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Creating a case from email

Creating custom tabs

  • Module

    Creating custom tabs

    2 Topics

    25 mins

    Visible to: All users
  • Learn how to create your own customer composite tabs. Customer composite tabs are used to display a logical group of information to a user in Pega...

Creating Customer Service data sources

  • Module

    Creating Customer Service data sources

    1 Topic

    10 mins

    Visible to: All users
  • You use Customer Service data sources to add external data objects into the Pega Customer Service application. Within data sources, you can specify...

Customizing the customer service user interface

  • Module

    Customizing the customer service user interface

    2 Topics

    15 mins

    Visible to: All users
  • 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...

Digital messaging

  • Module

    Digital messaging

    3 Topics

    25 mins

    Visible to: All users
  • Pega Customer Service offers chat and messaging capabilities that provide flexibility to customers and adaptability for customer service...

Form autofill

  • Module

    Form autofill

    3 Topics

    20 mins

    Visible to: All users
  • Learn how to configure Form Autofill to help CSRs complete the forms associated with a case type. Voice AI detects entities in the live customer...

Getting started with Digital Messaging

  • Module

    Getting started with Digital Messaging

    2 Topics

    15 mins

    Visible to: All users
  • In this module, you learn about Digital Messaging and its supported messaging platforms. Also, learn how to create a Digital Messaging interface to...

Guiding a customer service agent with coaching tips

  • Module

    Guiding a customer service agent with coaching tips

    2 Topics

    15 mins

    Pega Customer Service 8.8 Visible to: All users
  • Learn how to provide customer service agents with coaching tips that deliver reminders, real-time advice, and instructions.

Guiding a customer service agent with dialogs

  • Module

    Guiding a customer service agent with dialogs

    2 Topics

    15 mins

    Visible to: All users
  • Learn how to provide customer service agents with a dialog script that is read as an agent conducts an interaction.

Implementing service requests

  • Module

    Implementing service requests

    3 Topics

    20 mins

    Pega Customer Service 8.7 Visible to: All users
  • In this module, learn how to refactor your existing Pega Customer Service™ service requests by using the two recommended design methodologies. The...

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