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Configuring common phrases for agents

  • Module

    Configuring common phrases for agents

    1 Topic

    10 mins

    Visible to all users
  • Learn how to provide customer service agents with a set of common phrases so that, in any text-based channel, the agents can insert preapproved...

Configuring customer verification

  • Module

    Configuring customer verification

    2 Topics

    20 mins

    Visible to all users
  • The Customer verification feature provides a pool of security questions that a customer service representative (CSR) can use to verify customer...

Creating custom tabs

  • Module

    Creating custom tabs

    2 Topics

    25 mins

    Visible to all users
  • Learn how to create your own customer composite tabs. Customer composite tabs are used to display a logical group of information to a user in Pega...

Customizing the customer service user interface

  • Module

    Customizing the customer service user interface

    2 Topics

    15 mins

    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...

Guiding a customer service agent with dialogs

  • Module

    Guiding a customer service agent with dialogs

    2 Topics

    15 mins

    Pega Customer Service 8.8 Visible to all users
  • Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.

Pega Customer Service Case Management Edition introduction

  • Module

    Pega Customer Service Case Management Edition introduction

    3 Topics

    20 mins

    Pega Customer Service 8.7 Visible to all users
  • Pega Customer Service™ Case Management Edition allows you to utilize the Pega Platform™ case management capabilities in your existing desktop and...

Presenting suggestions for agents

  • Module

    Presenting suggestions for agents

    6 Topics

    55 mins

    Pega Customer Service 8.8 Visible to all users
  • During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...

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