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Guiding a customer service agent with dialogs
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Module
Guiding a customer service agent with dialogs
2 Topics
15 mins
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Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.
Integrating external data
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Module
Integrating external data
2 Topics
20 mins
Pega Customer Service 8.8 -
In this module, you learn how to integrate external data into a Pega Customer Service application. You will connect to a REST service that contains...
Presenting suggestions for agents
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Module
Presenting suggestions for agents
4 Topics
35 mins
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During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
UI authoring in Constellation
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Module
UI authoring in Constellation
5 Topics
50 mins
Pega Platform '23 -
Explore how you can configure Views to create the user interface in a Constellation application.
Adding a new property to an existing entity
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Challenge
Adding a new property to an existing entity
4 Tasks
20 mins
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U+ Bank wants to improve the experience of its customers with personalized decisions that are driven by customer-centric engagement policies and...
Adding Portals and landing pages in Constellation applications
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Challenge
Adding Portals and landing pages in Constellation applications
5 Tasks
30 mins
Pega Platform '23 -
Sweet Life stakeholders have decided to create different Portals so that the users of their Tell Us More application only have access to the...
Assigning Primary Fields, Case tabs, and more in Constellation
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Challenge
Assigning Primary Fields, Case tabs, and more in Constellation
6 Tasks
45 mins
Pega Platform '23 -
Stakeholders at Sweet Life are extremely interested in how a Pega application built on the Constellation UI can make Case processing easier for Case...
Blending Traditional UI and Constellation
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Challenge
Blending Traditional UI and Constellation
5 Tasks
30 mins
Pega Platform '23 -
The Tell Us More application and Instance Case Type is not Sweet Life's first project with Pega Platform™. They have a Create Product Case Type and a...
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...