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Presenting suggestions for agents
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Module
Presenting suggestions for agents
4 Rubriques
35 mins
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During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
Script adherence
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Module
Script adherence
3 Rubriques
20 mins
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Learn how to configure script adherence to help CSRs deliver the prescribed script during a live conversation. You configure scripts in the dialogs...
Security Checklist awareness
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Module
Security Checklist awareness
1 Rubrique
20 mins
Platform -
- 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...
Suggested cases
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Module
Suggested cases
3 Rubriques
25 mins
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Learn how to configure a suggested case in the Voice AI channel. A suggested case provides guidance to the CSR on how to resolve a customer request.
Suggested knowledge articles
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Module
Suggested knowledge articles
3 Rubriques
20 mins
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Learn how to configure a suggested knowledge article in the Voice AI channel. A suggested Pega Knowledge article provides information related to the...
Tracking and auditing changes to data
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Module
Tracking and auditing changes to data
1 Rubrique
15 mins
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Pega Platform™ automatically tracks actions performed, such as which operators worked on a case and when. You can enhance this capability by using...
Working with Voice AI models
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Module
Working with Voice AI models
2 Rubriques
15 mins
Pega Customer Service 8.8 -
You can customize the models that Pega Voice AI uses to transcribe customer conversations and identify topics and entities. Working with Pega Support...
Attaching PDF files to a case
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Défi
Attaching PDF files to a case
2 Tâches
10 mins
Pega Platform 8.8 -
InsCorp wants to ensure that customers receive an email with a receipt of services, including a breakdown of the services provided. Add two...
Auditing changes to the value of fields
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Défi
Auditing changes to the value of fields
1 Tâche
5 mins
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HRApps provides payroll setup for employees. For the Payroll Setup Case Type, an employee provides their bank information for direct deposit. When the...
Configuring business conditions
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Défi
Configuring business conditions
2 Tâches
5 mins
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U+ Bank identifies that many customer are missing their payment due dates, resulting in late fees and negative impact on their credit score. To...