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Configuring common phrases for agents
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Módulo
Configuring common phrases for agents
1 Tema
10 minutos
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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...
Creating custom tabs
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Módulo
Creating custom tabs
2 Temas
25 minutos
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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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Módulo
Customizing the customer service user interface
2 Temas
15 minutos
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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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Módulo
Guiding a customer service agent with dialogs
2 Temas
15 minutos
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Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.
Presenting suggestions for agents
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Módulo
Presenting suggestions for agents
4 Temas
35 minutos
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During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
Configuring a coaching tip
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Reto
Configuring a coaching tip
2 Tareas
15 minutos
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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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Reto
Configuring a common phrase
2 Tareas
15 minutos
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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 a data source
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Reto
Configuring a data source
1 Tarea
15 minutos
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As a system architect, there is a requirement for the contact identifier to be used in dialogs in the Contact category. You have been tasked with...
Configuring customer verification
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Reto
Configuring customer verification
2 Tareas
15 minutos
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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...
Customizing the user interface for agents
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Reto
Customizing the user interface for agents
2 Tareas
15 minutos
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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...