Updating a dialog
1 タスク
15 分
初級
Agent Desktop
英語
シナリオ
U+ Bank wants their CSRs to be more formal when interacting with customers. You have been asked to update the dialog in the Address Change service case. For this, you will add the contacts salutation and last name at the beginning of the dialog.
| Role | User name | Password |
|---|---|---|
| Customer Service Manager | CSManager | password123! |
| Customer Service Representative | CSCSR | password123! |
Your assignment consists of the following task:
Task 1: Update the dialog
Start an interaction and run the Address change service case.
チャレンジ ウォークスルー
詳細なタスク
1 Update the dialog
- On the exercise system landing page, click Pega Infinity™ to log in as a CS Application Administrator:
- In the Username field, enter CSManager.
- In the Password field, enter password123!.
- In the navigation pane, Click Configuration to launch the Configuration Portal.
補足： This will launch a new window for the Configuration manager portal. Use the same credentials presented in step 1 to log in.
- On the top right of the screen, click Create to create a new dialog.
- In the Create dialog dialog box, from the Case type dropdown list, select the Address change case type.
- Click Create.
- To the right of case step Capture address change details, click Edit.
- Click the pencil icon to edit the dialog.
- In the Dialog text field, enter <Contact Salutation> and <Contact Last name>.
補足： You can insert the text manually, or use Insert dynamic properties on the right side of the dialog box.
- Click Submit, then Save.
- Click Publish, then submit.
- On the bottom left side of the screen, click the user icon then select Log off to log out.
このモジュールは、下記のミッションにも含まれています。
トレーニングを実施中に問題が発生した場合は、Pega Academy Support FAQsをご確認ください。