Challenge
Creating a composite tab
2 Tasks
5 mins
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.
Challenge Walkthrough
Confirm your work
- Log in to the Customer Service Interaction portal as a Customer service representative with User name cacsr using Password password123!.
- In the Interaction Portal, click New > Demo Screen Pops > Demo Pop – BROWN to begin an interaction with John Brown.
- Click Accept to accept the incoming call.
- Verify that the Contact tab you added is displayed.
Available in the following mission:
If you are having problems with your training, please review the
Pega Academy Support FAQs
Want to help us improve this content?