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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.

Pega Support

  • Módulo

    Pega Support

    2 Temas

    25 minutos

    Pega Cloud for Government Visible to: All users
  • Learn the basics of Pega Support and change management, including Scheduled Maintenance Windows, patches, updates, and the purpose of the Pega Change...

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...

Attaching PDF files to a case

  • Reto

    Attaching PDF files to a case

    2 Tareas

    10 minutos

    Pega Platform 8.8 Visible to: All users
  • InsCorp wants to ensure that customers receive an email with a receipt of services, including a breakdown of the services provided. Add two...

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...

Setting up data ingestion

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