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Managing application access for Business Architects

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...

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...

Tracking and auditing changes to data

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.

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...

Security Checklist awareness

  • Modul

    Security Checklist awareness

    1 Thema

    20 Min.

    Platform Visible to: All users
    • What is the Security Checklist?
    • How do I access the Security Checklist?
    • How to use the Security Checklist?/What is the purpose?
    • What happens if I...

Managing application access

Auditing changes to the value of fields

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