Overview

Dovetail Mobile Agent delivers the most common subset of Dovetail CRM functionality to a mobile platform, so that support agents can still work effectively when away from their desktop.

Search

Dovetail Mobile Agent provides search capabilities using our Dovetail Seeker search product. Agents can use Dovetail Mobile Agent to effectively search the Dovetail CRM system.

Case Management

Using Dovetail Mobile Agent, support agents can go from case creation to case close. Here is a summary of the features available to Dovetail Mobile Agent users.

Create Cases:

Viewing a case you can work the case entirely within Dovetail Mobile Agent:

Subcase Management

Dovetail Mobile Agent user can also work with subcases from creation to close. Here is a summary of subcase features:

Case and Subcase Workflow

The following Dovetail CRM and workflow operations are supported by both case and subcases:

Knowledge Management

Using Dovetail Mobile Agent, both support agents and users that are not logged can search for and view published solutions.

Public users can:

Support Agents can:

See Also

Introduction

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Getting Help

Overview