Introducing Version 8.17

New Feature Release

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Schedule a Workspace

When planning for an upcoming project or process, you now have the option to schedule a workspace in advance, choosing the specific date and time you want it to kick off.

You can leverage this feature for recurring processes, and schedule a workspace to be automatically created on a monthly basis.

Access your Calendar or the Template Library to schedule your workspace.

Note:

• Org admins can delete scheduled workplaces.
• Scheduled workspaces will not be created if the user is deactivated or deleted.

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Skip Sequential Order

You now have the ability to make certain steps within flow non-sequential. By enabling the “Skip Sequential Order” feature for a action in the flow, assignees will be able to complete that step in parallel with the previous action in the flow.

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New Enhancements

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Create Forms in a Workspace

Create a new form directly from within your workspace, without needing to pre-create the form in your content library.

When adding a Form action, select “New Form”, build your form, and assign the form action. The form can be edited within the workspace, and you have the option to save the form to your content library.

Additionally, you are now able to include a signature and image field in your form.

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Autosave Forms

Autosave automatically saves your form progress, saving all entries when you leave the portal. When you re-open the form, you can continue where you left off.

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Multiple Assignees for To-Dos

You can now assign To-Dos to multiple individuals.

Establish a sequential signing order for To-Dos to be completed in a designated order, or allow users to work on the To-Dos simultaneously.

If you opt for parallel order, the To-Do creator can choose whether the To-Do must be completed by all assignees, the majority of assignees, or just one assignee.

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Remove and Replace E-Sign Files

Easily remove or add a new file to your existing E-sign actions, without having to create a new E-sign action.

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Live Chat Custom ‘No Availability’ Message

If no agent is available to pick up a Live Chat request, you can display a custom message to your clients.

Easily configure this message in your Admin portal.

Note:

• Messages have a 150 character limit.

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Jumio Integration Updates

Moxo’s Jumio action now supports three additional Jumio workflows:    

• ID Capture and Storage
• ID and Identity Verification
• ID Verification, Identity Verification, and Screening

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Service Request Feature

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Introducing Service Requests Templated Messages

Service Request template messages are designed to help agents efficiently address service requests by leveraging pre-written content. You can configure template messages directly from the Admin portal.

To respond to a service request using a template message, agents can type ‘#’ in the chat and choose the title of the template message you would like to use.