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User Guide
User Guide
  • πŸ‘‹Welcome to Cubu!
  • Getting Started
  • Understanding the Basics
    • Organizations
    • Process Management
      • πŸ“šIntroduction to Cases
      • πŸ“šService Models and Flow
      • πŸ“šStoring Data with Fields
      • πŸ“šCategorizing Cases with Tags
      • πŸ“šService Categories and Types
      • πŸ“šInboxes
      • πŸ“šRoutes
      • πŸ“šWorking Hours
      • πŸ“šWalk-in Services
      • πŸ“šAppointment-based Services
      • πŸ“šData Tables
      • πŸ“šThe Customers Data Table
      • πŸ“šAutomation
        • πŸ“„Automation Triggers
        • πŸ“„Automation Conditions
        • πŸ“„Automation Actions
    • Agent Status Tracking
    • Portals
      • πŸ“šPortal Flow I: Single Unit
      • πŸ“šPortal Flow II: Cross Unit Search
      • πŸ“šPrerequisites & Data Collection
    • Kiosks
      • πŸ“šKiosk Flow
      • πŸ“šKiosk Accessibility
    • Virtual Tickets
    • Service Level Alerts
    • Security and Permissions
      • Access Control
        • πŸ“šUnit Access Permissions
        • πŸ“šInbox Access Permissions
        • πŸ“šService & Calendar Access Permissions
        • πŸ“šFields Access Permissions
        • πŸ“šData Table Access Permissions
      • πŸ“šBuilt-in Roles
    • Subscriptions & Licensing
    • Chats Overview
  • User Tools
    • About Agents and Managers
    • Agent Console
      • βš’οΈAgent Console Basics
      • βš’οΈProcessing Cases
      • βš’οΈThe Inbox Tab
      • βš’οΈThe Case Tab
      • βš’οΈWorkspace Settings Tab
    • Calendar
      • βš’οΈSelecting Calendars
      • βš’οΈBooking, Checking-in & Canceling Appointments
    • Appointment Booking
    • Data Manager
      • βš’οΈSearching for Records
      • βš’οΈManaging Data Records
    • Case Browser
    • General Tasks
      • βš’οΈUpdating your Profile
      • βš’οΈSelecting Your Current Unit
      • βš’οΈChange Language
      • βš’οΈSwitch Organization
    • Report Center
    • Real-time Monitor
      • Widgets Reference
      • Metrics Reference
  • Connected Apps
  • Admin Tools
    • About Administrators
    • Organization Tree
      • βš’οΈManaging the Organization Tree
      • βš’οΈConfiguring Unit Access
      • βš’οΈConfiguring Time Zones
      • βš’οΈManaging Inboxes
      • βš’οΈManaging Routes
      • βš’οΈManaging Workstations
      • βš’οΈManaging Portals
      • βš’οΈManaging Kiosks
        • βš’οΈPrinted Tickets Templates
    • Service & Process Configuration
      • βš’οΈGlobal Service Settings
      • βš’οΈManaging Service Categories
      • βš’οΈManaging Service Types
      • βš’οΈManaging Fields
      • βš’οΈManaging Tags
      • βš’οΈManaging Working Hours
      • βš’οΈManaging Automations
      • βš’οΈManaging Data Tables
      • βš’οΈManaging Back-office Tasks
      • βš’οΈManaging Alert Rules
    • Service Management
      • βš’οΈWalk-in Services Settings
      • βš’οΈAppointment-based Services Settings
      • βš’οΈManaging Service Availability
      • βš’οΈManage Service Daily Plans
      • βš’οΈManage and Scedule Daily Plan Templates
    • Security and Permissions
      • βš’οΈManaging Users & Invitations
      • βš’οΈManaging Groups
    • Customer Engagement
      • βš’οΈSMS Templates
      • βš’οΈEmail Templates
      • βš’οΈICS Templates
      • βš’οΈManaging Themes
      • βš’οΈManaging Fonts
      • βš’οΈMedia Library
      • πŸ—’οΈDynamic Text Parameters (Messaging)
    • Localization and Translation
      • βš’οΈTranslating Resource Names
      • βš’οΈTranslating Kiosks, Portals, Tickets, and Chats
      • πŸ“„Dynamic Text Parameters (Public Apps)
    • Organization Settings
      • βš’οΈOrganization General Settings
      • βš’οΈPublic Text Languages
      • βš’οΈFile Storage
      • βš’οΈSSO
      • βš’οΈBI and Reports
      • βš’οΈCertificates
      • βš’οΈWebhooks
      • βš’οΈIntegrations
      • βš’οΈGroups
      • βš’οΈRegistered Applications
    • Chats Admin
      • βš’οΈChat Settings
      • βš’οΈChatbots Configuration
    • Billing
      • βš’οΈSubscription Management
      • βš’οΈPayments
    • Logs
      • βš’οΈEvent Log
      • βš’οΈSMS Log
      • βš’οΈChange Log
  • Digital Signage
    • πŸ“šDigital Signage
    • πŸ“šDigital Sign Appearance
    • βš’οΈManaging Digital Signs
    • βš’οΈManaging Screen and Frame Layouts
    • βš’οΈManaging Playlists
    • βš’οΈManaging Public Announcements
  • How To Guides
    • Agent Tasks
      • 🧐How to unlock a case processed by another user
    • Admin Tasks
      • 🧐How To: Compensate For No-shows
      • 🧐How To: Reference Data Records from Cases
      • 🧐How To: Configure a Phone Call Meeting
      • 🧐How To: Set Up a Kiosk Ticket Printer
      • 🧐How To: Configure SendGrid as an Email Provider
      • 🧐How To: Configure Mandrill as an Email Provider
      • 🧐How To: Use Google Fonts in Themes
    • Automations
      • 🧐How To: Use Automation to Send SMS
      • 🧐How To: Use Automation to Move a Case to Another Inbox
    • In-Branch Operations
      • 🧐How To: Use the Kiosk Client App
      • 🧐How To: Connect a Digital Sign
    • Kiosks
      • 🧐How To: Configure Accessible Kiosk with IVR
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  1. Understanding the Basics

Process Management

πŸ“šIntroduction to CasesπŸ“šService Models and FlowπŸ“šStoring Data with FieldsπŸ“šCategorizing Cases with TagsπŸ“šService Categories and TypesπŸ“šInboxesπŸ“šRoutesπŸ“šWorking HoursπŸ“šWalk-in ServicesπŸ“šAppointment-based ServicesπŸ“šData TablesπŸ“šThe Customers Data TableπŸ“šAutomation
PreviousOrganizationsNextIntroduction to Cases

Last updated 10 months ago