Cubu Docs
User Guide
User Guide
  • 👋Welcome to Cubu!
  • Getting Started
  • Understanding the Basics
    • Organizations
    • Process Management
      • 📚Introduction to Cases
      • 📚Service Models and Flow
      • 📚Storing Data with Fields
      • 📚Categorizing Cases with Tags
      • 📚Service Categories and Types
      • 📚Inboxes
      • 📚Routes
      • 📚Working Hours
      • 📚Walk-in Services
      • 📚Appointment-based Services
      • 📚Data Tables
      • 📚The Customers Data Table
      • 📚Automation
        • 📄Automation Triggers
        • 📄Automation Conditions
        • 📄Automation Actions
    • Agent Status Tracking
    • Portals
      • 📚Portal Flow I: Single Unit
      • 📚Portal Flow II: Cross Unit Search
      • 📚Prerequisites & Data Collection
    • Kiosks
      • 📚Kiosk Flow
      • 📚Kiosk Accessibility
    • Virtual Tickets
    • Service Level Alerts
    • Security and Permissions
      • Access Control
        • 📚Unit Access Permissions
        • 📚Inbox Access Permissions
        • 📚Service & Calendar Access Permissions
        • 📚Fields Access Permissions
        • 📚Data Table Access Permissions
      • 📚Built-in Roles
    • Subscriptions & Licensing
    • Chats Overview
  • User Tools
    • About Agents and Managers
    • Agent Console
      • ⚒️Agent Console Basics
      • ⚒️Processing Cases
      • ⚒️The Inbox Tab
      • ⚒️The Case Tab
      • ⚒️Workspace Settings Tab
    • Calendar
      • ⚒️Selecting Calendars
      • ⚒️Booking, Checking-in & Canceling Appointments
    • Appointment Booking
    • Data Manager
      • ⚒️Searching for Records
      • ⚒️Managing Data Records
    • Case Browser
    • General Tasks
      • ⚒️Updating your Profile
      • ⚒️Selecting Your Current Unit
      • ⚒️Change Language
      • ⚒️Switch Organization
    • Report Center
    • Real-time Monitor
      • Widgets Reference
      • Metrics Reference
  • Connected Apps
  • Admin Tools
    • About Administrators
    • Organization Tree
      • ⚒️Managing the Organization Tree
      • ⚒️Configuring Unit Access
      • ⚒️Configuring Time Zones
      • ⚒️Managing Inboxes
      • ⚒️Managing Routes
      • ⚒️Managing Workstations
      • ⚒️Managing Portals
      • ⚒️Managing Kiosks
        • ⚒️Printed Tickets Templates
    • Service & Process Configuration
      • ⚒️Global Service Settings
      • ⚒️Managing Service Categories
      • ⚒️Managing Service Types
      • ⚒️Managing Fields
      • ⚒️Managing Tags
      • ⚒️Managing Working Hours
      • ⚒️Managing Automations
      • ⚒️Managing Data Tables
      • ⚒️Managing Back-office Tasks
      • ⚒️Managing Alert Rules
    • Service Management
      • ⚒️Walk-in Services Settings
      • ⚒️Appointment-based Services Settings
      • ⚒️Managing Service Availability
      • ⚒️Manage Service Daily Plans
      • ⚒️Manage and Scedule Daily Plan Templates
    • Security and Permissions
      • ⚒️Managing Users & Invitations
      • ⚒️Managing Groups
    • Customer Engagement
      • ⚒️SMS Templates
      • ⚒️Email Templates
      • ⚒️ICS Templates
      • ⚒️Managing Themes
      • ⚒️Managing Fonts
      • ⚒️Media Library
      • 🗒️Dynamic Text Parameters (Messaging)
    • Localization and Translation
      • ⚒️Translating Resource Names
      • ⚒️Translating Kiosks, Portals, Tickets, and Chats
      • 📄Dynamic Text Parameters (Public Apps)
    • Organization Settings
      • ⚒️Organization General Settings
      • ⚒️Public Text Languages
      • ⚒️File Storage
      • ⚒️SSO
      • ⚒️BI and Reports
      • ⚒️Certificates
      • ⚒️Webhooks
      • ⚒️Integrations
      • ⚒️Groups
      • ⚒️Registered Applications
    • Chats Admin
      • ⚒️Chat Settings
      • ⚒️Chatbots Configuration
    • Billing
      • ⚒️Subscription Management
      • ⚒️Payments
    • Logs
      • ⚒️Event Log
      • ⚒️SMS Log
      • ⚒️Change Log
  • Digital Signage
    • 📚Digital Signage
    • 📚Digital Sign Appearance
    • ⚒️Managing Digital Signs
    • ⚒️Managing Screen and Frame Layouts
    • ⚒️Managing Playlists
    • ⚒️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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On this page
  • Walk-in Service
  • Single Queue / Single Agent
  • Single Queue / Multiple Agents
  • Moving Case to Another Inbox
  • Appointment-based Service
  • Single Calendar / Single Agent
  • Single Service / Multiple Calendars / Multiple Agents
  • Single Service / Multiple Calendars / Single Queue / Multiple Agents
  1. Understanding the Basics
  2. Process Management

Service Models and Flow

Exploring common service flows.

PreviousIntroduction to CasesNextStoring Data with Fields

Last updated 8 months ago

This document describes typical service models supported by Cubu.

Walk-in Service

Single Queue / Single Agent

  • Customers form a single queue and wait to be served.

  • Multiple service agents are available to serve customers from this single queue.

  • The next available agent serves the next customer in line.

  • It is commonly used in settings like customer service centers or retail checkout counters.

Single Queue / Multiple Agents

  • Customers form a single queue and wait to be served.

  • Multiple service agents are available to serve customers from this single queue.

  • The next available agent serves the next customer in line.

  • It is commonly used in settings like customer service centers or retail checkout counters.

The benefits of this model include fair service allocation, efficient agent utilization, scalability, high customer satisfaction, and simplified management.

Variation: Using Automations

Automate case processing by adding an inbox automation triggered by predefined events, handling selected cases based on their values and tags. Use it to send messages, set field values, add/remove tags, and move cases to other inboxes.

Learn more: Automation

Moving Case to Another Inbox

Cases may need to be handled by multiple users before they can be resolved. Agents can transfer cases between inboxes. In this scenario, each inbox represents a step in the business workflow.

Learn more: Routes

Appointment-based Service

Single Calendar / Single Agent

This is the basic appointment scenario:

  • A single daily calendar is created for the service, representing a single agent.

  • When customer checks in for their appointments, they enter the inbox's queue.

  • A single agent processes the cases in the inbox.

Single Service / Multiple Calendars / Multiple Agents

In this scenario, multiple calendars are created for the service on the same date, representing multiple agents.

A separate queue is maintained for each calendar, with a single agent processing the cases in the inbox.

Single Service / Multiple Calendars / Single Queue / Multiple Agents

In this scenario, multiple calendars are created for the service on the same date, representing multiple agents.

When customers check-in, they enter a single queue, which multiple agents process.

The benefit of this model is that while the calendars govern the number of appointments and their distribution throughout the day, customers are served by the first available agent, which improves throughput and potentially lowers waiting time.

Use this model when it does not matter which agent served the customer.

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Single Queue / Single Agent
Single Queue / Multiple Agents
Using Automations
Moving Cases Between Inboxes
Single Calendar / Single Agent
Single Service / Multiple Calendars / Multiple Agents
Single Service / Multiple Calendars / Single Queue / Multiple Agents