Product overview


BMC Helix Business Workflows is a cloud‑native case management application designed for functions such as Facilities, Travel, Legal, and HR. It provides tools that help your teams track, process, and resolve cases through configurable workflows.​​

BMC Helix Business Workflows integrates with BMC HelixGPT to bring natural‑language processing and autonomous action capabilities into case management. With this integration, the product can interpret user inputs, surface relevant information, and perform actions directly within a case. This capability makes user interactions more intuitive, enhancing the creation, analysis, and management of cases. To use these capabilities, administrators must enable BMC HelixGPT for BMC Helix Business Workflows. For more information about enabling BMC HelixGPT in your environment, see Configuring BMC HelixGPT for BMC Helix Business Workflows.

Agentic AI extends the capabilites of BMC HelixGPT by introducing autonomous agents that support different activities in the case lifecycle. These agents use the context from the case to provide information, suggest next steps, and complete specific tasks on behalf of the user.

Agentic AI includes two agents that work within BMC Helix Business Workflows:

  • Service Collaborator—Provides AI-driven assistance to case agents for case resolution, including answering case-related questions, generating summaries and resolution descriptions, predicting templates and categories, handling emailed cases, detecting sentiment, and creating dashboards to measure AI impact. These features speeds up case handling.
  • Knowledge Curator—Automates Knowledge Management by creating and validating articles from case details and translating them into multiple languages. This capability improves self-service and supports global operations.

Overview video

The following video (4:10) gives an overview of BMC Helix Business Workflows:

icon_play.png https://youtu.be/QxhZUG01qHg

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User roles

BMC Helix Business Workflows provides the following primary roles:

  • Case agent
  • Case manager
  • Case business analyst

The following image lists the key responsibilities of each role:

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Additional functional roles can be assigned to these roles to perform actions and tasks in BMC Helix Business Workflows. Learn more about roles in Roles in BMC Helix Business Workflows.

 

Product features

The following table shows the features of BMC Helix Business Workflows:

Feature

Description

Intelligent service delivery

Simplify the service experience with a comprehensive service catalog.

HelixGPT-powered intelligence

Use AI agents such as Service Collaborator and Knowledge Curator to generate case summaries, resolution descriptions, predict templates, translate articles, resolve cases from emails, and generate knowledge articles.

Integration with other applications

Integrate with BMC and third-party applications for a seamless experience.

Knowledge management services

Create and maintain knowledge articles with real-time language translation and KCS v6 verification.

Omni-channel engagement

Enable case agents to work from anywhere through virtual agents and chatbots.

Comprehensive case managementResolve customer issues effectively through case templates and out-of-the-box content packages.

Drag-and-drop workflow creation

Create custom workflows to meet business requirements by automating manual processes.

The following image shows the features of BMC Helix Business Workflows that make it a modern case management solution:

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Learn more

The following table lists key goals of primary roles and provides corresponding links to the documentation:

Product role

Goal

Where to go

Case Agent

  • Create cases for user issues.
  • Work on cases by performing different actions on them.
  • Learn about responsibilities and permissions of a case agent.

Case Manager

  • View reports and analyze the performance of the team.
  • Learn about responsibilities and permissions of a case manager.

Case Business Analyst

 

  • Customize the flow of cases for different lines of business, and create processes to handle cases and tasks to resolve cases.
  • Create rules that automatically perform an action. For example, you can create a rule that automatically retires knowledge articles.
  • Configure UI views by adding and removing fields and changing the branding.
  • Add or modify configurations that suit your requirements. For example, you can create templates for an HR support group specific to your company.
  • Create templates for cases, tasks, emails, and notifications.
  • Configure approvals for cases, tasks, and knowledge articles.
  • Integrate BMC Helix Business Workflows with other applications by using connectors.
  • Learn about responsibilities and permissions of a case business analyst.

Related topics

User interface overview

Setting up and going live

Agentic AI capabilities in BMC Helix Business Workflows

 

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