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Customizing the customer service user interface

  • モジュール

    Customizing the customer service user interface

    2 トピック

    15 分

    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...

Tracking and auditing changes to data

Low-code defined

Guiding a customer service agent with dialogs

  • モジュール

    Guiding a customer service agent with dialogs

    2 トピック

    15 分

    Visible to: All users
  • Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.

Presenting suggestions for agents

  • モジュール

    Presenting suggestions for agents

    4 トピック

    35 分

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

Securing and auditing data

Security Checklist awareness

  • モジュール

    Security Checklist awareness

    1 トピック

    20 分

    Platform Visible to: All users
    • 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...

Managing application access

Auditing changes to the value of fields

Creating users and roles

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