Configure Product Offers

As an agent, you can configure offers based on the customer requirements after you add them to the shopping cart and before proceeding to the checkout flow. Here's what you can do:

• Use guided configuration for mobile and TV services.

• Select and configure plans, devices, packages, and add-ons.

• View shopping cart pricing and reconfiguration options.

It provides a streamlined and efficient process for customer service agents to configure product offers based on the customer requirements. Here's the process flow to configure product offers:

Configure Mobile Line, Select Mobile Plan, and Device, and Add-Ons

Here are the steps:

1. Assign a nickname for the mobile line to make it meaningful for the customer on the Cart page.

   By default, the line name is Mobile Line 1. You can edit it based on customer's inputs.

2. Select the required mobile plan. If the customer decides to change to a different mobile plan, you can select a different mobile plan. In case additional plans are available then Browse all plans option is available.

3. Select whether customer wants to port in their existing number or get a new number auto assigned.

4. Select and configure one of the devices displayed in the tiles, select color and capacity, and then Add to Cart or select Browse all Devices to show additional options which the customer can select from.

5. Use the filter chips of search box to find device based on the brand that customer is interested in and then select Choose Device.

6. Select the add-on and note that it is presented as a selected option which can be removed if required.

7. The components of the bundled offer show whether they are configured and provide summary information about the nickname, plan, and device.

8. Click Save and Continue.

   As an agent, you're notified that the cart is updated.

9. Click rows to expand and collapse, and you can reconfigure at any time.

10. Click Add to Cart.

11. Change quantity and remove items if required.

12. Click Save and Continue.

    As an agent, you can at any time provide a summary of what the customer has in the shopping cart along with prices.

13. View the Cart Summary.

14. View the One Time, Recurring, and Discount options available based on the current configuration.

    As an agent, you can modify or reconfigure items in the cart by selecting the action items. These are dependent on the item context and provide a simple navigation for making relevant changes based on customer needs.

15. If the customer is interested in adding an additional line to their mobile plan, click ellipses corresponding to the item.

    Relevant action items to update the configuration, change the plan, and remove from cart are displayed.

16. Click ellipses for the Mobile section and select Add Mobile Line.

17. Select Add Mobile Line based on customer needs and configure the new line.

18. Click the new mobile line that appears in the cart.

19. Configure options for new line and new device.

    By default, the previous mobile plan is selected. If required the agent can select a different mobile plan based on the customer inputs.

20. Click Save and Continue.

    The plan is shown as configured. As an agent, you can view updated cart and cart summary with pricing.

21. Continue shopping and select new offers from the catalog.

22. Add, remove, or reconfigure options from the cart and empty the cart completely, and start over if required.

23. View cart summary.

Configure TV Plan (Optional)

Here's how you can configure TV plan:

1. If the customer is interested in a different TV plan select a different TV plan displayed on the tiles, or select one from the Browse All Plans catalog.

2. If the plan allows additional TV extensions then increase the extension quantity based on the customer's interest.

3. Select additional TV package add-ons that can be added as part of the selected TV plan.

4. Click Save and Continue.

   The TV plan is indicated as configured. The cart summary reflects all the configuration updates.

Add Accessories (Optional)

Here's how you can add accessories:

1. As an agent you're presented with optional accessories which can be added in any quantity.

   The recommended accessories are displayed based on the device selected in the mobile plan.

2. Other Accessories can be selected from the Browse all Accessories catalog.

   The cart summary is updated with the accessories selected.