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Business conditions

  • Modul

    Business conditions

    2 Themen

    20 Min.

    Visible to: All users
  • Learn how to create your own, custom business conditions in App Studio. Business conditions allow you to use a set of pre-defined criteria to...

Configuring common phrases for agents

Creating custom tabs

  • Modul

    Creating custom tabs

    2 Themen

    25 Min.

    Visible to: All users
  • 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...

Creating Customer Service data sources

  • Modul

    Creating Customer Service data sources

    1 Thema

    10 Min.

    Visible to: All users
  • You use Customer Service data sources to add external data objects into the Pega Customer Service application. Within data sources, you can specify...

Customizing the customer service user interface

  • Modul

    Customizing the customer service user interface

    2 Themen

    15 Min.

    Visible to: All users
  • 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

  • Modul

    Guiding a customer service agent with dialogs

    2 Themen

    15 Min.

    Visible to: All users
  • Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.

Integrating external data

  • Modul

    Integrating external data

    2 Themen

    20 Min.

    Pega Customer Service 8.8 Visible to: All users
  • In this module, you learn how to integrate external data into a Pega Customer Service application. You will connect to a REST service that contains...

Presenting suggestions for agents

  • Modul

    Presenting suggestions for agents

    4 Themen

    35 Min.

    Visible to: All users
  • During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...

Configuring a coaching tip

Configuring a common phrase

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