Configuring interactions for healthcare case types

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • You can add a create case UI action to enable agents to create a healthcare-related case from an interaction.

    By default, a UI action to create a case from an interaction is not available. As an administrator, you can create a UI action for creating healthcare-related cases and add the UI action to the Interaction form. For more information, see Create a UI action.

    Note:
    Agents use CSM Configurable Workspace for resolving healthcare cases. To use UI actions in CSM Configurable Workspace, each UI action must have a corresponding form action. For more information, see Set up a form action in CSM Configurable Workspace.