Customer Configuration Portal
Centralized hub for managing service configuration components
Active Rules
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Active Variants
0
Active SLAs
0
Configuration Components
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Business Rules
Define and manage business rules for request qualification, validation, and processing
Manage
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Touch Levels
Configure touch level determination rules and automation thresholds
Manage
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Intake Channels
Manage intake channels, sources, and authentication methods
Manage
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Process Variants
Define workflow variants and processing paths
Manage
0
SLA Definitions
Configure service level agreements, timers, and breach thresholds
Manage
0
Configuration Personas
Manage user roles and permissions for configuration
Manage
Configuration Workflow
Recommended order for setting up customer configurations
1
Define Business Rules
Set up qualification, validation, and processing rules
2
Configure Touch Levels
Define automation thresholds and touch level criteria
3
Set Up Intake Channels
Configure data collection points and authentication
4
Define Process Variants
Map workflow paths and processing logic
5
Configure SLA Definitions
Set up service level agreements and timers
6
Assign Configuration Personas
Define roles and permissions for configuration management