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Customizing the customer service user interface

  • Module

    Customizing the customer service user interface

    2 Rubriques

    15 mins

    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...

Defining a reporting strategy

Designing reports with multiple sources

Evaluating application data with Insights for Business Architects

Exploring application data with Insights

Gaining insight into business efficiency

Guiding a customer service agent with dialogs

  • Module

    Guiding a customer service agent with dialogs

    2 Rubriques

    15 mins

    Visible to: All users
  • 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

  • Module

    Monitoring your contact center with Insights

    2 Rubriques

    15 mins

    Visible to: All users
  • Pega Customer Service™ provides various ways for managers to observe and monitor the application and performance of the call center. You will learn...

Presenting suggestions for agents

  • Module

    Presenting suggestions for agents

    4 Rubriques

    35 mins

    Visible to: All users
  • During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...

Configuring a coaching tip

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