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Challenge

Creating a composite tab

2 Tasks

5 mins

Visible to all users
Advanced Pega Customer Service 8.7 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.

 

Challenge Walkthrough

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

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

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.
    Interaction with John
  3. Click Accept to accept the incoming call.
  4. Verify that the Contact tab you added is displayed.
    Contact tab in Interaction portal


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