Associating Templates and Solutions with Categories

For information about how to create a template, see Siebel Email Administration Guide. For information about how to create and store solutions, see Siebel CTI Administration Guide.

To associate solutions or response templates with categories

  1. Navigate to the Administration - Catalog screen, then the Smart Answer Settings view.

  2. Drill down on the name of your catalog. The Categories screen appears.

  3. Select either the Solutions view tab, or the Response Templates view tab.

  4. To associate an item with the catalog, add a new solution or response template record.