The Service Selector in the Financial Services Workspace empowers agents to create the right case type or service request in seconds—reducing errors and accelerating time-to-resolution.

Have your agents spend less time navigating forms and more time helping customers, reduce admin effort, and accelerate new agent onboarding. With Service Selector, agents can quickly select from a curated list of available case types and services (such as payment inquiries, credit card requests, or account changes). This streamlined experience ensures:

• Faster case creation – Agents select the appropriate service directly from the workspace rather than searching through menus
• Reduced errors – Clear, categorized selection ensures the correct case type is chosen, triggering the right workflows and playbooks automatically
• Consistent service delivery – All agents follow the same standardized process for creating customer requests across banking, insurance, and customer service