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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 Digital Messaging Manager
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Modul
Configuring Digital Messaging Manager
8 Themen
1 Std. 10 Min.
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The Digital Messaging Manager lets you add chat connections and social messaging platforms to your Digital Messaging channel interface. The Digital...
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.
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Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.
Implementing service requests
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Modul
Implementing service requests
3 Themen
20 Min.
Pega Customer Service 8.7 -
In this module, learn how to refactor your existing Pega Customer Service™ service requests by using the two recommended design methodologies. The...
Initiating a call from a messaging interaction
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Modul
Initiating a call from a messaging interaction
1 Thema
10 Min.
Pega Customer Service 8.8 -
Customer service representatives (CSRs) resolve customer queries by initiating calls during chat interactions. When a customer becomes unavailable to...
Inviting users to an application
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Modul
Inviting users to an application
1 Thema
10 Min.
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Add Personas and Channel interfaces to an application and assign users to Personas based on how they interact with a Case.
Managing application access
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Modul
Managing application access
2 Themen
25 Min.
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Learn how you can configure role-based access control by using the Persona access landing page and Access Manager. The Persona access landing page and...
Managing application access for Business Architects
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Modul
Managing application access for Business Architects
2 Themen
30 Min.
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User management is fundamental to the successful implementation of a Pega Platform™ application.
As a Pega Business Architect, in order to...