Summary:
This article provides an overview of the Digital Assistant's capabilities for troubleshooting CRM access and permission issues, including supported features, available support options, and key benefits.
Table of Contents:
Which CRM features can the Digital Assistant help diagnose feature-level access issues for?
What support and troubleshooting capabilities does the Digital Assistant provide for CRM access and permission issues?
What are the benefits of using the Digital Assistant for CRM access and permission issues?
Question 1: Which CRM features can the Digital Assistant help diagnose feature-level access issues for?
Answer: The Xvantage Digital Assistant can help diagnose feature-level access issues with the help of the Security Agent for the following Xvantage features: Bid Tool, Bid Search, Orders, Convert Quote to Order, ACOPs / Special Pricing, Cost Editor, Price Editor, Price List, Products vNext / AG Grid, Account Partners, Single View Credit / Credit Reviews, Activity Overview, KB Items, Lead, Contact, Opportunities, Vendors, Customer Survey, Account Vendor Profile, AQ Preferences, Addresses, Account Group, and Notes.
For access issues involving features not listed above, contact your CRM Administrator for assistance.
Question 2: What support and troubleshooting capabilities does the Digital Assistant provide for CRM access and permission issues?
Answer: The Digital Assistant provides the following support and troubleshooting capabilities:
Self-service support for CRM access-denied, permission, and authorization issues.
Ability to investigate why you cannot access CRM records such as Orders, Quotes, Opportunities, Accounts, and Contacts.
User access validation for yourself or another associate.
Security role and permission checks to help identify access-related issues.
Troubleshooting support for record visibility, ownership, sharing, team membership, and business unit access scenarios.
Assistance with feature-level permissions such as Edit Price, Edit Cost, quote actions, and order actions.
Guided conversational troubleshooting with intelligent follow-up questions and recommendations.
Seamless transfer to live support or ticket creation when additional assistance is needed, without repeating information already provided.
Question 3: What are the benefits of using the Digital Assistant for CRM access and permission issues?
Answer: Using the Digital Assistant offers the following benefits:
Get answers to CRM access and permission issues faster without waiting for a support associate
Quickly understand why access is denied and what actions are needed to resolve it
Reduce time spent troubleshooting security roles, permissions, and access issues
Minimize back-and-forth communication through guided diagnostics and personalized recommendations
Enjoy a smoother support experience with conversation history preserved if escalation is required