Request Categories

Request Profiles screen is a dedicated interface for creating and editing request profiles. These profiles can be filtered, activated, deactivated, deleted, and linked to companies, offering 100% customization to meet client-specific needs. It enables the mapping of the most frequent requests and the definition of the information flow required from the user. This approach streamlines problem resolution, making it faster and more efficient. Additionally, the system allows for configuring the responses to assign a level of criticality to each request.

List of Request Profiles

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Creating a Request Profile

When creating a profile, it's essential to provide a name and description.

The flowchart outlines the user's journey when initiating a request, aiding in retrieving relevant information. Certain stages allow defining the criticality of the ensuing request.

Adding a new stage to the flow is as simple as clicking the '+' sign. In every stage the user's response is mandatory.

Types of Stages

Title

This is the first stage of the flow, where a standard question is posed. The user's text response forms the title of the request.

Title Stage

Question

This second standard stage, where you can set the main question to be answered for different 'Response' stage types.

Adding Question Stage

Response

At this stage, the criticality of the request is determined. It presents the user with fixed response options to the 'Question' stage, typically in a select format.

Adding Response Stage

Text

A stage for open-ended questions.

Adding open-ended questions

To complete this flow, connect all stages to form a continuous sequence leading to the 'Create Request' stage.

Once the flow is finalized, it can be linked to companies that will use it as their request flow.

Remember: Each company can only be linked to one request profile.

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