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Presenting suggestions for agents

  • Module

    Presenting suggestions for agents

    4 Topics

    35 mins

    Visible to: All users
  • During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...

Routing email based on content

Screen pops

  • Module

    Screen pops

    2 Topics

    15 mins

    Visible to: All users
  • Learn how to use screen pops to provide a summary of information to agents when a call arrives.

Script adherence

  • Module

    Script adherence

    3 Topics

    20 mins

    Visible to: All users
  • Learn how to configure script adherence to help CSRs deliver the prescribed script during a live conversation. You configure scripts in the dialogs...

Service requests

Setting chat and messaging behavior

Setting up Messaging AI

  • Module

    Setting up Messaging AI

    5 Topics

    50 mins

    Visible to: All users
  • Messaging AI analyzes the context of the conversation and suggests cases and knowledge articles while a CSR interacts with a customer. Messaging AI...

Suggested cases

  • Module

    Suggested cases

    3 Topics

    25 mins

    Visible to: All users
  • Learn how to configure a suggested case in the Voice AI channel. A suggested case provides guidance to the CSR on how to resolve a customer request.

Suggested knowledge articles

  • Module

    Suggested knowledge articles

    3 Topics

    20 mins

    Visible to: All users
  • Learn how to configure a suggested knowledge article in the Voice AI channel. A suggested Pega Knowledge article provides information related to the...

Suggesting tasks to agents

  • Module

    Suggesting tasks to agents

    2 Topics

    30 mins

    Visible to: All users
  • Learn how to suggest tasks to customer service agents. You will learn how to configure dynamic suggestions using the Pega Customer Decision Hub.

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