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Customizing the customer service user interface
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Module
Customizing the customer service user interface
2 Topics
15 mins
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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
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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.
Pega Low-Code App Factory introduction
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Module
Pega Low-Code App Factory introduction
2 Topics
22 mins
Pega Platform 8.4 -
Learn about low-code development and review how Pega Low-Code App Factory aids in effectively scaling low-code in an enterprise.
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...
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...
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...
Enabling Pega Customer Decision Hub agents
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Challenge
Enabling Pega Customer Decision Hub agents
2 Tasks
5 mins
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The system architects have run the Pega Customer Decision Hub™ setup wizard and created the implementation application for U+ Bank. As a system...
Importing customer data from a CSV
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Challenge
Importing customer data from a CSV
2 Tasks
10 mins
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U+ Bank wants to improve the experience of its customers with predictive and adaptive analytical models that drive personalized decisions. Following...
Setting up data ingestion
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Challenge
Setting up data ingestion
7 Tasks
40 mins
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The project team at U+ Bank performed a data mapping workshop and mapped its existing data model to Pega Customer Decision Hub™ and structured the...