The service assistant will guide you step-by-step by asking questions tailored to your case and providing the best possible outcome. You can’t enable the service assistant without first creating an Engagement.

Roles/permissions: 

• Roles: Any
• Permissions: Engagements

1. On the global navigation bar, click Tasks.

• A new menu will slide in from the left.

2. On the slide in menu, click Engagements.

3. Open a contact’s Engagement or create a new one.

• For more information, refer to the Create an Engagement article.

4. Click Services.

5. Toggle each applicable service.

6. Click on a specific service listed in the left column to see the options available for that service.

• For example, click on Penalty Abatement.

7. Click on Assistant.

• The service assistant will open on the right side of the screen.

8. Click Get Started.

Answer the questions that are prompted.