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Staff Actions

Your teams will use the platform to assist users, claim tasks and work on cases.

Assisting Users

Sometimes users need help with what they are doing. Assisted Service lets your staff members act on behalf of another user.

Claiming Tasks with Self Service

During a workflow process there will be tasks that need to be carried out by users. These appear on an article using the Self Service template.

Case Management - Responding to Cases

Cases are assigned and claimed using the Self Service template. Case Management provides a standard interface for working on the case.

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