D2H Customer Request
DTH subscription plan change use case, where agent fetches customer information via IF and updates data into multiple applications(DTH Portal, Database, Excel)
Top Benefits
- Improve sales team productivity by up to 30%.
- Speed up reporting cadence to focus team on the right priorities.
- Fast, efficient processing whenever you need it.
Tasks
- Interactive Form
- Alert email
- Excel
DTH subscription plan change use case, where agent fetches customer information via IF and updates data into multiple applications( DTH Portal, Database, Excel ). Also, it generates an invoice and sends an email at the end.
In addition, this use case includes dynamic selection components (radio buttons, checkboxes) which are not inherently available to IF, to give dynamic selection we have used a custom command package.
Free
- Bot Security Program
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Level 1
- Applications
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- Business Process
- Customer Service & Support
- Category
- Utility
- Vendor
- Automation Type
- Bot
- Last Updated
- May 19, 2021
- First Published
- October 13, 2020
- Platform
- Automation 360
- ReadMe
- ReadMe
- Support
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- Community Support Only
- Pathfinder Community Developer Forum
- Bot Store FAQs
See the Bot in Action
Setup Process
Install
Download the Bot and follow the instructions to install it in your AAE Control Room.
Configure
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
Run
That's it - now the Bot is ready to get going!
Requirements and Inputs
- DTH website data
- Input data source