Playbooks in Service Portal
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Summary of Process Automation Designer in Service Portal
The Process Automation Designer in Service Portal allows users to utilize playbooks to streamline business processes. This feature enhances the user experience by providing a consumer-grade interface for guiding Service Portal users through various workflows, surfacing requests as catalog items, and enabling the management of long-running tasks.
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Key Features
- Rich User Interface: Offers a visually appealing experience for users during business processes.
- Guidance and Editing: Provides step-by-step guidance for complex processes and allows users to edit previous steps.
- Save and Resume: Users can save their progress on lengthy playbooks and resume later.
- Visibility: Users and agents can track their progress and tasks within the playbook.
- Mobile Support: Playbooks are accessible through mobile interfaces for on-the-go users.
Use Cases
- Business Account Onboarding: Onboard new customers and services efficiently.
- Loan or Mortgage Applications: Facilitate the intake process for credit applications, allowing users to save and return.
- Insurance Claims: Enable policyholders to submit claims easily.
- License Requests: Guide constituents in applying for various licenses through a government portal.
- Customer Cases: Assist users in logging cases with necessary details for faster resolution.
Life Cycle
The life cycle of a Service Portal playbook involves:
- Building the playbook in Workflow Studio by a business process administrator.
- Embedding the playbook into a Service Portal page and customizing it via the ServiceNow AI Platform®.
- Customizing the playbook portal page by Service Portal administrators and developers.
- Requesters launching and navigating the playbook.
Next Steps
- Set up mappings between your Service Portal theme and the UXF theme to ensure playbooks function correctly.
- Create a Playbook Content Item to allow users to launch the playbook.
- Use the Service Portal Designer to tailor the playbook runtime experience.
- Guide end users on how to launch and run playbooks effectively.
Use playbooks to guide Service Portal users through your business processes.
Using the widget
The Portal Playbook widget adds playbooks that your Service Portal users can run.
Provide a playbook experience to your Service Portal users for a consumer grade user experience. Requests on portals are surfaced as catalog items, including any playbooks you make available in Service Portal. Embedding a playbook in Service Portal enables:
- A rich user interface for activities during a business process
- Guidance for long business processes
- Going back and editing any previous steps of a business process
- Saving long running playbooks for a business process and resuming at a later point
- Seamless transition for agents and teams to enter a business process
- Visibility into where you are in a business process
- Visibility on a specific user's tasks
- Single admin experience for a whole business process.
Use cases
- Business account onboarding
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Onboarding a new or existing business customer with one or more contacts along with onboarding the services requested such as wire transfers, treasury services. Promote compliance and deliver a faster time to value.
- Loan or mortgage application
- Intake of a new credit card application or loan application for both consumers and corporate programs. Customer needs the ability to save the application and come back at a loter time to resume application.
- Insurance claims
- Policy holder submitting a new personal auto or home claim for an auto accident or home damage via portal.
- Request quote for a new policy
- Business customer requesting a quote for small business insurance policy that includes liability and commercial property insurance The customer can start filling in the request and the agent needs the abilith to fill in the remaining on behalf of the customer.
- License request
- Constituents requesting a new license such as a business license, or personal license (fishing, driving or hunting) from a government agency via a government portal. These applications typically vary by service and state and constituents need to be guided through request.
- Customer cases
- Cases logged by users who need guidance to select the correct issue and enter all the necessary details, such as instances, steps to reproduce, best time to contact, etc. Enable faster case resolution.
Life cycle
The general life cycle of a Service Portal playbook can be summarized as:
- A business process administrator builds the playbook in Workflow Studio. To learn more about building a playbook in Workflow Studio, see Building Playbooks.
- An administrator adds the playbook to a Service Portal page and customizes the playbook runtime experience at the same time through the ServiceNow AI Platform®. To learn more about embedding a playbook in Service Portal and further customizations in the ServiceNow AI Platform®, see Embed the playbook in Service Portal.
- Service Portal administrators and developers customize the playbook portal page. To learn more about using the Service Portal Designer to customize the playbook portal page, see Customize the playbook in Service Portal.
- Service Portal end users, also called requesters, launch and run through the playbook. To learn more about launching and running a playbook in Service Portal, see Run a playbook in Service Portal.