Search
Guiding a customer service agent with dialogs
-
Module
Guiding a customer service agent with dialogs
2 Topics
15 mins
-
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 Topics
15 mins
-
Pega Customer Service™ provides various ways for managers to observe and monitor the application and performance of the call center. You will learn...
Offline projects explained
-
Module
Offline projects explained
4 Topics
45 mins
Pega Mobile Client -
Before you begin any offline-related project with Pega Mobile Client™, learn how offline-enabled applications represent a significant paradigm shift...
Presenting suggestions for agents
-
Module
Presenting suggestions for agents
4 Topics
35 mins
-
During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
Security Checklist awareness
-
Module
Security Checklist awareness
1 Topic
20 mins
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...
Managing application access
-
Challenge
Managing application access
1 Task
5 mins
-
GoGoRoad product managers want to restrict access to development on the New Vendor Case Type so that only approved roles perform updates. Configure...
Auditing changes to the value of fields
-
Challenge
Auditing changes to the value of fields
1 Task
5 mins
-
HRApps provides payroll setup for employees. For the Payroll Setup Case Type, an employee provides their bank information for direct deposit. When the...
Creating Insights for BAs
-
Challenge
Creating Insights for BAs
2 Tasks
25 mins
-
GoGoRoad stakeholders would like to know the number of Assistance Request Cases that have been requested over the past 30 days. The stakeholders...
Creating users and roles
-
Challenge
Creating users and roles
4 Tasks
10 mins
-
GoGoRoad provides roadside assistance services through contracted vendors. To ensure customer satisfaction and service consistency across vendors...
Creating a custom business report
-
Challenge
Creating a custom business report
4 Tasks
15 mins
-
Stakeholders would like to know the number of Cases that have been requested over the past month. You have been asked to define a report to track the...