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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...
Defining a reporting strategy
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Modul
Defining a reporting strategy
4 Themen
1 Std. 55 Min.
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Defining a reporting strategy goes beyond creating reports in Pega Platform™. Many organizations use a data warehousing solution and have distinct...
Designing reports with multiple sources
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Modul
Designing reports with multiple sources
4 Themen
55 Min.
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Learn three techniques to create a report that references data from multiple classes: combining data in a report by creating subreports, configuring...
Evaluating application data with Insights for Business Architects
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Modul
Evaluating application data with Insights for Business Architects
1 Thema
20 Min.
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As a Pega Business Architect, you understand that all organizations need to analyze their operations to understand the performance of their teams and...
Exploring application data with Insights
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Modul
Exploring application data with Insights
1 Thema
15 Min.
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Pega Platform™ allows you to easily explore and analyze data in your application using the Explore Data landing page. You can use Insights to...
Gaining insight into business efficiency
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Modul
Gaining insight into business efficiency
2 Themen
25 Min.
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Design reports to analyze Case data and provide insight into processes and workflows.
Guiding a customer service agent with dialogs
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Modul
Guiding a customer service agent with dialogs
2 Themen
15 Min.
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Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.
Monitoring your contact center with Insights
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Modul
Monitoring your contact center with Insights
2 Themen
15 Min.
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Pega Customer Service™ provides various ways for managers to observe and monitor the application and performance of the call center. You will learn...
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...
Attaching PDF files to a case
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Challenge
Attaching PDF files to a case
2 Aufgaben
10 Min.
Pega Platform 8.8 -
InsCorp wants to ensure that customers receive an email with a receipt of services, including a breakdown of the services provided. Add two...