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Presenting suggestions for agents
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Modul
Presenting suggestions for agents
4 Themen
35 Min.
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During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
Production readiness during the Adopt phase
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Modul
Production readiness during the Adopt phase
4 Themen
50 Min.
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The Adopt phase follows the Build phase. During Adopt, you confirm that your client is ready to implement the Microjourneys™ that you packaged into a...
The Discover phase and your MLP
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Modul
The Discover phase and your MLP
12 Themen
1 Std. 55 Min.
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Discover is the first phase within the Pega Express™ delivery approach, based on design thinking. Design thinking plays a key role and helps your team...
The Prepare phase and project kickoff
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Modul
The Prepare phase and project kickoff
7 Themen
1 Std. 15 Min.
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The Prepare phase follows the Discover phase with key activities such as conducting a sales to delivery handoff meeting and a project kickoff event...
Configuring a coaching tip
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Challenge
Configuring a coaching tip
2 Aufgaben
15 Min.
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You are a customer service representative (CSR) manager and have observed that your CSRs are making typos consistently when entering new addresses for...
Configuring a common phrase
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Challenge
Configuring a common phrase
2 Aufgaben
15 Min.
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Your company wants to set up a consistent greeting for customer service agents to use when sending emails to customers. The message thanks the...
Configuring customer verification
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Challenge
Configuring customer verification
3 Aufgaben
15 Min.
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The business wants to ensure that all customer service representative verify the identity of a customer at the start of an interaction. You have been...
Creating a composite tab
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Challenge
Creating a composite tab
2 Aufgaben
5 Min.
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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.
...
Customizing the user interface for agents
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Challenge
Customizing the user interface for agents
2 Aufgaben
15 Min.
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You have been asked to make the following changes to the Pega Customer Service user interface, which is displayed when customer service representative...
Running Pega Customer Decision Hub setup wizard
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Challenge
Running Pega Customer Decision Hub setup wizard
4 Aufgaben
45 Min.
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U+ Bank has decided to improve the experience of its customers with personalized decisions that predictive and adaptive analytic models drive. To...