Guided Interactions: Video Tutorials

The content in this article is appropriate for: Administrators, Supervisors, and Agents

1. Creating an Address Capture Slide Tutorial 
2. Disposition Slide Tutorial
3. Insert a Field Tutorial
4. Inserting a Field into Dynamic Text
5. Tutorial for Script Routing
6. Adding a Shopping Cart Tutorial
7. Setting Up SKUs Tutorial
8. Export-Import a SKU Spreadsheet
9. Setting Quantity Conditions on a SKU - Part 1
10. Setting Quantity Conditions on a SKU - Part 2
11. Setting up a “some all” Upgrade
12. Creating a Workflow Tutorial

Creating an Address Capture Slide Tutorial 

In a guided interaction (script) that requires the collection of the customer's information, this video shows how all the information can be set up on one slide. The billing information will be collected first and will be mirrored to the shipping information. 

Disposition Slide Tutorial

This tutorial covers a basic overview of the purpose and use of the Disposition slide in a guided interaction (script). 

Insert a Field Tutorial

There are a variety of fields that can be added to guided interactions (scripts), and each serve a specific purpose. This tutorial covers how each field type can be used and the differences between them. 

Inserting a Field into Dynamic Text

This tutorial demonstrates how to set up a dynamic text field and conditional dynamic text within a guided interaction (script).

Tutorial for Script Routing

This tutorial gives typical routing situations and demonstrates how to configure the routing conditions.

Adding a Shopping Cart Tutorial

This tutorial walks you through how to add a shopping cart to a guided interaction. The video covers  customization options that the cart allows. 

Setting Up SKUs Tutorial

This tutorial is a basic overview of the configuration of SKUs in a guided interaction (script) that already has both a cart and payment plans configured.

Export-Import a SKU Spreadsheet

One way to add or review SKUs is to import or export a SKU spreadsheet; this tutorial walks you through the process of creating and importing a SKU spreadsheet, how to export a SKU spreadsheet, and reasons why these features would be useful. 

Setting Quantity Conditions on a SKU - Part 1

This tutorial covers how to set up quantity conditions as a price override, without using the active conditions within the quantity conditions configuration.

Setting Quantity Conditions on a SKU - Part 2

A continuation of the Part 1 tutorial, this tutorial walks through the configuration of active conditions in a SKU's quantity conditions. 

 Setting up a “Some / All” Upgrade

In a guided interaction (script) that allows the customer to upgrade some or all of their main offer units, this tutorial walks you through the setup process. This example allows up to 3 units, and the customer will be able to choose to upgrade 1, 2, or 3 of their units.

Creating a WorkFlow (formerly known as Commflow) Tutorial

This tutorial covers how to create a workflow for a guided interaction (script). This example shows how to add and configure the embed node, script node, and any integration nodes.