Creating a composite tab

2 Tasks

5 mins

Pega Customer Service 8.8

Pega Customer Service 8.8 Pega Customer Service 8.6 Pega Customer Service 8.5 Pega Customer Service 8.4

Visible to: All users

Advanced Pega Customer Service 8.8 Agent Desktop English

Scenario

As a customer service app administrator, you must create a new tab to display the transaction history and statement for a contact in a separate tab.

Use the following credentials to log in to the exercise system:

Role	User name	Password
CS Administrator	CSAppAdmin	password123!
Customer Service Representative	cacsr	password123!

Your assignment consists of the following tasks:

Task 1: Create a composite tab called Contact

In Settings > Interactions > Customer composite, configure a new composite tab, name it Contact and make this tab available in all customer interactions.

Task 2: Choose the content by selecting sections for the Contact tab

Add the sections to display the transaction history and statement by contact to the Contact tab.

Task 3: Confirm your work

In the Interaction Portal, start an interaction with John Brown, and verify that the new Contact tab is displayed.

 

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

• Log In

Challenge Walkthrough

Detailed Tasks

1 Create a composite tab called Contact

1. Log in to the exercise system as a Customer Service Application Administrator with User name CSAppAdmin using Password password123!.
2. In the navigation pane of App Studio, click Settings > Interactions > Customer composite.
3. Click Configure tabs to display a list of composite tabs.
4. Click any of the unconfigured composite tab to open the Edit tab dialog box.
   Note: For the moment, the system supports only 15 composite tabs.
   

5. In the Edit tab dialog box, enter the following information:
   1. Name: Contact
   2. Description: Contact related widgets to be added here.
   3. Visibility: Always visible
6. Click Submit.
   
7. Click Save.

2 Choose the content by selecting sections for the Contact tab

1. Click Preview to launch the Interaction Portal.
2. In the Interaction Portal, click New > Configure customer composites to add sections to the Contact tab.
3. Click the Contact tab.
4. In the header of App Studio, click Design to add the content selecting sections in the Contact tab.
   
5. On Contact tab, hover over the Workarea and then click the Edit this workarea icon to add sections to the tab.
   
   Note: The default template format of all the composite tabs is the composite with primary and widgets template. You can change the template by clicking the Change option.

6. Click the Add icon to add the sections to display transaction history and statement by contact in the Primary view.
   
7. In the Sections section, click Display statements by contact and Display transactions to add them to the view.
   
8. Click X to close the Add… pane, and then click X to close the Composite section widgets holder pane.
   
9. Click Design to freeze the data in the Contact tab.

Confirm your work

1. Log in to the Customer Service Interaction portal as a Customer service representative with User name cacsr using Password password123!.
2. In the Interaction Portal, click New > Demo Screen Pops > Demo Pop – BROWN to begin an interaction with John Brown.
   
3. Click Accept to accept the incoming call.
4. Verify that the Contact tab you added is displayed.
   

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Available in the following mission:

• Customer Service Low-Code Developer v4