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Guiding a customer service agent with dialogs
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Module
Guiding a customer service agent with dialogs
2 Rubriques
15 mins
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Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.
Monitoring your contact center with Insights
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Module
Monitoring your contact center with Insights
2 Rubriques
15 mins
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Pega Customer Service™ provides various ways for managers to observe and monitor the application and performance of the call center. You will learn...
Offline projects explained
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Module
Offline projects explained
4 Rubriques
45 mins
Pega Mobile Client -
Before you begin any offline-related project with Pega Mobile Client™, learn how offline-enabled applications represent a significant paradigm shift...
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...
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...
Adding an external data source to a data type
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Défi
Adding an external data source to a data type
6 Tâches
30 mins
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Requests for roadside assistance must identify the vehicle so that a service provider can prepare for the service call. For example, certain vehicles...
Adding data records to a data object
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Défi
Adding data records to a data object
3 Tâches
10 mins
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When submitting a service request through the MyTown311 application, residents enter information about the issue. The mayor and the services...
Adding fields to Views
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Défi
Adding fields to Views
4 Tâches
20 mins
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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...
Manipulating application data
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Défi
Manipulating application data
2 Tâches
20 mins
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Stakeholders have requested two features involving Data Transforms. Before a Service Case is resolved, the system must copy the Service total from the...
Managing application access
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Défi
Managing application access
1 Tâche
5 mins
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GoGoRoad product managers want to restrict access to development on the New Vendor Case Type so that only approved roles perform updates. Configure...