I am trying to find out if there is a standard module that can provide below functionality. I copied the below functionality from a vendor website as it seems that they are describing what I need.
Is this functionality available in any of the 3 editions?
Guided assistance provides the ability to walk an agent through a series of questions to troubleshoot and reach an appropriate answer/solution. It is built for quick trouble-shooting and can be used in combination with broader agent scripting capabilities.
No, SplendidCRM does not currently have this feature. However, you can code it yourself. I suspect that the real effort of providing Guided Assistance is not the code, but your input of the conditions and the answers. Once you have your internal decision tree, I don't think that it would be hard to implement, regardless of the platform.
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