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Configuring chat routing

  • Challenge

    Configuring chat routing

    3 Tasks

    5 mins

    Visible to: All users
  • U+ Bank is implementing Digital Messaging. The bank has created chat queues for General, Billing, and Technical questions. U+ Bank asks you to set up...

Configuring common phrases for agents

Configuring customer verification

Creating a case from an email

Creating a composite tab

Creating a Digital Messaging interface

Creating a new service request

Creating a new, DX-compliant service request type

  • Challenge

    Creating a new, DX-compliant service request type

    3 Tasks

    20 mins

    Pega Customer Service 8.7 Visible to: All users
  • U+ Insurance wants one of its regional teams to start submitting E-bill registration service requests in their homegrown React-based CRM application...

Creating a troubleshooter

Creating help content

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