Install and configure the Service Request Playbook application
Install the Service Request Playbook application, which enables public sector users to submit and track non-emergency service requests, and provides government agents with a process for handling these requests. You can then configure the features available for submitting requests and routing requests to agents.
As a user with the admin role, complete the following configuration tasks to set up the Service Request Playbook, after you install the Public Sector Digital
Services Core application.
| Task | Description |
|---|---|
| Install Service Request Playbook application | Install Service Request Playbook (com.sn_public_sector_digital_services_core) from the ServiceNow® Store. |
| Automatically route service requests using Advanced Work Assignment | Use the ServiceNow Advanced Work Assignment (AWA) application to route and assign public sector service requests to designated agents. |
| Configure Engagement Messenger for Playbooks | Configure certain Engagement Messenger settings that enable public sector end users to create and track non-emergency service requests from Engagement Messenger. |
| Enable public sector end users to create a service request using Virtual Agent | Use Virtual Agent Designer to publish the prebuilt conversation topic, Create a Service Request, which enables end users to submit a service request using the Virtual Agent chatbot. |
| Configure the Similar Records Activity UI in Service Request Playbook | View a list of similar requests by location, without having to search for the requests or leave the playbook. |
| Configure Mobile Agent for Service Request Playbook | (Optional) Install the Customer Service Mobile and Service Request Playbook plugins to enable government service agents to track non-emergency service requests on the Mobile Agent. |