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Configuring common phrases for agents

Creating custom tabs

  • Módulo

    Creating custom tabs

    2 Temas

    25 minutos

    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

  • 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...

Low-code defined

Dev Studio overview

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.

Perpetual KYC with event-driven architecture

  • Módulo

    Perpetual KYC with event-driven architecture

    3 Temas

    35 minutos

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • Customer data changes, ongoing e-screening alerts, and periodic review deadlines are just a few examples of types of events that the application might...

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...

Promoting rule reuse with relevant records

Rule resolution

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