor Extract Action, Email Action, and Calculation Action. A DataRaptor Extract Action can retrieve data from a Salesforce object, such as total insurance premiums paid and the difference year over year, and store it in an Interface object or a JSON object. An Email Action can send an email to the customer with a summary report attached, using data from an Interface object or a JSON object. A Calculation Action can perform mathematical operations on data from an Interface object or a JSON object, such as calculating the difference year over year
When a customer calls to add a new primary contact to their account, call center agents need to complete a I contact form. The agent enters the new contact information using an OmniScript and then needs to generate PDF with the contact information pre-filled that can be shared with the customer.Which OmniStudio tool should the consultant recommend to generate the pre-filled PDF'
Answer(s): C
The OmniStudio tool that the consultant should recommend to generate the pre-filled PDF is DataRaptor. A DataRaptor is a tool that can read, transform, and write data from Salesforce objects or JSON objects. A DataRaptor Load can write data to a PDF template using a PDF mapping file, and generate a PDF document with the contact information pre-filled. The PDF document can be stored as an attachment or a content document in Salesforce
A company plans to use OmniScript to digitally transform Its business. During the discovery phase of the project the team reviews all of the business processes including the Individual steps of each process. As a result of analysis, it is clear that many processes need to update contact data at different points in the process.What solution should the consultant recommend to efficiently meet these requirements?
Answer(s): B
The solution that the consultant should recommend to efficiently meet these requirements is to create an OmniScript that uses the reusable property to update contact data and embed it in other OmniScripts. A reusable OmniScript is an OmniScript that can be embedded in another OmniScript as a sub-process. This way, the consultant can create one OmniScript that updates contact data in a consistent way, and then use it in multiple OmniScripts that need to update contact data at different points in the process. This will improve the design and maintenance of the OmniScripts
When a customer wants to buy a new device, a discounted rate can be applied after considering the number lines and internet coverageon their current plan. Which OmniStudio tool could a consultant recommend to get the discounted rate?
The OmniStudio tool that the consultant should recommend to get the discounted rate is Calculation Matrices. A Calculation Matrix is a tool that can perform complex calculations based on multiple input variables and output values. The consultant can use a Calculation Matrix to define the input variables, such as number of lines and internet coverage, and the output values, such as discounted rate. The Calculation Matrix can then apply rules and formulas to calculate the discounted rate for each combination of input variables
A company is designing a new console for contact center agents. The cards in the console need to display the following:· "Open" cases with case description, case open date, case type, assigned to and priority fields. Open should be highlighted with a red border.· "Awaiting Closure" cases with case description, last action taken date, resolution, approval reason for closure, and assigned to fields. These cases should be highlighted with a grey border. · "Closed" cases with case description, resolution, case closed date fields with alink to duplicate cases.All cases will be fetched using a single DataRaptor.How should the consultant design the FlexCard solution to meet these requirements?
Answer(s): D
The consultant should design the FlexCard solution using card filter and multiple FlexCards to meet these requirements. A card filter is a property that determines which records are displayed in a FlexCard based on certain criteria. The consultant can use card filter to display only the cases with a specific status, such as Open, Awaiting Closure, or Closed. A FlexCard is a tool that can display data and actions in a card format. The consultant can create multiple FlexCards for each case status, and customize the fields and actions accordingly. The consultant can also use custom style to apply different borders for each case status
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