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The Prepare phase and project kickoff
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Módulo
The Prepare phase and project kickoff
7 Temas
1 h 15 minutos
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The Prepare phase follows the Discover phase with key activities such as conducting a sales to delivery handoff meeting and a project kickoff event...
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...
Production readiness during the Adopt phase
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Módulo
Production readiness during the Adopt phase
4 Temas
50 minutos
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The Adopt phase follows the Build phase. During Adopt, you confirm that your client is ready to implement the Microjourneys™ that you packaged into a...
Routing Assignments to users
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Módulo
Routing Assignments to users
1 Tema
25 minutos
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Assign responsibility for completing a Task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...
Setting chat and messaging behavior
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Módulo
Setting chat and messaging behavior
4 Temas
35 minutos
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Chat and messaging configuration options define the properties for all the individual channels that support conversations between customer service...
Setting up Messaging AI
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Módulo
Setting up Messaging AI
5 Temas
50 minutos
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Messaging AI analyzes the context of the conversation and suggests cases and knowledge articles while a CSR interacts with a customer. Messaging AI...
Adding a duplicate Case search for BAs
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Reto
Adding a duplicate Case search for BAs
4 Tareas
15 minutos
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In a DCO session, GoGoRoad stakeholders said that they want to ensure that only one Assistance Request Case is processed for each customer incident...
Adding a duplicate Case Type search
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Reto
Adding a duplicate Case Type search
3 Tareas
10 minutos
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InsCorp wants to ensure that only one Assistance Request Case is processed for each request. Customers that send assistance requests might have...
Adding fields to Views
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Reto
Adding fields to Views
4 Tareas
20 minutos
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Now that the Stages, Steps, and data objects for the MyTown 311 Service Request Case Life Cycle are configured, the Mayor and the Services coordinator...
Adding optional Actions to a workflow
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Reto
Adding optional Actions to a workflow
1 Tarea
5 minutos
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InsCorp wants to ensure that customers can cancel service requests at any time. To support co-production, a system architect configured the Cancel...