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Configuring business conditions
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Défi
Configuring business conditions
2 Tâches
5 mins
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U+ Bank identifies that many customer are missing their payment due dates, resulting in late fees and negative impact on their credit score. To...
Configuring chat queues
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Défi
Configuring chat queues
7 Tâches
20 mins
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U+ Bank is reviewing chat services for its customers. The current Digital Messaging configuration has queues for Billing, General, and Technical...
Configuring chat routing
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Défi
Configuring chat routing
3 Tâches
5 mins
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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
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Défi
Configuring common phrases for agents
3 Tâches
5 mins
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U+ Bank wants to set up a consistent greeting for customer service agents to initiate Web messaging conversations. The message welcomes the customer...
Configuring customer verification
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Défi
Configuring customer verification
2 Tâches
15 mins
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The business wants to ensure that all customer service representative verify the identity of a customer at the start of an interaction. You have been...
Creating a case from an email
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Défi
Creating a case from an email
4 Tâches
20 mins
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Your customer, U+ Bank, wants to speed up email interactions for address changes by pre-populating cases with the correct values. For address change...
Creating a composite tab
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Défi
Creating a composite tab
2 Tâches
5 mins
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As a customer service app administrator, you must create a new tab to display the transaction history and statement for a contact in a separate tab.
...
Creating a Digital Messaging interface
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Défi
Creating a Digital Messaging interface
2 Tâches
10 mins
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U+ Bank wants to set up its chatbot to respond to service requests received from several digital channels. As an initial step, the bank first wants to...
Creating a new service request
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Défi
Creating a new service request
4 Tâches
10 mins
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U+ Bank wants to offer its employees lunch services by creating a service request in which employees can select and then submit what they want to eat...
Creating a new, DX-compliant service request type
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Défi
Creating a new, DX-compliant service request type
3 Tâches
20 mins
Pega Customer Service 8.7 -
U+ Insurance wants one of its regional teams to start submitting E-bill registration service requests in their homegrown React-based CRM application...