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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...
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.
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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...
Updating a dialog
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Challenge
Updating a dialog
1 Aufgabe
15 Min.
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U+ Bank wants their CSRs to be more formal when interacting with customers. You have been asked to update the dialog in the Address Change service...