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Guiding a customer service agent with dialogs

  • Módulo

    Guiding a customer service agent with dialogs

    2 Temas

    15 minutos

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

Inviting users to an application

Managing application access

Managing application access for Business Architects

Presenting suggestions for agents

  • Módulo

    Presenting suggestions for agents

    4 Temas

    35 minutos

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

Securing and auditing data

Security Checklist awareness

  • Módulo

    Security Checklist awareness

    1 Tema

    20 minutos

    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...

Tracking and auditing changes to data

Auditing changes to the value of fields

Configuring a coaching tip

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