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Release: Australia · Updated: 2026-07-02 · Official documentation · View source

Set up your environment

Begin your customer journey by preparing your Proactive Service Experience Workflows environment with data models, customer data, product data, and user management tools to go live.

TaskDescription
Getting started with Proactive Service Experience WorkflowsActivate Proactive Service Experience Workflows.
Add users to assignment groupsAdd users to the escalation stages and assign the roles.

Parent Topic:Configuring Proactive Service Experience Workflows