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Product Tour | On demand | 50 minutes

Exploring Emplifi Agent: Cases, layouts and advanced suggestions

Watch this on-demand session with Michael Freshwater and Jennifer Holzhauser for a 50-minute walkthrough of four practical Agent admin topics: cleaning up codes and cases, organizing layouts, configuring advanced suggestions, and getting started on Emplifi Learning.

 

  • Find unused standard letters and reason codes with a frequency report set to a threshold of zero, then deactivate (never delete) so reporting history stays intact
  • Run the case purge utility safely. Flag cases to keep or delete, validate in test mode, export before purge, and avoid the action processor pitfalls Jennifer walks through
  • Reorder case sections, swap essential and detail views, and use hide-if rules so manufacturing fields only appear when a product is selected
  • Configure advanced suggestions to drive letters, paragraphs, enclosures, actions, and InfoCenter content from a single filter rule on the ESP panel
  • Get set up on Emplifi Learning, browse the Agent course catalog, and preview the new digital content rooms your CSM will be using through 2026
Emplifi Agent

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