Abstract: The present disclosure relates techniques for coordinating and synchronizing client-facing support services with the activities and responses from one or more technical teams assigned to address a client issue. In certain implementations, this may allow an agent or customer approach to use a single reference identifier (such as a case or matter number) to access information or updates from technical teams that do not typically employ such a number for their own tracking purposes. In this manner, relevant information to a client issue may be accessed from all involved technical teams at the agent level as well as allowing the technical teams themselves to readily see activity by other teams.

Abstract: Persistent storage contains a definition of a playbook and a plurality of subtasks for the playbook, wherein some of the subtasks are respectively associated with corresponding data sources that provide units of related information. One or more processors can: generate a representation of a graphical user interface including a menu pane, a subtask pane, and a related information pane, wherein the menu pane is populated with selectable objects representing the subtasks; receive an indication that a particular selectable object representing a particular subtask has been selected; determine that a particular data source corresponding to the particular subtask can provide a particular unit of the related information; obtain, from the particular data source, the particular unit of the related information; and update the representation to include details of the particular subtask in the subtask pane, and to include the particular unit of the related information in the related information pane.

Abstract: A system includes one or more client instances hosted by a platform, in which the one or more client instances includes an agent port. A client may submit a request for a resolution to an agent. The agent portal may receive the request, display a subset of one or more sub-case type selections in response to receiving the request, and receive an indication of a selected sub-case type selection of the one or more sub-case type selection to initiate one or more processes to resolve the request. In response to selecting the sub-case type selection, the system may automatically select related sub-case type selections to resolve the request.

Abstract: The present disclosure relates techniques for coordinating and synchronizing client-facing support services with the activities and responses from one or more technical teams assigned to address a client issue. In certain implementations, this may allow an agent or customer approach to use a single reference identifier (such as a case or matter number) to access information or updates from technical teams that do not typically employ such a number for their own tracking purposes. In this manner, relevant information to a client issue may be accessed from all involved technical teams at the agent level as well as allowing the technical teams themselves to readily see activity by other teams.

Abstract: The present disclosure relates techniques for coordinating and synchronizing client-facing support services with the activities and responses from one or more technical teams assigned to address a client issue. In certain implementations, this may allow an agent or customer approach to use a single reference identifier (such as a case or matter number) to access information or updates from technical teams that do not typically employ such a number for their own tracking purposes. In this manner, relevant information to a client issue may be accessed from all involved technical teams at the agent level as well as allowing the technical teams themselves to readily see activity by other teams.

Abstract: The present disclosure relates techniques for coordinating and synchronizing client-facing support services with the activities and responses from one or more technical teams assigned to address a client issue. In certain implementations, this may allow an agent or customer approach to use a single reference identifier (such as a case or matter number) to access information or updates from technical teams that do not typically employ such a number for their own tracking purposes. In this manner, relevant information to a client issue may be accessed from all involved technical teams at the agent level as well as allowing the technical teams themselves to readily see activity by other teams.