Stages are attributes attached to customer requests to simplify searching for necessary information.
To create a stage:
Go to the 'Contact Center AI' section.
In the upper right corner of the second panel, click the project selection button and click the 'Project settings' button.
Select the required Project, and within it the Business Process.
Click the 'Add stage' button and specify:
- Stage Name;
- Status of the stage — New, In Progress, Completed;
- Color of the stage.
Click the 'Save' button.
To edit a stage, click the pencil icon button. After completing the edit, click the 'Save' button.
To delete an unused stage, click the pencil icon button, then the trash icon and the 'Delete' button.
Option 1: No requests are linked to the stage.
Option 2: Requests are linked to the stage — you need to select another stage to move them to, and only after that can the stage be deleted.
The stage is assigned in the 'Dialogs' section when creating a request.
Also see:
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