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Presenting suggestions for agents
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モジュール
Presenting suggestions for agents
4 トピック
35 分
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During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
Securing and auditing data
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モジュール
Securing and auditing data
2 トピック
30 分
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Pega Platform™ provides multiple ways to ensure the integrity of and ability to audit application data. Applications automatically track Actions...
Security Checklist awareness
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モジュール
Security Checklist awareness
1 トピック
20 分
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...
Tracking and auditing changes to data
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モジュール
Tracking and auditing changes to data
1 トピック
15 分
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Pega Platform™ automatically tracks actions performed, such as which operators worked on a case and when. You can enhance this capability by using...
Auditing changes to the value of fields
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チャレンジ
Auditing changes to the value of fields
1 タスク
5 分
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HRApps provides payroll setup for employees. For the Payroll Setup Case Type, an employee provides their bank information for direct deposit. When the...
Configuring a coaching tip
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チャレンジ
Configuring a coaching tip
2 タスク
15 分
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You are a customer service representative (CSR) manager and have observed that your CSRs are making typos consistently when entering new addresses for...
Configuring a common phrase
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チャレンジ
Configuring a common phrase
2 タスク
15 分
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Your company wants to set up a consistent greeting for customer service agents to use when sending emails to customers. The message thanks the...
Creating a composite tab
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チャレンジ
Creating a composite tab
2 タスク
5 分
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As a customer service app administrator, you must create a new tab to display the transaction history and statement for a contact in a separate tab.
...
Creating and managing teams of users
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チャレンジ
Creating and managing teams of users
5 タスク
15 分
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In Roadside Assistance Cases, a customer service representative (CSR) must assign a service provider to the Case, review the summary of the services...
Creating users and roles
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チャレンジ
Creating users and roles
4 タスク
10 分
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GoGoRoad provides roadside assistance services through contracted vendors. To ensure customer satisfaction and service consistency across vendors...