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Configuring a form View
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Challenge
Configuring a form View
2 Tasks
10 mins
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After a request for roadside assistance is approved, the system creates a Service Case. CSRs need the ability to easily review information associated...
Setting a visibility condition for form content
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Challenge
Setting a visibility condition for form content
1 Task
5 mins
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The GoGoRoad application allows customers to enter the service address by entering information in fields or selecting the location from a map. To...
Configuring a coaching tip
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Challenge
Configuring a coaching tip
2 Tasks
15 mins
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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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Challenge
Configuring a common phrase
2 Tasks
15 mins
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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 data relationships in Views
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Challenge
Creating data relationships in Views
4 Tasks
10 mins
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The Mayor of MyTown asks you, the town project manager, to enable residents to report problems they encounter on line so that the necessary work can...
Creating an Insight
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Challenge
Creating an Insight
2 Tasks
15 mins
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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...
Creating a composite tab
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Challenge
Creating a composite tab
2 Tasks
5 mins
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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.
...
Customizing the user interface for agents
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Challenge
Customizing the user interface for agents
2 Tasks
15 mins
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You have been asked to make the following changes to the Pega Customer Service user interface, which is displayed when customer service representative...
Leveraging reports in the contact center
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Challenge
Leveraging reports in the contact center
4 Tasks
15 mins
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As a manager, you need to use reports to get visibility into the application. In this exercise, you will create and resolve service cases from both...
Localizing a UI form
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Challenge
Localizing a UI form
3 Tasks
45 mins
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GoGoRoad stakeholders have a requirement to translate the New vendor case type to Spanish.
Use the Localization wizard to localize the New vendor...