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Digital messaging

  • モジュール

    Digital messaging

    3 トピック

    25 分

    Visible to: All users
  • Pega Customer Service offers chat and messaging capabilities that provide flexibility to customers and adaptability for customer service...

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.

Perpetual KYC with event-driven architecture

  • モジュール

    Perpetual KYC with event-driven architecture

    3 トピック

    35 分

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • Customer data changes, ongoing e-screening alerts, and periodic review deadlines are just a few examples of types of events that the application might...

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...

Attaching PDF files to a case

  • チャレンジ

    Attaching PDF files to a case

    2 タスク

    10 分

    Pega Platform 8.8 Visible to: All users
  • InsCorp wants to ensure that customers receive an email with a receipt of services, including a breakdown of the services provided. Add two...

Configuring a coaching tip

Configuring a common phrase

Creating a composite tab

Creating and managing teams of users

Customizing the user interface for agents

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