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TAC Connect

Personal Assistant for Customers


and Partners

Cisco Customer Experience


September 2020
https://tacconnect.cisco.com
© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Public
Introduction

Accessing the Bot

Agenda
Conversations

Help, Commands & Feedback

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Ciscoand/or its affiliates.
and/or All rights
its affiliates. reserved.
All rights Cisco Public
reserved. Cisco Public
What is TAC Connect Bot? Benefits
TAC Connect Bot offers customers and partners • Easy to access
a self-service experience for common case
• Easy to use
inquiries and basic transactions. It even has the
ability to connect customers with case owners • Seamlessly connect to an Engineer
and duty managers.
• No need to call 1-800

Ask a Question

Get a Response

Customers TAC
and Connect
© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Public Partners Bot
TAC Connect Bot Features
Make Connections
Connect
Connect Crea te a
to
to Vi rtua l
Ca s e Owner/
Ma na ger Spa ce
Engi neer
Customers
&
Partners

Request Info & Perform Basic Transactions


View Case by Raise
Priority & Case Re-Queue
Closure Conf. Severity Case

Get Case,
Bug, RMA Add Case Escalate Re-open
Status Notes Case Case

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How it works
Cisco Video Playlist

YouTube Playlist

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Accessing the Bot

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Accessing the TAC Connect Bot

Go to https://tacconnect.cisco.com Go to Support Case Manager Interact within the Virtual Space

Created in the context of a TAC case

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Choose your interaction path!

https://tacconnect.cisco.com https://mycase.cloudapps.cisco.com

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Support Case
Manager

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“ASK THE BOT” – Start the interaction in the context of a case

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“Floating icon” – Start the interaction!

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Chat in Webex Teams

Click to create
a 1:1 space
with the bot.

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Chat in Webex Teams

Permission to allow the bot


to access bug and RMA
data on your behalf.

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Public
Chat in Webex Teams

This provides the bot to


access bug and RMA
data on your behalf.

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Webex Teams
Interface

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Prerequisite

• What – The email address that is used to login to Webex Teams MUST be the primary
email address associated with your Cisco.com profile.
https://rpfa.cloudapps.cisco.com/rpfa/profile/profile_management.do

• Why – To protect customer data.

• How – The email address of Webex Teams user account is mapped to Cisco.com user-id.
This user-id is used to authorize case, bug and RMA data access.

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Public
Steps to Get Started

• Login to https://tacconnect.cisco.com/app/

• Click the “Chat with your TAC Personal Assistant using Webex Teams”. Click
“Allow” button if it requests for permissions.

• You will be invited to a 1:1 Virtual space. That’s it!


Note: The email address associated with your Cisco.com user ID will be used to create the 1:1 Webex Teams room.

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Public
Steps to Get Started

1 2 3

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Sample Questions

• who are you


• what is the status of 683752332
• status CSCtz27004
• 88238608
• /help
• connect me to engineer
• /feedback <message>

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Public
Web Interface

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Public
Steps to Get Started

• Login to https://tacconnect.cisco.com/

• Click the “Chat with your TAC Personal Assistant right here”.

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Public
Sample Questions

• who are you


• what is the status of 683752332
• status CSCtz27004
• 88238608
• /help
• connect me to engineer
• /feedback <message>

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Public
Virtual Space

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Public
Bot is automatically added to external virtual space

Bot performs tasks in the


context of the TAC case
associated with the
external virtual space.

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Public
Conversations:
Status view and
Case Updates

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Prioritized View of Your Cases

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Get Case Status

Note: External users can access the case


data only if there are authorized. This
requires the user to have the service
contract used to open the case to be
associated with their Cisco.com profile.

Adding the user’s email address in the


CC Recipients field at the time of case
open in Support Case Manager does not
enable case data access.

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Public
Get Bug Status

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Get RMA Status

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Update a Case

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Request Latest Update on a Case

Bot Notification to Engineer

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Provide Case Closure Confirmation

Bot Notification to Engineer

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Conversations:
Engineer
Communication

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Connect to Engineer

Engineer is available

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Connect to Engineer
Engineer isn’t available

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Use Virtual Space as the Communication Preference

Webex Teams Virtual Space with


case contacts and owner

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Conversations:
Case Handling
Tasks

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Change Case Severity

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Requeue a Case

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Schedule Dispatch a Case

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Escalate a Case – Contact via Phone
DM is available

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Escalate a Case – Contact via Phone
DM isn’t available

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Escalate a Case – Contact via Email
Manager is in the office

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Escalate a Case – Contact via Email
Manager is out of the office

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Escalate a Case – Contact via Email
Manager is OOO and DM isn’t available

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Reopen a Case

Cases that are closed within the


last 14 days can be reopened.

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Connect to Duo

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Connect to Duo Support

Bot calls Duo support number,


informs customer’s account ID
to engineer and then connects
to customer via callback.

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Public
Conversations:
Talk to the Bot!

© 2020 Cisco and/or its affiliates. All rights reserved. Cisco Public
Ask for Status of a Case, Bug and RMA

Microphone and
Send buttons

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Help, Commands
Q&A, Feedback

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Help

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Command List

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Simple Case Management Related Q&A

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Share Feedback

Bot Feedback Case Feedback

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Latest Release-Notes in Web Interface

Red dot indicates


new features and
bug fixes!

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Latest Release-Notes in Web Interface

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Automatic Release Notifications in Webex Teams

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Please visit Cisco.com page and contact tac-connect@cisco.com for questions and feedback.

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