Skip to main content
Use the Service Assistant
Updated over a week ago

The service assistant will guide you step-by-step by asking questions tailored to your case and providing the best possible outcome. You can’t enable the service assistant without first creating a Resolution Case.

Use the Service Assistant

1. On the global navigation bar, click Work and Resolution Cases.

2024-05-06_14-52-41.jpg

2. Open a client's Resolution Case or create a new one.

For more information, refer to the Create a Resolution Case article.

2023-11-13_12-42-21.png

3. Click Services.

2023-11-13_15-50-10.png

4. Toggle each applicable service.

2023-11-13_15-51-57.png

5. Click on a specific service listed in the left column to see the options available for that service.

For example, click on Penalty Abatement.

2023-11-13_15-53-19.png

6. Click on Assistant.

The service assistant will open on the right side of the screen.

2023-11-13_15-54-27.png

7. Click Get Started.

Answer the questions that are prompted.

mceclip7.png
Did this answer your question?