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Configuring common phrases for agents

  • Modul

    Configuring common phrases for agents

    1 Thema

    10 Min.

    Für alle Benutzer sichtbar
  • Learn how to provide customer service agents with a set of common phrases so that, in any text-based channel, the agents can insert preapproved...

Configuring customer verification

  • Modul

    Configuring customer verification

    2 Themen

    20 Min.

    Für alle Benutzer sichtbar
  • The Customer verification feature provides a pool of security questions that a customer service representative (CSR) can use to verify customer...

Creating custom tabs

  • Modul

    Creating custom tabs

    2 Themen

    25 Min.

    Für alle Benutzer sichtbar
  • Learn how to create your own customer composite tabs. Customer composite tabs are used to display a logical group of information to a user in Pega...

Customizing the customer service user interface

  • Modul

    Customizing the customer service user interface

    2 Themen

    15 Min.

    Für alle Benutzer sichtbar
  • Learn how to configure various aspects of the Pega Customer Service™ UI. Customize the layout for a service case, add a field to display, and modify...

Guiding a customer service agent with dialogs

  • Modul

    Guiding a customer service agent with dialogs

    2 Themen

    15 Min.

    Pega Customer Service 8.8 Für alle Benutzer sichtbar
  • Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.

Presenting suggestions for agents

  • Modul

    Presenting suggestions for agents

    6 Themen

    55 Min.

    Pega Customer Service 8.8 Für alle Benutzer sichtbar
  • During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...

Configuring a coaching tip

Configuring a common phrase

Configuring customer verification

Creating a composite tab

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