Siebel Email Response Administration Guide > Setting Up Siebel Email Response Workflows >

About Processing Email with Workflow Manager

This chapter contains information on how Siebel Email Response works with Workflow Manager to process incoming email. It also describes two inbound email workflow processes included with Siebel Email Response, eMail Response - Process Message and eMail Response - Process Service Request. For information about how to use Siebel Business Process Designer, see Siebel Business Process Designer Administration Guide.

Siebel Email Response processes each inbound email message using Siebel Business Process Designer. Siebel Business Process Designer is also used for user interface operations. Understanding Siebel Business Process Designer and the way Siebel Email Response uses it is critical to a successful deployment. It is strongly recommended that you learn the basics of Siebel Business Process Designer before implementing Siebel Email Response.

Siebel Email Response includes a few preconfigured workflows that route email messages to the right agent at the right time. Preconfigured workflows must be activated before they can be used. For instructions, see Activating Workflow Processes.

Viewing a List of Preconfigured Siebel Email Response Workflows

The following procedure describes how to see a list of the preconfigured Siebel Email Response workflows.

To see a list of preconfigured Siebel Email Response workflows

  1. Navigate to the Administration - Business Process Screen > Workflow Processes list.
  2. In the Workflow Processes list, perform a query for eMail Response* (to find all Email response workflows) in the name field with a status of Inactive.

NOTE:  You must activate these Inactive workflows before they can be used. For more information about activating preconfigured workflows, see Revising, Testing, and Activating Workflow Processes and Subprocesses.

You can use Siebel Business Process Designer with Siebel Assignment Manager, Siebel Universal Queuing, or a third-party universal queuing application to further automate your email interactions. No matter which routing method you use, it sets the Owned By field in the Activity record, so that the agent can view the email on the agent's My Communications screen. You can find detailed instructions for these applications in the following guides:

  • Siebel Business Process Designer Administration Guide
  • Siebel Assignment Manager Administration Guide
  • Siebel Universal Queuing Administration Guide

Email Response Workflow Processes and the Mobile Client

When you login to the mobile client, there is only a subset of the web client Email Response workflow processes available in the Workflow Processes list. The following is a list of the preconfigured Siebel Email Response workflows available through the mobile client:

  • eMail Response - Client Send Email
  • eMail Response - Update Activity Status
  • eMail Response - Response Workflow
  • eMail Response - Append Thread Id
Siebel Email Response Administration Guide