Dynamic Forms 📝

To manage the tickets from different campaigns, agents must fill out task forms that request information related to the customer service process, customer, or product or service. Each task form has specific fields that depend on the campaign's objective, and the agent can fill them out as many times as necessary. Sagicc allows adding dynamic and fully parameterizable forms so that agents can easily and fully perform their tasks.

Through the side menu, you can access the Dynamic Forms module.

Sagicc will take you to a list where you can browse all existing forms on the platform. For each form in the list, you can see basic information such as name, description, status, and creation date. By clicking on the Add Form button (in the upper right corner), you can display a form to add a new dynamic form to the platform.

By clicking on Edit (in the Options column), you can access the configuration of a specific form and modify it. Also, from Options, you can Disable, Delete, or Duplicate an existing form.