Use the Service Assistant
Written by Avery Simmons
Updated at September 1st, 2021
Table of Contents
1. On the global navigation bar, click Tasks.2. On the slide in menu, click Engagements.3. Open a contact’s Engagement or create a new one.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.7. Click on Assistant.8. Click Get Started.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.