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Configuring common phrases for agents
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Modul
Configuring common phrases for agents
1 Thema
10 Min.
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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
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Modul
Configuring customer verification
2 Themen
20 Min.
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The Customer verification feature provides a pool of security questions that a customer service representative (CSR) can use to verify customer...
Creating custom tabs
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Modul
Creating custom tabs
2 Themen
25 Min.
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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
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Modul
Customizing the customer service user interface
2 Themen
15 Min.
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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
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Modul
Guiding a customer service agent with dialogs
2 Themen
15 Min.
Pega Customer Service 8.8 -
Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.
Presenting suggestions for agents
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Modul
Presenting suggestions for agents
6 Themen
55 Min.
Pega Customer Service 8.8 -
During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
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
2 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.
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