How to create a new case with predefined parameters?
You will find the “Agent Scripts” tab in there. Go to “Customer Service Workspace” > Press “SHIFT” key and click on any case record, it should open in a tab and on your right side, there will be a “Smart Assist” pane.
Where do I find the Run Macro feature inside a case form? I will outline some of the common questions and answers below with examples: However, if you are completely new to this, I have outlined every step required.īasic steps are first create macros> then create agent scripts > add the scripts to the sessions > Run macro within Case tab If you are familiar with Power Automate and Logic Apps, this will be easy. Macro : An automation flow to perform specific tasksĪgent Script: A set of steps followed by an agent ( these steps can include macros as well)Īutomation Dictionary – What we use to get context parameters such as Current Session, Current Tab, Current Case etc.