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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 case from an email
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Challenge
Creating a case from an email
4 Aufgaben
20 Min.
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Your customer, U+ Bank, wants to speed up email interactions for address changes by pre-populating cases with the correct values. For address change...
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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Routing email based on content
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Challenge
Routing email based on content
4 Aufgaben
15 Min.
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U+ is a major company in the financial industry that wants to improve engagement with customers. U+ has recently opened an email channel where...
Suggesting a reply based on email content
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Challenge
Suggesting a reply based on email content
4 Aufgaben
15 Min.
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Your team asks you to update the Pega Customer Service™ email channel. The team wants to add a suggested reply for when a customer sends an email and...