Knowledge Base
How To: CX Champion
How To: Department Lead/ Administrator
FAQs
Categories
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General & Settings
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SOP
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Pain Points
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CX Check-In
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General & Settings
- Settings - My Profile
- Settings - Security (Administrator)
- Settings - Leaderboard Feeds (Administrator)
- Settings - SOP Categories (Administrator)
- Settings - System Roles (Administrator)
- Settings - My Team (Administrator)
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Customer Journey Mapping
- Access a Customer Journey Map
- Create a New Customer Journey
- Zoom in and Zoom Out
- Edit or Delete an Action Box
- Move Single and Multiple Action Boxes
- Create and Edit Path Labels in a Customer Journey Map
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Service Blueprint
- Access a Service Blueprint
- Convert a CJM to a Service Blueprint (Create a Service Blueprint)
- Add a Description to a Card in a Service Blueprint
- Upload an Image to a Service Blueprint
- Create an Action in a Service Blueprint
- Import Actions from a Standard Operating Procedure
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Pain Points
- Website - Create a New Pain Point (Department Lead)
- App - Create a New Pain Point (Department Lead)
- Website - Resolving a Pain Point (Department Lead)
- App - Resolving a Pain Point (Department Lead)
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Standard Operating Procedures (SOPs)
- Create a SOP (Administrator, Department Lead)
- Create a New Version of a SOP
- Create an Action from a SOP
- View Collaborations in the SOP
- View/ Add Collaborators in the SOP
- Publish a SOP
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Task Scheduler
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