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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...
Configuring a dashboard
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Challenge
Configuring a dashboard
2 Tasks
30 mins
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Stakeholders have seen growth in the use of the Assistance request application. They want to confirm that, even though Cases are increasing, they are...
Creating a case completion prediction
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Challenge
Creating a case completion prediction
3 Tasks
15 mins
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U+ Insurance implements Pega Process AI™ to optimize case automation. The business wants to predict whether an incoming claim has a low probability of...
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.
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Creating a custom business report
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Challenge
Creating a custom business report
4 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 fraud prediction
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Challenge
Creating a fraud prediction
3 Tasks
15 mins
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U+ Insurance routes incoming car insurance claims for straight-through processing when the amount of a claim is under a set limit. If the amount of...
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 Insights for BAs
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Challenge
Creating Insights for BAs
2 Tasks
25 mins
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GoGoRoad stakeholders would like to know the number of Assistance Request Cases that have been requested over the past 30 days. The stakeholders...
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...