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rogermcnall
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Member since ‎May 31, 2023
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Roger Michael McNall

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rogermcnall on October 04, 2024
Can a filter step be added to the AI Bot?
We have 4 different knowledge bases, that are unique to our user types. We love the AI Search and responses, but we need a way to have the AI Bot check the role of the user before responding, and respond with conent from the KB that corresponds to read more
Reply Discussion Knowledge Base
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rogermcnall
Member
August 13, 2024
Reply to Edit contact right side bar within Conversation Inbox
I am not sure if I am suppose to add my own solutions to posts...? I was able to create Inbound and Outbound Activity Totals Cards. The Inbound Acti...read more
rogermcnall
Member
June 05, 2024
Reply to CC in Sequences
It would be great for us, if the CC's could be set based on different parameters or filter conditions, including associations. Like we have two t...read more
rogermcnall
Member
March 13, 2024
Reply to Multiple Customer Portal Domains With Business Units
I addition to being able to control the ticket properties displayed, and the filters, and even without "Business Units" since at present this has not...read more
rogermcnall
Member
March 13, 2024
Reply to More filters in customer portal
I addition to being able to control the ticket properties displayed, and the filters, it would also be beneficial to be able to create different Port...read more
rogermcnall
Member
March 13, 2024
Reply to Customer Portal - Customize Fields on Ticket Listing Page
I addition to being able to control the ticket properties displayed, it would also be beneficial to be able to create different Portal Subdomains bas...read more
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