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Configuring common phrases for agents
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Module
Configuring common phrases for agents
1 Rubrique
10 mins
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Learn how to provide customer service agents with a set of common phrases so that the agents can insert preapproved phrases into their responses to...
Configuring customer verification
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Module
Configuring customer verification
2 Rubriques
20 mins
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The Customer verification feature provides a pool of security questions that a customer service representative (CSR) can use to verify customer...
Configuring Digital Messaging Manager
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Module
Configuring Digital Messaging Manager
8 Rubriques
1h 10 mins
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The Digital Messaging Manager lets you add chat connections and social messaging platforms to your Digital Messaging channel interface. The Digital...
Configuring Pega Call
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Module
Configuring Pega Call
5 Rubriques
50 mins
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The Pega Call configuration wizard guides you through connecting your telephony system to Pega Customer Service™. This module describes the settings...
Configuring Pega Knowledge troubleshooters
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Module
Configuring Pega Knowledge troubleshooters
3 Rubriques
30 mins
Pega Customer Service 8.7 -
Learn how to configure Pega Knowledge™ troubleshooters for a Pega Customer Service™ application and provide dynamic diagnostics capabilities to help...
Creating a case from email
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Module
Creating a case from email
2 Rubriques
20 mins
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Pega Email Bot™ can improve email response by starting a service case based on the content of a customer email.
Creating custom tabs
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Module
Creating custom tabs
2 Rubriques
25 mins
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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
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Module
Creating Customer Service data sources
1 Rubrique
10 mins
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You use Customer Service data sources to add external data objects into the Pega Customer Service™ application. Within data sources, you can specify...
Creating workgroups and assignment types in Pega Robot Manager
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Module
Creating workgroups and assignment types in Pega Robot Manager
1 Rubrique
10 mins
Pega Robot Manager 8.5.1 -
Create work groups and assignment types directly in Pega Robot Manager.
Customizing the customer service user interface
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Module
Customizing the customer service user interface
2 Rubriques
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...