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Configuring common phrases for agents

Customizing the customer service user interface

  • Módulo

    Customizing the customer service user interface

    2 Temas

    15 minutos

    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

  • 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.

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...

Configuring a coaching tip

Configuring a common phrase

Creating a composite tab

Customizing the user interface for agents

Importing customer data from a CSV

  • Reto

    Importing customer data from a CSV

    2 Tareas

    10 minutos

    Visible to: All users
  • U+ Bank wants to improve the experience of its customers with predictive and adaptive analytical models that drive personalized decisions. Following...

Updating a dialog

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