Account Manager (CRM)

Table of Contents

• AI Account & Claim Assistant
  • Investigating a claim
  • Investigating an account
  • Making changes
  • Referencing other claims
  • Evidence & grounding
  • Usage limits & availability
  • Giving feedback
  • Safety & good practices
• Account Management
  • Account Page - Options
  • Account Management page
  • Using a dialer with receive
• Claim Overview
  • Claim Overview page
  • Claim Page
• Tasks
• Communication Center